Goal Setting: How Scott & Alyssa Use Strengths and Accountability to Achieve Bold Goals

on this episode

What if your goals weren’t just about achieving milestones but also about doing it in a way that feels aligned, fulfilling, and sustainable? This year, Scott and Alyssa revisit their goal-setting process to share how focusing on their strengths and building in accountability has transformed the way they approach both work and life — and allowed them to set bold goals!

After years of setting goals fueled by fear and uncertainty, Scott and Alyssa have redefined their approach. Through trial, error, and reflection, they’ve unlocked the power of intentional goal-setting—focusing on goals that challenge them while staying true to their strengths, values, and vision for the future.

Tune in to hear Scott and Alyssa dive into what worked for them, what didn’t, and what they’re doing differently to set bold, meaningful goals for 2025.

Why Strengths Matter

One of the biggest lessons this year has been the impact of working within their strengths. They reveal how straying from their natural strengths added unnecessary stress and slowed progress, while realigning with their strengths reignited momentum.

What can you do to make sure you’re continuing to work in your strengths as you move towards your goals? If you do this you will enjoy your year much, much more and likely acheive your goals faster!

The Role of Accountability

Goal-setting isn’t just about the initial plan—it’s about having the structures in place to stay on track. From accountability partners to regular check-ins, Scott and Alyssa discuss the systems they’ve put in place that keep them moving forward, even when motivation wanes.

Once you set your goals, how can you make sure you’re holding yourself accountable? Your spouse? A good friend? Forming a goals accountability group? A mentor?

How often will you have goal check ins? Weekly, monthly? These check-ins will help you recognize when something is not working so you can pivot!

A Fresh Perspective on Bold Goals

“It was a big realization for me this year, is that if we just keep doing the same things all the time, we will only continue getting those same results and we have to be able to recognize those triggers when we’re ready to move on.” -Alyssa

This year’s episode gives a fresh perspective on setting impactful goals. Scott & Alyssa emphasize the importance of recognizing the triggers and signals that it’s time for change.

They share actionable advice on recognizing when a goal needs a pivot, aligning efforts with what energizes you, and using accountability as a powerful tool to stay focused.

Ready to set bold goals that align with who you are and where you’re headed? Tune in for an inspiring and practical guide to goal-setting that will leave you energized and ready to crush your goals for the year ahead.

And don’t forget to check out Scott and Alyssa’s past goal-setting episodes for even more insights:

HTYC 316 – Scott and Alyssa Barlow – Overcoming Failure Through Joint Goal Setting

HTYC 386 – Top Lessons I’ve Learned From Screwing Up Goal Setting For A Decade

HTYC 439 – Goal Setting: How Scott & Alyssa Have Learned To Set Impactful Goals

HTYC 494 – How Scott & Alyssa Leveled Up Their Goal Setting With A New Strategy

What you’ll learn

  • How to align your goals with your strengths for greater success and fulfillment.
  • Practical ways to build accountability into your goal setting process.
  • Tips for recognizing when it’s time to pivot or adjust your goals.
  • Fresh strategies to set bold, meaningful goals for the year ahead.

Success Stories

During the course, Olivia made a suggestion for me to make a small change to my sales script which resulted in a $2500 sale immediately after I implemented it. I also hit my goal of a five-figure month by the end of the course. Overall my close rate for sales has increased from 21% to 36%.

Michelle Robin, Chief Career Brand Officer

All the stars aligned and I ended up finding the right thing at the right place at the right time, and it was you guys! Everything that you said was speaking to me and the things that you had done in the job that you had transitioned out of and into. Also how finding work that you love is your passion for people! Honestly, it was you Scott, I mean, the way that you talked about it, how passionate you were, I was like, there's no way he's gonna put out a faulty product. So I'm gonna try it, you know… I recommend you to all my friends, you know, even if they don't realize that they're looking for a new job, I'm like this is the first step, let's do this! Even if you maybe don't move out of this career. This is going to help!

Maggie Romanovich, Director of Learning and Development, United States/Canada

Alyssa Barlow 00:01

I am a creature of habit, and I like to do the same things all the time. But it was a big realization for me this year, is that if we just keep doing the same things all the time, we will only continue getting those same results, and we have to be able to recognize those triggers when we're ready to move on to make things move bigger.

Introduction 00:23

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does, and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:46

Over the past few years, five years in particular, we've had one episode that got so much positive feedback, and we did it year after year after year, and then didn't do one last year. But back by popular demand is another one of the exact same episodes where I get to bring on Alyssa, my wife, and we discuss our goals from the previous year–what worked, what didn't work, our goals for next year. And now I have... I was actually really sad that, you know, I didn't get to do one of these episodes last year. Just timing didn't work out, we didn't put it into the content schedule. But I've really grown to look forward to these meetings, this conversation, these episodes, and really the goal setting process in general. But that wasn't always the case. If we go way back to 2009, our goal setting began from a place of fear. Fear that we weren't going to be able to afford the life that we wanted, fear that really pushed us to get very intentional and then eventually to set some very, very big goals. And once we started hitting those goals, I realized, "Hey, this actually works, and it can be really fun." So now, many years later, I get excited to have these yearly chats, go through this annual process, and this year, we once again decided to let you be a part of our takeaways from doing goal setting for 2025. My hope in doing this is that you can see what really goes into our annual planning, specifically the parts that went well and what we want to do differently, and then be able to take our learnings and use some of those things, use some of the tactics, use some of the takeaways to be able to make your year, 2025, the best year ever for yourself. The year that you hit some very big goals, some huge goals, and maybe even some that you thought were impossible. So all that to say, Alyssa, I'm really excited to have you back, really pumped to have you back for two different reasons. Number one, for people who aren't aware, we've transitioned you in and out of the business in various different capacities several times over. Is that right?

Alyssa Barlow 03:04

Yes.

Scott Anthony Barlow 03:04

Okay. That is...

Alyssa Barlow 03:06

Some by choice, others not.

Scott Anthony Barlow 03:08

Yeah, as it turns out. So before we jump into this, catch people up on what's happened the last couple of years. Because it was two years ago where you entered... you left the business completely. You stepped out of every single role, except for a small advising role, and stepped into your dream job. And there's a lot that's happened since then.

Alyssa Barlow 03:29

Yeah. So two years ago, I stepped away from our business to go back into education, a field that I am passionate about. I did it for two years. I loved my job. It really was my ideal career, until it wasn't. So we kind of did it as an experiment, and I did love what I was doing, but we have taken on some other projects. We opened a short term rental, and life got busier with three teenagers. And so we decided that it was no longer a fit for me to be working outside of the home full time, and so I decided to come back to HTYC a tiny bit, mostly the short term rental family passport, and then being there for our kiddos.

Scott Anthony Barlow 04:10

So I gotta say, though, you and I have had a bit of this conversation, but I'm really super proud of you. Because over the last, oh my goodness, yeah, I guess it's been about three years now, you started out you were experimenting, saying, "Hey, you know what, now that the kids are all in school, do I want to go back to a different type of job or role?" And you experimented with that a little bit. You took on, you know, some long term sub positions. Decided, "No, I don't actually want to be in the classroom in a traditional environment." And then you found this really wonderful fit for you that wasn't directly in a normal classroom, that was English language learning, right? And then after you decided this is no longer good for you, and then also, I know you care deeply about our family as it turns out, good for the impact of the family too, you had decided to leave, which I know was a really difficult decision for you. What made it most difficult for you?

Alyssa Barlow 05:14

I think because it really was an ideal position for me. I really loved what I did. I loved the people that I worked with. And of course, I love the kids. That's part of why I went back to education. But it just had become where, rather than one of the things I was going to talk about today, things that energize you, it had become one of those things that instead of energizing me, even though I loved it, it was actually I felt like pulling me away from the family.

Scott Anthony Barlow 05:40

Well, you cared about even more at that time. Yeah, absolutely. And so super proud of you for making that decision, incredibly difficult decision, and then acting on it. And then also, you stepped into running our other business, which we formed about a year ago. Is that right?

Alyssa Barlow 05:59

Yeah, almost a year now.

Scott Anthony Barlow 06:01

Wow, 11 months ago at the time of this recording, we're recording in November. And stepped into like building the operations up and then, and for a little bit of context, you mentioned short term rental. It's a company called Family Passport, and it started out just as a brand, not even its own separate organization, where we had a travel journal, we had a blog, a website, all kinds of things like that. And then has now morphed into short term rentals, vacation rentals for families that want to make memories together, right? So that is... is it fair to say that that has been way outside your comfort zone?

Alyssa Barlow 06:37

Yeah. This is a big step outside my comfort zone.

Scott Anthony Barlow 06:40

Yeah, so I think you've done a really nice job at it. I know from all the conversations we've had, it doesn't always feel like that, but what do you feel like was most outside of your comfort zone stepping into that?

Alyssa Barlow 06:52

I mean, parts of it are similar to what I had done for HTYC and in other positions I'd held in the past. Parts of it are not similar. A lot of learning in as far as specifics for analytics and data for short term rentals. I've done analytics and data in other places, but not specific to real estate or rentals.

Scott Anthony Barlow 07:18

You know what was really surprising for me, you and I had a conversation, why are certain pieces of analytics and data, why are you glomming on why are some of those pieces easier for you to learn than other pieces? And you made the point that some of the skill sets that you developed in education is looking at all of these different sources of data and analytics, even in some ways that people don't think about it as data and analytics. And so you were able to carry that over from working in a classroom, and I think a lot of teachers don't necessarily think about it that way. And those types of transferable skills was that, and easy is not the right word, that's why you're laughing, but easier in certain circumstances than...

Alyssa Barlow 08:06

Oh, for sure. I mean, just looking at data and understanding how certain sets of data go together to make impacts. Which education is data driven, if you look into it and dive into it, and that was a piece that I actually enjoyed about my most current role is that because I was working with English language learners, there was a lot of data to drive into to help them make progress and understand what I was doing was working or not working. So it's similar, but real estate data is quite different.

Scott Anthony Barlow 08:39

Let's relate all of this... let's bring this around the goals. One of the things, like, if we go back more than a few years, I can't remember what year this happened, but at some point you started talking about wanting to own a vacation property in California. It was at the time we were down in California, we were staying at this beautiful Airbnb on the water, and at some point you're like, "Hey, I get used to this. This would be a dream that I would have." And then that evolved into what we'd call a someday goal, if we're borrowing some of the language from the folks over at the one thing, what they might call, and we'd call a "someday goal" of we want to own properties all over the world, especially as our kids grow up, we want to be able to make it easy to be in the places they are. So we want to own properties and spaces, beautiful properties and spaces that are in the same places that they are, and the places that we want to spend more time in. Right? So this evolved into this really big dream. And then, so if we're bringing it closer to today, or rather, this actually started out several years ago, three/two years ago, three years ago. Three years ago, we said, "Okay, well, how are we going to make that happen? Well, we probably need to start with one. How can we buy our first property?" And then that's where we had said, turned it into a goal, and then eventually that goal led to purchasing a property in the same town, the same city that we currently live in. So we bought this beautiful log cabin on the lake across from us. And that was us trying to dive in and see, do we even want to really, like, we have this dream, but is this even now we want to spend our time? So take over for a minute. Like, what has been your... before we talk about our learnings for this past year, what, from your perspective, has that experience been like?

Alyssa Barlow 10:33

Well, definitely the first time I wrote that on a piece of paper. It was a little hard to take because that was pretty early in our, like, dream big goal setting, I guess, if you want to call it that, writing those someday goals. But then the more we talked about it, and the more we planned, the more realistic it became to not just, you know, the someday goal was to own a beachfront property somewhere, and then it kind of evolved into owning multiple vacation properties. But then as we broke it backwards, it was, "well, we have to start with one somewhere. So how do we get to the one?" And so then, as we started making plans, then it became more, "Oh, well, it is realistic. We can start with one to see if we like it" kind of similar to other experimentations, like me going back to work, like started with simple iterations of it to determine whether that was something we wanted to do and fit our life. So yeah.

Scott Anthony Barlow 11:28

And now is the part where we get to say, okay, now, several years later, now we actually have this other business. That's one of the goals that we accomplished, which is pretty cool, fun to see that in action now. It was just an idea, just about 3 or 4 years ago, and now it's a reality. But let's go into 2025 here. We did goal setting very differently this year compared to how we've done it in the past. And feel free to go back to some of the past episodes where we've talked about goal setting. And you can find some of the evolution of our goal setting, you can go to episode 316, 439, or 494, we'll link all of those up in the show notes, in the description, and you can just click on them if you're interested. But it's evolved quite a bit. And so this year, we ended up creating a retreat, a small retreat with some really good friends that also wanted to be able to set goals and set really big goals, and that we met 3 or 4 years ago, whatever it's been now, and they've just turned into really phenomenal friends that have really pushed us. And so we went and reserved an Airbnb in Arizona, a beautiful part of Arizona, and over a four, what, four or five day period, we got to have a really fun, wonderful trip and go through all the parts and pieces of what is now our system for a goal setting. So that sets the stage. What would you say, you know, if you're looking back on this year, 2024 goals, and then setting new goals for 2025, what do you feel like worked very well from your perspective? Or what were your... Actually, let's do this. What were your takeaways coming out of this past year, going in and setting new goals for this new year?

Alyssa Barlow 13:29

So I think a couple things that really made this year impactful for us and a big takeaway that I had was that things work great until it's time to move on. And I think this year was our year to move on from what we were doing, not that what we were doing wasn't great, and not that hadn't worked great for us for the past four years, but this year, we were ready for something new, kind of like when we had changed the way we were setting goals the last time, four years ago, we were ready for something new, and then it worked really great for us, until we got to the point where we were like, "Well, we think we need something else in order to keep moving bigger." So we could keep doing the same things again and probably get to the same places. But in order to do something bigger, we had to make some adjustments, and we had to reframe our minds and do things a little differently. So I think that was the biggest thing for me. It's like I am a creature of habit, and I like to do the same things all the time, but it was a big realization for me this year, is that if we just keep doing the same things all the time, we will only continue getting those same results that sometimes we have to be able to recognize those triggers when we're ready to move on to make things move bigger.

Scott Anthony Barlow 14:41

Yeah. If we want to level up or grow or evolve in what we are accomplishing and achieving the life that we want to build, and, you know, the people that we want to impact, then that's going to require our the way that we set goals and think about goals to evolve along with that, right? So, yeah, it's the whole "What Got You Here Won't Get You There" thing, right? So that's a really great takeaway. I had a similar one too, and to kind of spin off that, I'll say that one part of my takeaway was that the more years that pass, the easier it is to set more intentional goals, or to be more intentional and more impactful with goal setting. And in some ways, those things didn't necessarily need to evolve. Like here's a couple examples. One of the things that we found, as we were going through and setting goals this year, one part of our system in the past has been taking time to block everything for the entire next year on the calendar that is important, like, what are the vacations, trips, birthdays, time off, all of those types of things, whatever we wanted to make space for in our lives. We've done a pretty good job of that. And so when we started to do that this year, I realized,oh, you know what? In some years in the past, I don't even remember when it was, we created a resource that I'd totally forgotten about, and it's literally a SOP or standard operating procedures for ourselves and our family that has all those days and all the things to think about. So we just literally handed it over to Heather on our team, who's amazing and is our assistant, and she has just added it to the calendar, and it made it so much easier versus trying to think about all those things. So in some ways, we're continuing to build every year, and that gets easier. But the flip side of that is exactly what you said, which is, there are some parts that are no longer serving us well. And I think one big example of that was, instead of going to a conference where everybody, you know, if you have 100 people, or 300 people, or 900 people, or something like that, and it's built around goal setting, you're sort of moving at a pace that you can move with 900 people. And after doing this for 10, 12, 15 years, then we don't really want to move at that pace anymore, necessarily. So it was no longer serving us. So instead creating our own agenda with the people that we wanted to spend time with, and including some of the pieces that were most important to us, that was a huge... I was surprised at how, and maybe I shouldn't be, but I was surprised at how well that worked. When we went through and said, "What do we want out of this goal setting? What do we want to have accomplished? What do we want to achieve? How do we want to feel coming out of it?" And then that led us to, here's a really simple takeaway. You and I both agreed that in past years, we had left a goal setting conference and felt amazing, except that it created a whole bunch of extra work for us. Because we had the goals like 90%, not 100% complete, and we didn't want to do that anymore. We wanted 100% complete, and that required a lot of extra time and space. Right? So we built that in this year. So there's an example. What other takeaways did you have?

Alyssa Barlow 14:56

[18:11] I think the other takeaway I had kind of mentioned earlier, but it actually came out of the portion that you did on strengths, which I've heard you talk about strengths, watch webinars on strengths.

Scott Anthony Barlow 18:10

Which little bit of context for people, one of the things that we put into this overall, you know, four or five day agenda, was the three other couples that we were traveling with and setting goals with had asked if I would do a, I don't know, I think it was like a 90 minute session on signature strengths. So something obviously I love. Anyhow.

Alyssa Barlow 18:40

So I've heard all of the content, a lot of different times over the years, I've read it through emails, you know, been immersed in it since you started this business. But what I came away with this time that I had not gotten before was using the activities that energize you are typically the activities that are within your strengths. And so that really helped me with writing my own personal goals, thinking about which activities I'm putting on my calendar that energize me, using my strengths versus just writing a goal because I feel like I need a goal on the paper.

Scott Anthony Barlow 19:14

Is this something, "Yes, maybe I want to do it, but is this really how I want to do it in this particular way too?" Yeah, that's really interesting. And I, along the same lines this, you and I have had a lot of conversation about this over the last year, because at the beginning of this last year, we had a team member that went on maternity leave, and then we had a paternity leave, excuse me, and then we had another team member that later on went on maternity leave, and then we had a person transition off the team, and then another person we had been transitioning off the team had been part of the plan for, I don't know, like a year and a half or something, and all that sort of happened around the same couple of months. So I stepped back into a couple of roles in Happen To Your Career that I hadn't done for a really long time. And for some reason, it's easy to say this now, but for some reason at the time, I couldn't see that I was staying longer than I should have. It was great to step in and help out as we were transitioning the team and, you know, finding new people and everything like that. And then, for some reason, I persisted to stay in those areas which I have enjoyed those roles, for example, one of the things that was actually really fun is I got to step in and help out with meeting new people who were considering working with Happen To Your Career, and helping to custom build them plans to be able to accomplish their goals and their career changes and whatever they were going after at that time. So that was really fun. I hadn't done it for a while. And also, it's not strictly in my strengths. There are definitely people, many people out there in the world that are far better at it than I am, and we have some really wonderful people on our team that are in those roles now. So I overstayed my welcome, and it made operating not strictly within my signature strengths, ended up making a good chunk of the year much more stressful than it needed to be, and I forgot about that. It has been a long time since I've done that in that particular way, and I forgot about the profound impact that it has. At some points, it downright sucked, quite frankly. And also, there's this whole thing looming in the back of my mind where it's like, "Hey, this is what we teach people to do, like, you have to be able to role model this." So you know, hindsight is always 2020 but I feel compelled to share that takeaway because it was a relearning for me, just how much of a difference it makes quality of life feel when you get to operate within your strengths versus around your strengths, or even conflicting with your strengths. So yeah, there it is. What any other takeaways that you had from setting goals this year?

Alyssa Barlow 22:09

[22:10] Yeah, I think the other major takeaway that, I think this was one that we both shared, but you know, we did accomplish our goals last year.

Scott Anthony Barlow 22:20

Yeah, almost all of them. Right?

Alyssa Barlow 22:21

Yeah. However, like you just mentioned, some things were probably more stressful than they needed to be, or we made them more complex. Or...

Scott Anthony Barlow 22:30

Yeah, we never made things more complex. That's not a thing that we do at all. 100% sarcasm.

Alyssa Barlow 22:34

But I think what we came away with is that we do far better at excelling and succeeding and thinking big and moving big when we have someone to hold us accountable for that. And this last year, we chose not to have a person to hold us accountable for that, to make us sit down with our goals, weekly or monthly, or whatever it was that we chose to do, because we just we're going to go in our own this year, and at the end of the year, it's not that we still didn't accomplish the goals, but I feel like we could have accomplished them with a little bit less stress and a little more ease had we had that support. So I think that was the takeaway that I took. Who can we ask for support? Where can we get support from? And how can we build in that accountability? Whether it's with a coach or with, you know, the members of the retreat that we went to, whatever it is. But that's something that we both flourish off of, is having that accountability and the presence with our goals more frequently.

Scott Anthony Barlow 23:35

Yeah, that wasn't a takeaway that I wrote down, but you and I definitely talked about that, because last year we had a coach that we both worked with as a couple, and we were sort of dividing the time, and that actually worked really well for that time period. And then we stopped doing that this year, and normally, what we have done, if we look back and see where were we successful, we've done a great job of lining up people to help us focus on those particular areas, whether it's health, like you were doing that with physical therapy for a while, like, there's a lot of areas in our life where we have, like, find a person help us accomplish whatever that thing is that's really important to us. And then, yeah, we just, in some ways, didn't do that in a poor couple portions of our life this year, and it made it feel very different. It's funny. Yeah, you're right. We still accomplished the thing.

Alyssa Barlow 24:25

We did.

Scott Anthony Barlow 24:26

And many of the things, and it felt so drastically different. So, yeah, learn from us. Find the people that are going to make things easier and feel different, in so many different ways. That's a really great takeaway. I think that the last question I wanted to ask here before we break is just when you look back over this last year, what was your favorite goal that we made an impact on or accomplished? You remember off your top of your head?

Alyssa Barlow 24:55

I mean purchasing the short term rental, that definitely was a big one.

Scott Anthony Barlow 25:00

That was huge.

Alyssa Barlow 25:01

And then I think, although I guess it wasn't really a, well... So it wasn't really a goal for me to leave my job, however, I feel like it was an accomplishment to be able to make that decision and be in a mindset, in a place where we were able to recognize that although it was my ideal position, it was no longer the right place to be. So I think that was pretty big. And then I guess the other one, you just briefly mentioned physical therapy, but I had a goal to run a half marathon, and I did complete that this year.

Scott Anthony Barlow 25:33

Yeah. You're tearing. I know nobody can see, but you're tearing up, and that was a big deal for you, and you did it. So you've run, this is not your first half marathon, you've run...

Alyssa Barlow 25:45

No, I think six or seven.

Scott Anthony Barlow 25:47

Yeah, six or seven. So this is not your first rodeo or half marathon. But it was the first one that you did pain free on the other side of it, which is a big deal. I'm proud of you.

Alyssa Barlow 25:59

Thank you.

Scott Anthony Barlow 26:00

Nicely done.

Alyssa Barlow 26:00

Thank you.

Scott Anthony Barlow 26:02

And so on that note, I think that's where we end this. This is our takeaways for the end of 2024 moving into 2025. Hope to do another episode next year. We'll get you back on.

Alyssa Barlow 26:12

All right, I'll be back.

Scott Anthony Barlow 26:19

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 27:11

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 3 27:17

I recognized I was burnt out. And here I am, thinking, corporate America just quit. I won't be burned out. That solves my problem, moving on. And it really did not. At all.

Scott Anthony Barlow 27:29

When you're burned down, it's easy to think that finding the perfect role will fix everything, but that's not how burnout works. Simply leaving a job doesn't cure the burnout without giving yourself time to recover and get clear on next steps. Burnout has a way of following you around. But here's the real challenge, not everyone can afford to take a complete break from their career to recover. And that's often where we recommend what we would call a 'bridge role' or an intermediary role. A well chosen bridge role can give you the time and space to step back, reset, and figure out what you really want out of your career transition. Think about a bridge role as a strategic step in the right direction, an intentional step building the bridge to your ideal career.

Scott Anthony Barlow 28:20

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it, and if you haven't already, click subscribe on your podcast player, so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week, until next week. Adios, I'm out.

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Navigating Career Transitions with Confidence When You Outgrow a Role You Once Loved

on this episode

There’s a moment in many careers when the spark dims. The role that once excited you now feels routine — or worse, it’s burning you out. But stepping away from a role that once felt like the perfect fit can feel daunting. It’s easy to stay where it’s comfortable, even when the role no longer aligns or energizes you.

Heather Yurovsky knows this feeling well.

Throughout her career, Heather has held roles many would consider “dream jobs”: attorney, marketing director, head of business, chief operations officer. She thrived in each position, but over time, she would hit a ceiling. Despite her success, she felt the roles no longer aligned with her evolving ideals and strengths.

Rather than settling for the expected next step, Heather chose to pivot. She reflected on what truly mattered to her, choosing to make change careers to run towards what she wanted as her next career step and find deeper fulfillment. Eventually, this journey of self-discovery led her to a career that checks all of her boxes and excites her: career coaching. Now, as the Client Results Team Lead at Happen To Your Career, she coaches many of our clients while also leading our team of career coache Heather outgrew many roles that she once loved, but she never settled — as soon as she felt like her career no longer fit, she would make the necessary adjustments, and many times that meant changing companies and even switching industries.

If you feel like you’ve outgrown your role, here are a few things to consider:

  • Does your work still align with your values and strengths? Misalignment often shows up as fatigue, burnout, or frustration.
  • Are you energized by your work or simply going through the motions? Feeling stagnant is a sign it’s time to reassess.
  • What excites you about the possibilities in next chapter of your career? Lean into curiosity and exploration.

Heather’s willingness to move on from roles (even those she loved at one point) enabled her to find positions that better fit her evolving vision of her ideal career. Each transition brought her closer to a career that allows her to thrive and serve others in a way that is meaningful to her.

Making a career change doesn’t mean abandoning your success. It means honoring your growth and choosing alignment over climbing the career ladder.

Heather’s advice to career changers is clear: don’t wait until burnout forces your hand. Trust your instincts, explore new opportunities, and focus on what truly energizes you. It’s through these intentional choices that you can build a career that evolves with you.

“If you’re right on the edge, or your work is giving you pause, why wait any longer? There is no reason to sit in a state of misery to the point where you feel like you have no choice and you have to make a jump, or leap, or hit that big reset button. I think if you have any feelings of that bubbling up that it’s best to address it and feel a little bit more in control of it — I think it puts you in a place of much more power over how things are going to unfold.”

If you’re standing at a career crossroads, know that making a career change isn’t about leaving something behind — it’s about choosing something better and running towards that next exciting chapter of your career.

When you embrace the possibility of change, you unlock the potential for a more fulfilling, aligned career!

What you’ll learn

  • The importance of giving yourself permission to leave a role you once loved
  • How to align your career with your values
  • The power of experimentation in career transitions
  • How to overcome the fear of starting over
  • Deriving confidence from your past roles even when switching industries

Heather Yurovsky 00:01

I had learned over the previous 10 years that I could be whoever I wanted to be. I mean, I had worked in a new industry every couple of years, I had built companies from the ground up, and I kind of felt like there was no challenge I couldn't take on as long as it felt in alignment with the way that I wanted to work.

Introduction 00:27

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does, and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:52

Imagine reaching the pinnacle of your career field only to walk away and pursue something entirely new, something that sparks your curiosity and excites you, instead of simply following the expected next step of your career. Now imagine doing that, not once, not twice, but many times. Today's guest has done exactly that. She's gone from attorney to marketing director to head of business to Chief Operations Officer. She's even been a professional and certified coach, guiding others on their own career paths. Here's the kicker, she never had to start over. She was able to run towards roles that lit her up and evolve her career into iterations that fit her better and better every time. I think it's time to rethink what it means to have a successful career. Maybe the job that you once loved is starting to feel stale, yet you're still holding on. But what if outgrowing each role you take on and running towards something that excites you is actually the key to building a fulfilling career?

Heather Yurovsky 01:58

And they were also so kind because they knew that it got to a point where, like, we think that you probably need a role somewhere else. We think you've outgrown this role, and there's nothing else we can give you here.

Scott Anthony Barlow 02:09

That's Heather Yurovsky. And as you heard, Heather has had many dream roles in her life, moving from the legal world and startups, even launching her own business along the way. Most people would stay in each of these roles for 20 or 30 or even 40 years. But Heather's path is anything but typical. Moving from role to role, each a position that many would consider a final destination. She's continuously evolved. Choosing to leave each role behind when it no longer aligned with her vision of fulfillment. Today, Heather leads our entire client results team here at Happen To Your Career. She draws on her wealth of experience to coach clients and that we get to work with and lead all of our coaches on our team. She gets to blend everything she's learned from marketing & sales and her own career transitions to help others figure out their next steps. Pretty cool, right? So I want you to pay attention to how she talks about repeatedly reaching a ceiling in her career, and how she navigated the emotional complexities of leaving behind roles that once felt like the perfect fit, and also why outgrowing a position does not mean that you're giving up on success. Quick, little bit of backstory, before Heather joined us on our team here at Happen To Your Career, we worked with her to get her on the team for almost two years. And I think the really fun thing here is that it literally was a product of two years worth of work and her role modeling and walking the walk with everything that we teach that allowed her to end up in this role that is a phenomenal fit for her, but also in terms of how we benefit as an organization in our team. So she literally walks the walk in every aspect. One more thing before we jump into–Samantha from our team, actually got to sit down with Heather to talk about her journey. So that's who you'll be hearing from today. All right, I'm gonna let Samantha and Heather take it away. But first, here's Heather sharing where her career began.

Heather Yurovsky 04:17

Growing up, I had always glamorized the idea of being in advertising. In my mind, I really enjoyed watching commercials, which I know now everybody wants to skip them or avoid them altogether, but I really love the idea of branding and advertising and messaging. So I had these two parallel ideas in my mind of what my career would look like. One half of me really liked the idea of being in advertising and working in a big agency, and I didn't really know what was involved, but I kind of pictured the big corner office and getting to wear nice clothes to work, and coming up with cool ideas and working with interesting creative people, and then the other half of me had grown up in the law. I had a lot of exposure to it, just between my parents getting divorced when I was young. So really kind of just always having family law as a part of my being in existence. And so the other half of me also wanted to practice law in some way. It was a less clear vision, other than I felt like, "Hey, I kind of understand this. I do feel really passionately about helping others and making their lives better and easier, and I really like the idea of solving problems and really just gathering lots and lots of information to do that." So ultimately, I studied advertising in undergrad, knowing that I wanted to go to law school after I graduated. So still running these parallel paths. I did get into law school. I went to law school about a year in, so it's three years. The first year, I kind of knew this is probably not what I want to do for my career.

Samantha Martin 05:58

What made you feel that way or recognize that so early?

Heather Yurovsky 06:01

I liked the idea of, like I said, problem solving. I liked the idea of really, every issue being different, and you really having to think holistically about things. I did not like the idea of it being a business. So I wanted to help people, didn't really want to have to think 10 steps ahead to maybe have that make you more money, or it really is the business of law that turned me off. But one year into law school, still a little too early to confirm that. Funny enough, when most of my friends were going to get summer associates or internships in law firms after their first year of law school, I went and had an internship at a well-known advertising agency down in Miami, Florida. And I was like, oh, this is certainly a funny experience. I think from the outside, many of my peers in the internship were like, "Wait, you're in law school. You're also a few years older than us, like, this is our freshman year of college internship. What are you doing here?" And I was like, "I just really like it, and if I don't try it on for, I'm not going to know if it's something that's worth pursuing after I get out of law school." So I did it. It was a fantastic experience. It did confirm I did not necessarily want to do that after graduating, so I kind of shifted back to, "Alright, I'm in law school. The plan was to always finish and get my license, regardless if I wanted to practice or not. So let me put my full energy into this experience." So I really went heads down, really studied very, very hard. My second and third years of law school, I wanted to graduate, you know, with a GPA I could be proud of, an experience I could be proud of. And as I was applying for jobs coming out of law school, I kind of had that same moment where I'm like, none of this really sounds right. I don't know what it looks like. Maybe I could do intellectual property law to incorporate some of my interest in advertising, but I was really more drawn to the family law side of practicing. Meaning, how could I maybe help kids who didn't have support systems around them? How could I help couples going through divorce stop fighting over things that maybe weren't worth fighting about, and kind of put the emotions aside and be a little bit more thoughtful in how they were spending their time and energy? So I said, "I'll practice for a year again to try something on for." I did it, confirmed did not want to do it, and I was able to really confidently shut the door on that, and I knew it was just not going to be a practicing attorney moving forward.

Samantha Martin 08:35

Yeah. So after you did the... you went into law for one year. Did you do something similar after that? Or was it a complete pivot?

Heather Yurovsky 08:47

Yeah, so after I realized... I had just finished a trial, and I had this moment of, "That is it. I am beyond done with practicing. But where does this leave me?" And I think a lot of people who have career coaches or are in a career transition or career crisis have that same moment where it's like, "this is a thing that I've known I have no idea what it translates into beyond this path." So I sat down, I did what many of my clients do, you know, I perused the job boards. I was like, "Well, this doesn't look like it matches me, and this doesn't look like it matches me, and what does this all really mean?" And so I kind of set aside the I'm a lawyer identity, and was like, "Okay, but what do I actually like to do, and what do I think I'm good at?" And it was more of operations roles and marketing roles because my problem solving skill set, I think, from being a lawyer allowed me to think like an operator to say, "Okay, here's everything that probably needs to get done in the order it has to happen." And then, like I said, my kind of love for advertising and branding and communications never went away. So I ended up taking a marketing role with a corporate events startup company. So they planned events for big companies, and they were kind enough to have me on to write their newsletters and help with just miscellaneous marketing tasks. And the two women that hired me were so lovely. They really were took a chance on me. I know that I did a great job, and I know I was qualified for the role, but they did take a chance because I hadn't technically done that work. And they gave me lots of opportunities, exposed me to various aspects of the business. And I'd say, that's where I really got the idea of, "Okay, I think I need to be in startups, so I get to wear a lot of different hats." And they were also so kind because they knew that it got to a point where, "We think that you probably need a role somewhere else. We think you've outgrown this role, and there's nothing else we can give you here." Yeah. So it was a really, I'd say, lovely, like empathetic way to start my career. And then so after working at the corporate events company, I took a marketing role with a travel agency. So even though they had been around for gosh, 20-25years when I joined, it operated much like a startup. And the reason that we were fit for each other was because they wanted to actually spin off a part of their business into a bachelor-bachelorette party planning company. So it's essentially taking the travel agency and rebranding it and having, you know, a slightly different target audience. So I was very excited about that opportunity because it, again, allowed me to play to my marketing strength, but also be that operator. And okay, how do we get the whole business launched and functioning and everything connected so that we can really grow it? Ultimately, I ended up leaving because, again, I felt like I hit a ceiling where I was only going to be able to do so much. I also had started to really, I think, grow out of my more traditional marketing role and into an operator role. So I had a bigger desire to work on the operations side of a business, or business where I had the ability to work more on the operations side than pure marketing. So from there, I joined a boutique spirits company. So it was two liquor brands, one that was a premium liqueur that was sold globally. And then I was brought on because they were launching, or had just launched mass market strawberry liqueur they were expanding across the United States. So they brought me on as a marketing manager, I think it was a title, a marketing director. And very, very quickly I moved into kind of head of business type role. So I was working really closely with the sales teams, with the ambassadors, training, figuring out what the distributors needed. I was deployed to different states to actually do in field work. So work with our sales teams, get to understand the customer. So again, like that marketing side, but starting to tiptoe over into sales, and then bringing all that back to headquarters, into the operations side of the business. So how could we standardize everything we were doing across markets as much as possible?

Samantha Martin 13:11

It sounds like you were starting to find your niche more and more and more in these startups and helping them kick things off. So I know that's not where you are anymore. So what was it that you eventually found or figured out that made you want to transition out of that?

Heather Yurovsky 13:30

Yep. So that was my... Working at the spirits company was my second taste of being an early stage, early hire, so one of the first 10 employees. And after four years at the company, after getting a brand acquired by a very large name in the spirits industry, after kind of successfully growing the second brand, I again took a moment to be like, "Hold on. I need to pause for a second. I've just been running really, really fast for the last four years, and I have to stop for a second and think about what's next." And when I thought about what I was good at and what I thought I enjoyed, and I am alluding to, you know, some foreshadowing here, I thought that I really enjoyed being that early employee that could touch all parts of the business, really help build it up to a certain point so that we could start bringing in specialists, and then scale even further. So I was thinking, "Okay, I spent four years being essentially the right hand to the CEO, really helping him think through things, being a sounding board, while also being an operator in the business and doing sales and doing marketing, and it was a lot to digest, but boil down to, I got to wear a lot of different hats, and I got to help everybody else do their role as well as they could. So when I came time to say, "Okay, let me pause. Pop my head up", an opportunity came across my desk to join another early stage startup. This time a social impact consulting firm, which I had no knowledge of the industry at all, and they were looking for a head of business. So very similar role, essentially, someone to, you know, plug the holes in the ship so that the ship could get sailing and then we can rebuild it as needed. So I ended up joining. It effectively functions like a chief of staff. And when I joined, I said very clearly, like, "My goal is to be a COO, and that's why I'm here." So I want a pathway to that. I'm going to work as if you know that is what I'm working towards, which it was. And so after a year, just under a year, I did achieve that COO title, and then I worked for almost another year before I admitted everything was wrong about it. So everything I had worked to achieve, the goal I had set for myself felt absolutely awful. Every day was really, really hard, and it was starting to affect my health, like I was not sleeping. I was certainly not present at home. I love my husband for putting up with me at that time because I was probably a shell of myself. I had just given too much of myself to too many companies back to back that I really, really burned myself out.

Samantha Martin 16:22

With everything that you know now looking back at it, what was causing you to burn out at that level?

Heather Yurovsky 16:30

Yeah, it's a good question.

Samantha Martin 16:32

Was it about, I guess, the misalignment?

Heather Yurovsky 16:34

Yeah, the misalignment came from really owning an identity that I outgrew. So I think early in your career it is okay to say, "Hey, give me more opportunities", or, "I want exposure to more parts of the work that are outside of my role", and say yes to a lot of things. And then that identity did not grow with me over the 10 year period. So I was still saying 'yes' to a lot and taking on far more than I should have. I was also feeling very personally responsible for every aspect of the work that I was doing. And while I do believe in accountability and owning your role, I think now that I've had some distance from it, I also believe in, you do what you can, do it in a way that you're proud of, but at some point, you have to leave it on a shelf and say, "I'm coming back to life outside of work."

Samantha Martin 17:33

It sounds like you were Jane of all trades at every place that you were. And then when you became COO, were you able to, like, let some of those things go and delegate, or were you just still holding on to that, "Jane of all trades, I can do it."?

Heather Yurovsky 17:49

Yeah. It's so funny that you say that because I did refer to myself as a Jill of all trades, and...

Samantha Martin 17:57

That's probably a better one, because of Jack and Jill.

Heather Yurovsky 18:01

Yeah. And when I became a coach, I had to work really hard on myself to drop that Jill of all trades. I had been so proud of it. I was like, "This is me. Put me anywhere. I can do anything. I can solve any problem. I can help anyone." And I think when I became COO, everybody still saw that Jill of all trades in me, as opposed to, "Okay, now she's COO. Now we can't..." I don't know if you've ever heard the phrase like, leave the monkey on the desk. So people come in with their problems and drop it on your desk, and you're like, "Great, leave it here. I'll take care of it." I couldn't do that anymore, and I was still doing it. So even though my title changed, I'd say, I was still working in a way that was not consistent with the way that I wanted to work, and I didn't really know how to find myself find my way out of that.

Samantha Martin 18:48

So did you have a leader that you could go to and tell that to, or what happened when you realized this was affecting your entire life negatively?

Heather Yurovsky 18:57

Yeah, I did. So I did talk about it, you know, with the leadership team, and we were in agreement. And I think it was a really nice way to transition out of the business, and I appreciate that they, you know, wanted what was best for me. I also felt it was best for the business, that it was time for me to move on. And to be honest, I was so burnt out that I just needed to hit a huge reset button. I needed everything to stop, like, I had went from, I want to be a COO of a bespoke consulting firm and traveling the world and helping all of these amazing foundations and businesses change the world, to I want to stock water bottles on the shelves of a grocery store. I just want a task that's repeated, that I can do over and over, that nobody else can be asking me about because it's very clear that I'm picking a water bottle up and putting on the shelf and then doing the next one and repeating. So I really had never felt that way in my entire life. I had always considered myself very ambitious, a high achiever, and nothing felt like me. So I felt like I kind of had no choice at that moment, other to say, "This has to stop. I have to do something else, and I've got to rebuild myself. I've got to strip away everything that hasn't been stripped away yet, and figure out who I am and who I want to be, and then what do I do so I can live that."

Samantha Martin 20:25

So you went back to the drawing board, it sounds like, after burnout. So what did you come out of the drawing board with?

Heather Yurovsky 20:32

Yeah, so I spent a lot of time essentially coaching myself. So to be honest, I had never heard of a career coach. This is about six years ago, and the only thing I knew in the career space was either being in people operations. So again, operations role internally at a company, or I had met somebody who was a resume writer, and I was like, "Okay, this is all I have to work with right now." I think I knew a few people in HR, larger companies. So the first thing I did because I was really down on myself, I felt like I didn't know what I was good at anymore, I didn't know what job I could possibly have if it wasn't the same thing I had already been doing, so the first thing I did was I did a bit of a tour around to the people that I knew really knew me and believed in me, and said, like, "you got to tell me, what am I good at? I'm sorry, you know, to put this on you, but I need to hear it. I need a little bit of a boost here." And once I did that kind of listening tour, or more of an audit, I'd say I had some ideas. And then that's when I went over to the next step of the fate of the process, which was talking to people and people operations and HR and the resume writer, and saying, "Hey, I'm starting to gather pieces of here's what I think I'm good at. Here's what I think that might look like in a job. But can you tell me more about what you do?" And so that to get a better understanding, again, kind of creating this hypothesis and experiment of what do you all do if that's something I think I want to do, and then how do I position myself for it. So after talking to all of them, you know, at the end of every conversation, I would say, "Is there anyone else that you think I should speak with?" So at some point, somebody had said, "Yes, I think you should speak with this career coach", and I spoke with them, and I was like, "Oh, this is a job. Interesting. I have never heard of this. How come everybody doesn't have a coach? Why isn't this, you know, more prevalent? It would be so helpful." And it was like an instant unlock for me. I think simultaneous with that, I actually had stumbled upon the Happen To Your Career podcast as well, so that was helping me get my feet under me too, along with some other podcasts and books. But I really went on this learning journey about myself and trying to take in as much information as possible. And I had that moment of, "Oh, this is a thing that I feel really passionately about. Nobody should have to go through the experience that I just went through. Everybody should have a partner that helps them say, 'Hold on. What are we aiming for here? How do you want to be? How do you want to live? What do you want to be known for?'" All these bigger questions that I think in people's careers can just kind of get set aside because you're so focused on an end goal.

Samantha Martin 23:23

I've recognized just from talking to you about your career that it seems like you're really, really good at using your curiosity to take action through experimentation, like you've done it since the very beginning, and then instead of just sitting and looking at job boards for something that you thought might fit you better when you burned out, you decided to take to the streets and start talking to people about things that you were interested in just naturally, which is very impressive, and I feel like it makes sense that you've ended up as a career coach because you were just naturally doing the things that we say that people should do unconventionally, you were already doing them. So that's really impressive.

Heather Yurovsky 24:08

Thanks. I appreciate that. Yeah, I really, I think that my career up to that point had prepared me to say, "Let me survey the land. Let me take it all in. Let me be curious about it, and also, let me not be scared to go try the next thing." If anything, I had learned over the previous 10 years that I could be whoever I wanted to be. I mean, I had worked in a new industry every couple of years. I had built companies from the ground up, and it kind of felt like there was no challenge I couldn't take on as long as it felt in alignment with the way that I wanted to work. So I'd say the last step of the process for me was really identifying my own value statement, as if I was a business before I even said I'm going to be a career coach, before I said I'm going to my own shingle and start my own business. I said, "Okay, what are my values? How do I want to operate so that I know I'm in alignment?" I needed some sort of guiding principle there, and it came down to kindness, service, growth, and impact. So I knew I really wanted to work with kindness and with kind people. So any environment that was not aligned with that was just not going to be the right one for me. I wanted to serve ambitious people, really to help them be their best, but however they defined best, and really acknowledging that everybody has different seasons of their life. And you know, if their best is becoming COO, great. If their best is saying, "Hey, I want a job that is in alignment with my values and the way that I want to work and allows me to maybe work on some of my bad habits", great. I'm here for that. I wanted to help others grow and make sure that curiosity and learning were always present. And then last, I really wanted to generate an impact. And I defined impact... this took me a little while to think of it on a different level, but I define impact as if I can just help one person be happier in the workplace, then they'll probably be happier at home, and they'll probably be kinder throughout their life to others, and then there's that ripple effect there. So I really believe in affecting change on like a one on one level, rather than working from this big global impact all the way down to the individual.

Samantha Martin 26:31

When you look back at your early career in those threads that you were enjoying, that were piecing all the different things together, what are you still able to use in your current role?

Heather Yurovsky 26:44

Yeah, I use all of it. So first and foremost, it really is hearing what other people are saying beyond, you know, the words that they're using. So what's really behind what my clients are saying. And then being able to work with them to better understand that, and then move into a little bit more of that tactical problem solving side of things too. So self awareness is incredibly important, but at some point we also have to bring it into real life and say, "Okay, how do we want that to show up? And then what are the actual changes I can be making, or how can I be talking about myself differently to get where I want to go?"

Samantha Martin 27:26

That's, I think, proof of how we can connect one industry to another, or one job to another that don't seem like they relate. But if you are interested in a, you know, in two different industries, your personal strengths, your skills, you can pull those out and say, "What did I enjoy? What did I do well in this?" And figure out how you can frame it to transition to another. So I just think your experiences back then and where you've come now seem different, but you're still, like you said, using so many of the same skills and obviously your strengths. So...

Heather Yurovsky 28:07

Yeah, there's problem solving, there's an immense amount of curiosity and questioning in a kind way. So I think it's always healthy to challenge others on their beliefs. And you know, is what they're saying, is that really what they mean? Are they trying to say something else? And then also really figuring out, okay, how can we make a system for you to move forward? How do we stop jumping to the end goal and instead say, "What is it that I think I want? Is that end goal even fit those desires?" Because people are very, very quick to say, "Here's the vehicle." But they don't stop and think about what are they actually trying to achieve. So when you can spend time there, you can better identify maybe are the multiple vehicles to get there. Now, which one do I want to try on?

Samantha Martin 28:59

Yeah, earlier when you were talking about trying out law, we realized in law school and then in your first year of law, like, "this is not a fit." Do you remember when you did all of your experimenting and started your business for career coaching? Was there a moment when you were like, "Oh, yep, this is it."?

Heather Yurovsky 29:21

Every moment. No, I think that it was a healthy restart for me on a few different planes. So one, I got to build the business side. So I really enjoy, you know, what was going to be my branding? How was I going to talk about myself, my services I was offering? Who did I want to work with? You know, do I understand that audience? So I think, you know, coaching aside, I loved getting in and being able to build another business. But really it was putting my coaching hat on and being able to have that first formal, official coaching conversation with someone. I was like, "Oh, yes. This is why I'm doing this, and this is the thing that I want to do, no matter what, moving forward." So if it ever takes a different form, I know coaching will still be in there.

Samantha Martin 30:11

So if you could talk to your early law school self now, what advice would you give her?

Heather Yurovsky 30:20

Oh, gosh. If I'm being honest, I don't know if I would give any advice. I would... I am very, very grateful for the windy path that got me to where I am today. So I think individually, each of the experiences I had were incredibly valuable. They've made me the coach and the person that I am. So I think that maybe subconsciously, what I was doing, maybe as advice, I would explicitly say, "keep paying attention to what gives you energy and what drains you. Keep paying attention to the identities that you're adopting, whether you even need to take on those identities and keep being curious and trying new things."

Samantha Martin 31:05

Yeah, that's honestly the best answer because there shouldn't be any regret looking back on your career journey, because even the bad experiences you learn about yourself, you learn some skills, like, so that's a really good answer, honestly.

Heather Yurovsky 31:18

Thanks. Yeah, I learned so much in the hard moments, and even, you know, the good moments, I think that I took for granted when I started being a coach, I was like, "Oh, I didn't realize that I had this whole other set of skills that I hadn't tapped into before, or maybe I had, and I just didn't know it, but I had also absorbed from all of the people that I had worked with." So I think that I really understand 360 degrees around an individual, but also around so many different careers and industries, because I really did have to learn many, many industries from the ground up, especially in the consulting firm I was thrown into working with finance companies, hospitality groups, I mean so many different areas of business that I can really see all the steps forward, regardless of the function or the industry.

Samantha Martin 32:13

I keep thinking back to the ladies in the startup that you first worked with that you mentioned, like, how empowering they were. Seems it could have been a game changer for you, because some, not so many, but many people have, you know, not their best bosses that are really discouraging, and they think that's all there is. But you were shown pretty early on that when you hit a ceiling, to keep on moving, you don't have to... it seems like they taught you so many lessons just from the beginning, and they were so encouraging. And that's probably why you've become the, not solely, but a big reason you've become the leader that you are because you were shown that. So I think that is an important thing to show leaders just how much of an impact you can have on even like the youngest people. Who knows if you have high schoolers working for you, or young college kids or early adult, like, so formidable, even just like letting them go or telling them to find a new job.

Heather Yurovsky 33:11

Yeah, and that's the... I think that's the ripple effect that I think of. I'm like, okay, if, let's say I'm working with a manager and we're, you know, they got the job, they're past the first 90 days, and then we're continuing to work together on what kind of manager do they want to be, and are their words and actions matching up, and if they're a better manager to their direct reports, those direct reports, if, let's say, early in their career are going to remember that, and they're going to learn from it, and they're probably going to want to emulate that type of manager in their next role, or when they are managing others. So just like everyone I've worked with, I attribute my success to good or bad. I think that happens to all of us. It's the people that we're surrounded by that really make us who we are.

Samantha Martin 34:00

Another thing I wanted to call out is how you really enjoyed each of your roles at the very beginning, it seems, maybe besides law school, but after, like, your law job, but after that, it seems like you really enjoyed it, and then you eventually got to a point where you wanted to move on. A lot of people, it seems, think that if they once loved their job, that there's something wrong with them, almost, if they're now disliking it, and you might have just grown out of your role, or things might have changed at the role. And it seems like people have a hard time accepting that it's time to move on if they once really loved their job.

Heather Yurovsky 34:39

Yeah, it's like a death in a way. We mourn what was. I think, the way to reframe it is that it doesn't fit anymore, and that's okay, because you grew, you know. Thankful... be thankful for the experience. It was wonderful. You did enjoy it.And now for whatever the reasons are that it changed, it has changed. So rather than fight that, it's probably better to accept it and figure out, "Okay, what's next from here?" And then in your next role, it is... okay, if maybe the change before in my previous role was partially because of me, did I do something "wrong"? When you're in your new role, you can continue working on that. So again, figuring out how you want to work and making sure that you are moving towards that.

Samantha Martin 35:31

So we are almost, we're close to wrapping it up. I know I already asked you to give advice to your past self, but what about... Is there... What advice would you give someone who's right there on the cusp of thinking they want to make a change, or they're burnt out, or they just want to do something different, or their work doesn't add to their life anymore? Somebody who's right there thinking about making a change.

Heather Yurovsky 35:56

Yeah. If you're right on the edge or your work is giving you pause, why wait any longer? There is no reason to sit in a state of misery to the point where you feel like you have no choice and you have to make a jump or leap or hit that big reset button. I think if you at all have feelings of that bubbling up that it's best to address it and feel a little bit more honestly in control of it. I think it puts you in a place of just much more power over how things are going to unfold.

Scott Anthony Barlow 36:39

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 37:32

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 4 37:37

It just became very clear to me the level of unconsciousness that I had been living with and that lack of intentionality throughout my entire history.

Scott Anthony Barlow 37:51

Have you ever looked at your work calendar or to-do list and thought, "I don't want to do one single thing on this entire very long list." You might think this is normal, that you should just put your head down and push through, but actually, if you experience this over and over for a long period of time, it's pretty likely a red flag that you're not working in your strengths, and it's time for a change.

Scott Anthony Barlow 38:19

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it, and if you haven't already, click subscribe on your podcast player, so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week, until next week. Adios, I'm out.

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on this episode

“I was putting all my eggs in one basket, because I knew it was the right fit”

Figuring out your next role can seem almost impossible, especially when you’re trying to switch industries. This is especially true if your experience is rooted in the industry you’re trying to leave behind.

Jenna had been a bedside RN her entire career, but no matter where she worked, she always felt misaligned. She knew that she didn’t want to spend her life tolerating a career that didn’t make her happy, and something had to change.

Having her first child was the push she needed to go after what she really wanted—true career happiness. Jenna wanted to set an example for her daughter that work didn’t have to suck. She wanted to spend the hours away from her daughter doing something she loved.

She felt lost in the endless possibilities for her next career move, so she decided to focus on something specific: organizations. Jenna got really particular about what she wanted out of her next company:

  • An organization in the health space
  • A company that was making a big impact and truly improving lives
  • A company culture that matched her must-haves
  • A flexible schedule, possibly with work-from-home options
  • Autonomy in her role

With this list in hand, Jenna narrowed her search to eight possible companies—three she was extremely interested in, and one front-runner she felt drawn to. She decided to make this front-runner her priority.

Jenna put everything she had into learning about the company and making connections. She reached out to employees on LinkedIn, sent personalized emails, and even recorded Loom videos for hiring managers and the CEO.

Initially, Jenna was rejected for the role at her top organization. But rather than giving up, she asked the hiring manager what she could have done differently, and was given invaluable feedback. The role ultimately went to someone with more experience, but Jenna wasn’t dissuaded.

She took the advice to heart and doubled down. She continued building relationships, learning more about the company, and staying connected. A few months later, the same role was posted again. Jenna applied, reached out to the hiring manager, and was thrilled to learn they’d actually been planning to reach out to her!

Jenna ended up landing the role the second time around. In this episode, you’ll hear how she zeroed in on her ideal organization, used creative tools like Loom videos to stand out, and stayed persistent even after a setback—ultimately landing a role with her perfect company in a completely new industry.

What you’ll learn

  • How to focus your career change by narrowing down and targeting your ideal organization
  • The power of specificity: identifying key company attributes that align with your values and career goals
  • Creative strategies for standing out in your job search, including using Loom videos to make connections
  • How to handle rejection and turn feedback into a successful second attempt
  • The importance of persistence and building relationships to land a job with your ideal organization

Jenna Bias 00:01

I realized it wasn't so much important, of like, what my next career title was gonna be but it was more important for me what I wanted in a company.

Introduction 00:16

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does, and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:41

Imagine you open your email and there in your inbox is a message from your ideal organization telling you about an open role they think you would be great for. After a well deserved celebratory dance break, of course, obviously, then you can pat yourself on the back because you made that happen. Okay, this might seem a little far fetched and seems sort of out there, but this could be your reality just months from now. There are ways to engineer situations to become the perfect candidate for your dream organization, and then build relationships that get on the hiring managers outreach lists. Okay, so a lot of times, if you've been a hiring manager before, it's not necessarily this formal, but it absolutely is the way that it works. As soon as you know there's a need in an organization, then you start to think to yourself, "who could fill this need?" Okay, well, if that's the case, and you know that, you can use that to your advantage in some really positive ways for yourself and the organization and the hiring managers. All this could either be your reality, but you have to be willing to do things drastically different in order to stand out.

Jenna Bias 01:56

For some people, getting specific on your role could help. But for me, getting specific on the company is what helped most. But either way, I think getting specific is what's going to give you clarity, and it's going to allow you to get to the place that where I was putting all my eggs in one basket, because I knew it was the right fit, rather than posting up on LinkedIn job boards and Indeed, and just putting your resume out there for umpteenth places like that has minimal effect.

Scott Anthony Barlow 02:26

That's Jenna Bias. Jenna is an RN who had worked as a bedside nurse for her entire career. When she began to reach the point of burnout, she knew that in order to find fulfillment in her career, she needed to switch industries. Jenna began really digging into what she wanted and what she needed out of her next career change, and Jenna began really digging into what she wanted and needed out of her next career and narrowed down her search to just a handful of companies that she was really excited about. She then went above and beyond in her attempts to build relationships with people at her top target organization. You'll hear her talking about the strategy of using loom, a video messaging tool, to reach out to multiple people at this company, including the CEO. Her persistence and determination ultimately got her out of bedside nursing and into a role with her ideal company. Jenna does an awesome job explaining all of the steps she took, the tactics she used, and how she got herself in front of this organization.

Jenna Bias 03:27

I got my first degree in nutrition, and I really enjoyed it, like, I was your typical, like, nerd. I really enjoyed my classes. I loved working on group projects. And I think what it boiled down to at that time was the content. I was really interested in it. But then it came time to utilizing that degree for a career, and I was really stumped, as most 22 year olds are. So I kind of wrapped my brain, you know, I wanted to make a decision that was "stable" and that led me to nursing. So after my degree in nutrition, I got a second degree in nursing. And looking back, I think the signs were all there that it was not a good choice for me, because contrary to my time studying nutrition at Cal Poly, I did not enjoy the content. I wouldn't say dreaded studying, but you know, the joy wasn't there how it was with nutrition. But I kind of ignored the red flags, continued on, and ended up being a nurse. And of course, as I'm sure everyone can guess, that kind of misalignment continued into my career.

Scott Anthony Barlow 04:39

Yeah. Where did you start to recognize and pay attention to those red flags? Where did you start to first learn that maybe this isn't quite right for me?

Jenna Bias 04:49

Yeah, I think for a long time I chalked it up to like situation. So for my first nursing job, fresh out of nursing school, I was working in an emergency department. I was working 12 hour shifts. I was working night shift, and I had an hour-long commute. So just to like put that into perspective, I would leave for work at 5:30pm, get to work around 6:30, get ready, work a 12 hour shift till 7am, give report, drive home at 7:30am, shower, go to bed from like 9am to 4pm and then do it all over. So I recognized early on that it was not sustainable, regardless of if I loved the work or not, I'll get to that in a bit, but just the situational aspect of it. But at the time, I was a new grad nurse, just kind of doing what I thought I needed to do to get my foot in the door. And so then fast forward, when I got my second nursing job, it was a hospital closer to home. I was working eight hour shifts. I was working days. I liked my co-workers. So a lot of those key pieces had changed for me. So here, I thought this was going to make a big difference for me. I actually remember my husband, when I got the job, saying something along the lines of, like, "Oh, this is great. Like, I feel like you'll probably be in this job with this hospital for a long time because of all the situational aspects." But what I soon realized is the work was the same, and so that level of unhappiness was the same for me. It wasn't about the logistics, like, I didn't care if I was working long hours. Yes, not having a long commute was nice. But for me, the work was not only not filling my cup, but it was like draining my cup. Like, draining. So, yeah, I think it took a few jobs for me to realize, okay, it's not the situation, it's the work, and just kind of coming to terms with that and getting over the barrier of making the decision to finally leave this career even though I spent so much time, effort, and money to getting here.

Scott Anthony Barlow 06:55

Once you made the decision that you were going to transition, what did it look like for you to decide where you wanted to focus your time and energy. What did that look like?

Scott Anthony Barlow 07:06

[9:06] I'm curious what made that so helpful, and why do you think that that worked and jived with you?

Jenna Bias 07:06

Yeah, that part was tough, too. I remember telling Phillip, my coach, in the beginning that he asked, you know, "Oh, what's some..." like a piece of advice to me that I can use along the way to kind of keep you on track, or, like, bring you back in, you know, if I ever feel like we're getting off the right path. And I told him, I was like, "I love a lot of things. I have a lot of interest. I tend to be a somewhat like, indecisive person." And then I gave them the example of, like, when I go to a restaurant, like, always want, like, try new things, and there's so much that looks good, but a lot of times I pick something and I'm like, "Oh, man, this wasn't like as good as I thought." And so I told Phillip, I was like, just remind me to, like, just pick the cheeseburger. And what that meant to me was basically, like, pick something that's rooted, that I'm rooted with, that I know is always going to be something that I'm passionate about, and bring me back to, like, what aligns with me, rather than kind of getting lost in all these possibilities. So that really helps because I felt like when I was leaving nursing that there was so many possibilities, it was a little bit overwhelming, and I didn't know how to hone in on exactly where it is I wanted to go. Which I'm sure is probably, I know there's some kind of, probably two types of people in the career change path, like, one where they want to leave their career and they know exactly where they want to go. And for me, I knew, like wholeheartedly, I wanted to leave, but I didn't know where I wanted to go. And I think that probably is a big barrier for people leaving initially, too. Because, oh, not only do I want to leave my career back, I don't have a plan of where I'm going next. Like, that's a hard pill to swallow. So for me, getting just like, kind of going back to my roots, you know, with the whole, I've always been interested in nutrition, always been interested in health and wellness, how can I take that forward and get specific on what I want to do in my career? That helped me a lot.

Jenna Bias 09:11

Yeah, totally. I think it's two parts. The first part is I got so lost in all the possibilities of different career types, and didn't know which one was going to be a good fit for me. And it wasn't until we kind of took the title, I guess, the career title off the table, that I finally started to get some clarity. So I realized it wasn't so much important, of like, what my next career title was going to be, but it was more important for me what I wanted in a company. So I got really specific about that. I knew I wanted to work still within the health space. I'm always loved, like, more of the functional medicine side, compared to the conventional medicine world that I was working in the hospital. I wanted a company that was having a big impact on people. I was, like, making a difference for the better. That was a big thing for me. Yes, I was working in a hospital setting "helping people", but it was a bit of a broken system, and there's much like a revolving door kind of analogy with the hospital. So moving forward, I really wanted a company that had a truly positive impact on people. I was got really specific on the type of culture I wanted to be in, some ideals, but not deal breakers was types of schedule I was kind of intrigued by this whole work from home wave, and I liked the flexibility of it, and I really wanted a big thing for me was autonomy in my role as a nurse, you're kind of binded by the red tape of a hospital, and it dictates your day. I really wanted a role where I could kind of like lead myself and have responsibilities that I took care of on my own. So none of those things point to one role, right? But you could theoretically find companies that really emphasize those things or prioritize those things. And when I did that and got, you know, there's several other things that I got really specific about, it ultimately led me to three companies. I think I had a list of, I think, eight companies that were possibilities, but really only three that I wanted to entertain the idea of looking into, and only one that really, like, spoke to me. It seems so weird when I found the company that I work for now, I just had this feeling like, "Oh my gosh, this is the company I'm gonna work for next", which is strange, because I never... I'm not really like a love it for sight, or like I'm blanking on the word, but you know what I mean? Like, I'm not that type of person where I think things just happen like that. So it was kind of interesting.

Scott Anthony Barlow 11:48

As you started investigating this and other organizations, what caused you to realize that all the work that you had done with your ideal career profile or to define what it is that you actually wanted in your next opportunity and beyond, what caused you to believe that, "No, this is actually, in fact, where I want to be and what I'm looking for."?

Jenna Bias 12:12

Yeah, actually, I never thought of this before. But it kind of reminded me when I was talking about how I felt when I was a college student studying nutrition, that's how I felt like when I found this company. I mean, I did a ton of research on them. I would read up about... I read about the CEO, and I read about their trajectory, and I would look at their website, and just kind of look at what they had going on most recently. And it was interesting to me, like, I felt like I did when I was back studying nutrition. So I think, and I think that's how a job should feel like if you're really interested into it, you're just going to perform better, be more engaged. And that's how I was even just learning about the company, let alone working for them. So I think that was a big green flag for me.

Scott Anthony Barlow 12:58

That's interesting. And it's interesting that you're picking that up now in hindsight, too, that it was the same types of feelings. Well, one of the things that we do behind the scenes as coaches, that's where we're often trained to hone in on those types of recreations of the feelings, if you will. So where have you found that type of joy that you're looking for? Where have you found that type of environment or situation in the past? Okay, now, how do we identify where you can experience that in the future? And then how can we use that as a tool for measurement to indicate that you're heading the right direction? And it's not a perfect science by any means, but it sounds like that's part of what you're keying in on.

Jenna Bias 13:43

Yeah. And I'm glad you pointed that out, because I think at the time that I was creating my company outreach list, knew that my company was my number one. But it wasn't until Phillip was like, "Well, why are we... I was creating this to-do list of how I was going to reach out to several companies at once." And he's like, "Well, no." He's like, "Clearly, you feel some type of way about this company, like, let's hone in. Let's focus here. Like, I want you to put your efforts here." And he was the one that, really, I think, more than I did at the time, saw my draw to this company. And in my mind, I was like, "Well, no, I can't, like, put all my eggs in one basket. And I can't, you know, that might be unproductive if I'm just reaching out to one company." And I realized throughout this process that that's one of the big takeaways for me, was you gotta get me, like, on job boards, applying to all these different jobs, but it's never going to work because you're not fully presenting yourself for maybe the job that you really do want. And I think once I recognize that how if I really dedicated myself to this what I wanted, then I could get it if I navigated the right way and communicated myself in the right way. So yeah, you're right. I think Phillip, kind of, picking up on that, really, is what kind of led me to them even more because before I was kind of trying to, like, spread myself thin across the board of all companies.

Scott Anthony Barlow 15:09

It's very much against conventional wisdom. Like, I heard you throw a couple of quips out there, like, "don't put all your eggs in one basket and add two or three more". But if you go after what you want, and you're focusing most of your energy on that, it becomes a lot more possible and more likely that you're going to get to what you want, which, of course, sounds logical after the fact, and when you say it that way. But when you're experiencing it, and you're going through that, you've got all the emotions and everything else that is sort of stopping you from heading towards where you actually want to go. So I appreciate you sharing that. Also, one of the things that I know was a part of your story is you did a phenomenal job not just putting effort towards this particular organization that you had decided that, "Hey, this is it. This is where I want to be, and I want to figure out if that can happen first", but also you had a great reach out strategy. Tell me a little bit about that. What prompted that, what was the situation, and tell me a little bit about what you did in the nitty gritty to be able to begin building relationships at this organization.

Jenna Bias 16:17

Yeah, I think the first part, which I kind of touched on, was like, just doing a ton of research. And that honestly came from, like, just my natural interest in the company. But I think in the long term, A, it helped me realize, "yes, this is where I want to be." And B, it just helped me foster those relationships down the road, because I was genuinely interested in these people that I was talking to. I knew about them, I knew about the company, so that just helped be more candid down the line, because I didn't feel like I was, like, meeting strangers.

Scott Anthony Barlow 16:47

So when you say research, you were researching the individuals in the organization. How did you go about that research?

Jenna Bias 16:54

Yeah, first, it just started out as company research, and then so the company is technically a startup. They've been around for a couple years now, but because they're a startup, kind of, based in San Francisco, in a very, what's the word, they're in the functional medicine space, right? So it's a very upcoming topic that's on the rise. So because of that, Rupa has been mentioned on several other podcasts. My CEO has been on several other podcasts. So just one step of research led to another, and I found myself just learning a lot about the company that way. And then furthermore, when I decided to apply to certain positions, like I mentioned in their application process, they often would have a little blurb about the hiring manager there. They're very transparent about who would be hiring. And so I almost feel like it's almost like an invitation, like we're telling you, "Hey, I'm the person doing the hiring here. I'm introducing myself to you via the application." I almost felt like it would be like a disservice to not then go introduce myself, like they're almost asking you how I felt. And so and I think for me, that made it a little less uncomfortable, just kind of like cold emailing, cold reaching out, but I kept it light. I kind of echoed their casualness, which for me, was more comfortable than you know you're typically taught to be, like...

Scott Anthony Barlow 18:13

"Dear so and so. I found your company while I was searching on LinkedIn, and I..." Yeah.

Jenna Bias 18:19

Exactly. Yeah, so that made it a little bit more comfortable. So as far as reaching out, like via LinkedIn or email, that wasn't super challenging. It almost like I said, seemed invited. But then I did kind of take to the next step, and created a few loom videos to just kind of further introduce myself, but further express my interest, like face to face. Because, I mean, you can say so much in an email, but I feel like, until you hear someone out and like, see their genuine like expression, I feel like that goes so much further. And at the end of the day, lots of people are sending emails. So I feel like, if you can create a little video and kind of put a face to the name, I think for me, that ended up being like, priceless.

Scott Anthony Barlow 19:02

Well, it's not perfect for every single situation, but it in your situation, I think it was highly effective. Because, one, as you said, you can put a face to the name, which creates a more personal type of approach. It also, in your case, it was a casual company already, like, that's how they operate. You had already done the research to indicate that that wasn't just a thing that they did on their website, like they operate this way, right? So in your reach outs, if you're modeling that in the same tone, it strategically feels to them like you fit. And more importantly, you'd already done the work yourself to realize that that's what you wanted, so you're simply answering their call to help them understand why you're a good fit in ways that they don't even necessarily, it's not like on a resume or anything like that, it just feels like it.

Jenna Bias 19:54

I think too. I didn't mention this, but the fear that goes along with it is like, oh, the potential them not responding, which I didn't realize now it really doesn't matter. They get so much influx of information. It's like, who cares if they don't respond? But for me, my CEO did end up acknowledging my video and just sent me like a simple email back, telling me good luck on the interview process. And from there, I ended up applying to, I think, four different times through a few different roles. And every step of the way, I just shot her an email updating her on my journey, and she responded to every single email, not being like, nothing like extraordinary, but just the response in itself was like to me, again, just exemplified this is a company I want to work for. Here's this busy CEO taking time out of her day to just shoot me a quick email acknowledging the work that I'm putting in to try and be a part of her organization. And then, yeah, as far as applying to multiple roles, it just came down to, I knew this is the company I wanted to work for. So again, rather than spreading myself then across different companies, I was like, "No, I'm just going to focus here." And even though I actually got denied initially for my current role, obviously, in the end, it ended up paying off when I applied the second time. And I think a large part of that was because I had already touched base with the hiring manager. We did already kind of have that rapport. And, yeah.

Scott Anthony Barlow 21:21

Okay, so let's dig into that for just a second, because I think that's important. First of all, I will say most people in the world, after they get turned down, are not going to go back and they're not going to continue to work at it. Also, one of the things that we see over and over again is that is something that is relatively normal. I cannot tell you, well actually, if for people who've listened more than one episode, you may have already heard that story a few times along the way, because it does happen relatively frequently. So kudos to you for continuing to persist. And also, what did that look like? Take me through, I think you said you applied for four, how many did you interview for? What did the process look like?

Jenna Bias 22:06

Yeah, so one of them that I applied for initially, to be frank, I knew was, not that wasn't a good fit, I was just like, highly under qualified. It didn't so much... I think there's a lot of situations where you can pull from your past work and kind of more fit to fit new roles. In this situation, when I tried to do that, it was a stretch, to say the least, but I gave it a go. And that was one of the situations where I did create a loom for that hiring manager as well as their recruiter, and I sent her a LinkedIn message, just introducing myself. And she was very sweet in her response, and transparent in the fact that I probably wasn't going to have what they were looking for in that role. But again, it was the response for me of how they handled it that didn't turn me away, because they were so inviting, encouraging, not everyone's gonna be a good fit for every role, so I didn't take it personally. Late, fast forward, I applied to one other role that I never actually heard back from because I think what happened is I applied to my current role, and at that point I had made contact with the recruiter. So I went through the recruiter like a phone screening, and then got to the first round interview with the hiring manager, which it went great. We really connected and talked about the role, and it was something that I thought would be like a really good fit. And then I didn't make it to the next two phases of the interview. So then at that point, we exchanged some emails. She, again, when I got the denial email, I asked her just for positive feedback, you know, what can I do differently, any recommendations moving forward. And she sent me like a novel, which was super awesome. I could tell she took, like, time out her day to give me feedback. Who, A, I'm not even going to be working at her company yet, and B, she doesn't really even know me, but I think that's because when we had our interview, like we were able to connect, even though I didn't end up being the pick for the role that time, she could still connect with me on a personal level, and we still learned a lot about each other. So to me, that first interview was still a win because we fostered like a relationship.

Scott Anthony Barlow 24:12

Yeah. Wait, can we dig into that for just a second? Because I think that's a frustration for so many people. Like, hey, I'll ask feedback, and I won't get anything, But you got a novel worth of feedback, because not by accident. And yes, this is an amazing organization, and clearly they value people who are interested in them, but also they don't have infinite amounts of time too. So the reason this worked is you'd already started to establish some kind of beginnings of relationship with the CEO. I'm sure those emails were probably forwarded. I don't know, but probably they were forwarded over to recruiting, or maybe they were BCC'd or something else along those lines. You had continuous touch points all along the way. Maybe they talked behind the scenes, maybe they didn't. But then you had, as you said, began to build a connection during that interview, and you had focused on that, so you now have the beginnings of a relationship. So now it's not just some random candidate asking for feedback, it is this person that I know and had a great time with. And that's totally different when you go to make the ask, than just some random person that's out there. So I wanted to take a moment and just break that down, because you did a really nice job allowing it to get to that point so that it worked when you went and asked for feedback.

Jenna Bias 25:29

Yeah, I think a big thing for me, I'm sure it's probably for other people as well, is because I had all those touch points and in situations of like, asking for feedback. I know big thing for me was like, kind of a fear component. I almost felt like, "Oh my gosh. Am I reaching out too much?" You said, "Oh, they're probably talking behind the scenes, like, in a good way", but in my mind, I was like, man, are they like, "Oh, that Jenna girl. She applied again."

Scott Anthony Barlow 25:56

"Never hire that one, xxx.",

Jenna Bias 25:57

Yeah. Get rid of her. And of course, that's just your like, limiting beliefs that I'm sure everyone has, but no. So then after I reached out, got that feedback, it was great feedback, I rather I wasn't, obviously, I was disappointed. But like you said, a lot of people, when they get denied, are kind of turned off. And like, maybe would like go the other way. But I was just more intrigued, and I was more like, on board. I sent like, a really nice email back, and I told her, I was like, "I'm gonna continue to, like, watch your job board. But if a new spot opens up in the future, like, please do consider me." And so sure enough, I did watch their job board here and there. And I think it was two or three months after I initially applied for that role, that I happened to notice that the role was up again. And so I just reached out directly to the hiring manager before submitting an application, just to kind of express my interest. And right away she was like, "Oh yeah. Like, you were actually on my list of people to reach out to this week. I definitely would want you to reapply. If you could just go ahead and submit the application, we'll go through the process of interviewing again." So I did that. And then obviously, this time, I made it through the entire interview process, which was that initial interview with the hiring manager again. I did a mock demo. So big part of my job is doing demos for my company. So they just, you know, it's kind of a make sure you can do the job kind of thing. And then I had an interview with my manager's manager, and then the last kind of piece was a call with the CEO. So that was the steps.

Scott Anthony Barlow 27:30

What was different? Do you know now what was different, or what took place behind the scenes, where you said, "No, we're not proceeding further than the process the first time", but then the second time allowed you to. I know from being behind the scenes in many different organizations, all different industries, there's a million different things that can come up that might create that situation. But I'm curious, do you now know what caused that, or what was happening behind the scenes?

Jenna Bias 27:57

Yeah, and I think this is valuable for people who are, like, "switching industries", which I was. A big, like, limiting belief for me was, you know, why, especially in this industry, I was like, "why would they want to hire a nurse? Like, my job is so different. And on paper, I'm missing some key things that they're looking for." And I think to an extent that is true, like there is certain things that they are hiring for in their new candidate. And I think the first time around, they found that candidate who had all those things. Things that I, you know, no matter how long of a nurse I was, I was never going to have, because they were totally out of my realm. But in the second time around, I think they're a little bit more lenient on what things are willing to give up in hiring a candidate because I'm exemplifying so much else in staying consistent with applying, building these relationships, staying committed to the company, I think those things like speak volume and so I think they knew that I was a good enough fit, even without maybe some of those key bullet points on the application because of the actions I was doing. So yeah, I think to answer your question in a more concise way, the first time around, there was like a perfect candidate who met all the bullet points that I was never going to have because of my experience, unless I went and got additional experience. And the second time around, I think because of my actions and they knew me, they were willing to kind of look beyond some of those bullet points that I missed because of what I had done leading up to that second interview.

Scott Anthony Barlow 29:30

I think that is super cool. There is, well, it's no longer there. We had a section of the Happen To Your Career book, actually, that when I first wrote it, I think it was version three or four that was all about how to engineer the situation to become the perfect candidate that when a position actually opens up, then you're on the list for that hiring manager. And we ended up scrapping it for the final version of the book. But I think the concept is super true to what you experienced, even though they found somebody initially that they thought was going to be the right fit, and they were ready to go down that road, you had taken all of these little touch points, all of these different situations to where you literally were on their list when they opened it up again and they were going to call you if you didn't contact them, which is pretty cool. Nicely done. So what advice would you give to someone who's in the same type of situation where,go back a ways here, and maybe they're in the place where they've now decided they've done the hardest part, as you said, where they've decided, "okay, I know that I need to make a change", and now they're ready to make a change, and they're ready to find what is truly right for them?

Jenna Bias 30:52

Yeah, I think a few things, like, I kind of touched on this before, but getting specific whether, I mean, like I said, I think for some people, getting specific on your role could help, but for me, getting specific on the company is what helped most. But either way, I think getting specific is what's going to give you clarity, and it's going to allow you to get to the place that where I was, where I was putting all my eggs in one basket because I knew it was the right fit, rather than posting up on LinkedIn job boards and Indeed, and just putting your resume out there for umpteenth places like that has minimal effect. And I think people do that because they're not really sure what they want. They're not specific, so they're just kind of like hoping something's gonna stick. And it's just not a very effective approach. So I think once you get specific, you're able to kind of hone in on how you can be effective in getting the role you want. And then I think, which is funny coming for me, because I'm not typically this type of person, but being different, getting outside of your comfort zone, and kind of thinking outside the box, I had only ever applied to nursing jobs, that was my only career before this. And it's very cut and dry, it's very much, "Do you have the licensing? Do you live in the area? Do you have all the educational components?" It's not about creating relationships. It's not about putting yourself out there. So I didn't know that this whole side of the application process existed and was so impactful. But it is. It's like, when you go on LinkedIn or on job boards, and you look at a job and you see, oh, 300 applicants. For me, that was always really off putting because I'm just like, "Okay, I'm just one person. I'm just one application." Which you are. You are just one application. So if all you're doing is submitting your application, you're probably not gonna get it, just the odds are not in your favor, right? So I think in this job market, and in today's day and age, with just how like innovative people are, like you have to do something different if you wanna get to where you wanna be.

Scott Anthony Barlow 32:54

Maybe, through this process, you have now become the type of person who is thinking differently and behaving differently. Who knows?

Jenna Bias 33:03

Yeah, man, that's true.

Scott Anthony Barlow 33:06

I think it's such a great point, though, because I think that that's like a dividing line for people when you get 300 applicants in a single role, and shoot, we've had as many as 800 applicants in a single role here at Happen To Your Career, like, we're a relatively small organization. And arguably, not that many people in the world have heard about us, compared to like an Apple or Facebook or something else, Google. And that's a lot of applicants, and that can steer people two ways down the fork in the road where, "why even try because the odds are against me", or, as you said, recognizing that if there's 800 people there, you need to do something drastically different to be able to stand out, get attention, be able to help them understand why it might be worth their time. So that's super cool that you recognize that, and that you've learned that, and that maybe you're now on that way to becoming that type of person in the future.

Jenna Bias 34:03

I mean, I will say, I think a large part of learning was, you know, working with my coach, Phillip. And I think that's where, like, having a coach plays a great role of kind of bouncing those ideas off somebody and then just kind of building you up. I remember so many times I would like come to Phillip with my ideas, or, like, what I had written up, and he's like, "Jenna, you know, what to do. I'm literally just here to tell you to do it, like, to give you the confidence boost, or to give you, like, you know, just another set of eyes, to say, like, yes, that's a good idea." So I feel like a lot of times, just having that person to like, soundboard you is really helpful to kind of like, get you in the right direction.

Scott Anthony Barlow 34:39

Even though I've been coaching for 20 plus years now, it still feels strange to me to some degree that we all need that, like that sounding board in one way or another. And that can literally be the difference between it happening in reality versus just staying a thought that maybe this is the right thing for me to do. And I suspect it might be. On one hand, even with a coach, it still requires that you're taking the steps forward. So really, really nice job. You've done amazing work. And I think that sometimes on these episodes, it's hard to represent in a 30 or 45 minute time period, just all of the work and the ups and downs and everything else that went into making a many month career change into something that arguably didn't fully have the resume experience for or whatever else it might be.

Jenna Bias 35:38

Yeah, I mean, I never would have got to where I am if I only did a month of work. It took several months. And I was, what's the word, I was a little hesitant, or, like, off put by the initial timelines of things. And I was like, "Oh, well, like, I'm a really hard worker, like, I will put in the work, and hopefully it'll happen sooner", but some things are out of your control. So it's like I could do all of the modules, and I could do the legwork of digging into my strengths and getting specific about what I wanted in a career and in a company, but I couldn't create the role, and I couldn't create the company's timeline for me, right? It had to be... it's a two ended spectrum. So it's like I was ready, but they needed to be ready too, and for my current situation, they weren't ready for me for six months. So I just feel like, you know, if you go into it, yes, work hard and be persistent, but know that you can't control the timeline.

Scott Anthony Barlow 36:38

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 37:30

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 3 37:36

Everybody gets days where, you know, they hate their job, or things are not going well, or they might be a bit lower than they normally are. It's just hard to kind of tell people that that's how you feel almost every minute of every day. And I felt like my energy, it's just taken all of my energy just to get through the day. Never mind thinking about what I wanted to be doing and how to get out of it, that was way past me.

Scott Anthony Barlow 38:00

Since 2013, we've talked with many thousands of people about their career changes, about how they're thinking about work, about what has been great, what has been terrible, and everything in between. So consequently, we get a lot of insight into how people struggle with career change, as well as how they're successful in career change. Something I found really fascinating is when people have been struggling in the wrong career, in the wrong roles that are unfulfilling for many years, not just like one or two or three years, but many, many years, maybe even changing roles multiple times.

Scott Anthony Barlow 38:46

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it, and if you haven't already, click subscribe on your podcast player, so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week, until next week. Adios, I'm out.

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Communicating Your Worth and Refusing to Settle in Your Career Transition

on this episode

Julia had loved her time in the military, but that chapter had come to a close and she needed to figure out what her next career would be. One thing she loved about the military was the structure, so when she transitioned out, the lack of structure left her feeling lost.

On top of that, when she began looking for jobs in the corporate world, she struggled to relate her military experience with the job postings. She also found herself considering jobs well below her military pay, because she believed the ongoing myth that transitioning service members have to take a massive pay cut.

In this episode, you’ll hear how Julia learned to recognize and appreciate the scope of knowledge, skills, and abilities she acquired in the military and learned how to translate them into the corporate world. This breakthrough gave her the confidence to go after roles she really wanted, feel qualified in interviews, and ask for the pay she truly deserved.

What you’ll learn

  • How to find confidence in your career after transitioning out of the military 
  • The importance of thinking in terms of an ideal life instead of just an ideal career 
  • How to translate job descriptions in a new industry to help you realize if you’re a good fit or not

Success Stories

My favorite part of the career change boot camp was actually having some of those conversations and getting feedback and positive feedback about strengths. And to me that was key, because in that moment, I realized that my network not only is a great for finding the next role, it also is helpful to… they help you remind you who you are and who you will be in your next role, even if the current circumstances are not ideal.

Elizabeth , Digital Marketing Analytics Strategist, United States/Canada

I see much better now how my five Clifton strengths tied together and the ones that I had felt were really not that much of a big deal, I can see better how they are innovative to me as a person and to my strengths and where they come from. And that was a kind of a new thing. What I love is new situations and learning, and I actually actively look for opportunities to push myself out of my comfort zone. So, and if I look back at past roles, I would tend to have to go back to go to the land and to run a major program that had been failing. And I didn't know a lot of the nitty gritty, the detail of all the different projects, but I had the organizational skills, I wanted to learn about the different projects. I wasn't fazed by the fact that I didn't know any of that detail. So I had the challenge of learning and the environment initially and also the challenge of language as I learn to. And that satisfied my learning.

Judith Bhreasláin, LIBOR Discontinuation Project Manager, United Kingdom

Julia Caban 00:01

I finally realized that it's okay to not settle. And it's funny, because I feel like I haven't settled in any other area of my life. And so why would I do so professionally?

Introduction 00:13

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does, and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:42

Okay, what happens when you went through school, and then college, and then you sort of always knew what the next step would be? But now you're at a point in your career when you can't see the next step anymore, and it turns into a special kind of torture. It can seem like a trivial thing, but it's actually a very real and jarring experience when you're used to knowing what is coming for you, what is the next step, and always being able to imagine your future, turns out it's now up to you to figure out what to do next. But luckily, you're listening to the perfect podcast to help you figure that out.

Julia Caban 01:19

This is where I feel like I do my best is during interviews. I just wasn't able to get them because I wasn't good at explaining what I've done and how it lines up with this organization's role they're hiring for.

Scott Anthony Barlow 01:32

That's Julia Caban. Julia had committed to serving in the US Navy when she graduated from college, and the military is great at letting you know what your next steps will be. And it's easy to envision your future as a service member. But when Julia decided to transition out of the military, she struggled with the lack of structure that she'd always known and a lack of resources on what career she should move into. On top of that, when she began looking for jobs in the corporate world, she struggled to relate her military experience to the job postings, and she found herself considering jobs well below her military pay. Because she believed the ongoing myth– that transitioning service members have to take massive pay cut. I want you to pay attention to how Julia got really granular with job descriptions and relating them to her military experience. This gave her the confidence to go after the roles that she really wanted, also to feel qualified in interviews and ask for the pay that she truly deserved and was qualified for. Alright, here's Julia going back to her decision to join the Navy.

Julia Caban 02:40

I grew up in Northern Virginia right outside Washington, DC. And for college, I went to the University of Virginia. And I do not come from a military family at all, and I never even really considered going into the military. My parents kind of told me that if I wanted to go out of state for school, which I originally wanted to do so, I kind of had to figure out how to pay for it. And a family friend who was in the Navy said, "You know, I think you'd be great for this, and it'll get you through college, you'll have a job, and it'll open a lot of doors for you, and you'll also be able to obviously contribute to this greater mission." And I kind of said, "Sure, that sounds good." I was 17 and probably didn't know what I was getting myself into. But I received an ROTC scholarship. Ended up staying in state for school, and pretty much from day one of college, I knew that I would be entering the Navy as soon as I graduated for at least five years. And kind of the overarching role that I did in the Navy, I was what they call a Surface Warfare Officer, and they always kind of refer to that as the jack of all trades, because you have the operational side, which is ship driving, learning the combat and engineering systems on the ship, and then you have an administrative job, which changes all the time, and it's really, you get to do so many different things. And that was one thing I always really liked as well, was just the constant variety.

Scott Anthony Barlow 04:10

So what prompted you to decide to get out after five years? Tell me a little bit about that transition.

Julia Caban 04:18

Yeah. So any ROTC contract the minimum of time. Minimum amount of time you have to serve is five years, and you have to decide at least about a year in advance before the end of your contract if you're going to try and do something differently. And I, for me, it came down to a few different factors. Like most jobs in the military, there's kind of one path. There's not really multiple different routes you can take. And I had seen what my path would look like, and it was not something I wanted to do.

Scott Anthony Barlow 04:52

What would you have been doing at that point?

Julia Caban 04:55

So the ultimate goal for SWO, is what they call it, to command a ship. And basically I would have gone into two to three years of shore duty, which is, you have a slower pace of life, things are a little bit more relaxed. But then after that, which you can't just sign on for a few more years, you kind of have to do the whole nine. And it's, you're working 14 to 18 hour days, you have absolutely no semblance of a life, and you don't really get much say over the actual job you'll be doing. It's all very arbitrary, more or less, and I just kind of, I would see that as a junior officer, and I saw what the life of those leaders looked like, and I just could not picture myself doing that whatsoever.

Scott Anthony Barlow 05:44

So when you transitioned out then, what was the most difficult part of that transition?

Julia Caban 05:53

I'd say two things. The first is that I genuinely had absolutely no idea what I wanted to do. And I don't know why I thought this, but I was truly convinced that I was just going to wake up one day and know. And that it was just going to dawn on me, and then I'd be able to make some moves.

Scott Anthony Barlow 06:11

You're not the only one, Julia. I think that's how many of us. That's what I thought. That's honestly the way I thought at one point in my life that it was going to work. So you're not alone.

Julia Caban 06:21

The better. And then the second fun thing that we all experienced was I left the Navy in May of 2020, and so the pandemic had just started, and I was terrified about finding a job. So I think all of those factors just really made it a very challenging, much more challenging transition than I expected.

Scott Anthony Barlow 06:45

So when you started making that transition, where were you focusing your time and attention? How did that look for you at that time?

Julia Caban 06:59

So there were a ton of kind of veteran transition programs, and that's really what I focused on. And they're all truly, I do believe, amazing resources, but the crux of the issue is still the same that if you don't know what you want to do, which I absolutely didn't, then you're going to still end up with a job that you don't want, which is exactly what happened to me. I was presented a job opportunity, and before I even accepted a job, it wasn't really in line with any of my needs, but I just felt kind of desperate, and felt like nothing else was going to come up. And I figured, well, the best way to find a job is to have a job, so I kind of just took whatever I could at that point.

Scott Anthony Barlow 07:45

Do you still feel the same way, like, if you're looking back at that now, do you feel like that was the right move for you at the time, or would you have gone back and done things differently with, I mean, it's easy to say hindsight is 2020 because it is, right? But how do you look at that time period now and those decisions?

Julia Caban 08:05

I definitely wish I could have done things differently. One thing that Phillip really helped me work on was thinking about what I actually want and not what I don't want, which is all I was focused on, was I really wanted to do something completely different from the military, without, like, without totally being able to say why. It wasn't about what drew me to that job, it's what drew me away from the military. And they're not this new thing.

Scott Anthony Barlow 08:37

They are not the same thing. What you're running from versus what you're running to have a tendency to be very, very different sometimes. And it's not always the opposite, too. A lot of times we think, "Well, it's the opposite of that", but not always the case. So what did that look like for you when you took that role, I heard you say, "it didn't line up with some of your needs." what's a couple examples of those needs that it wasn't quite fitting?

Julia Caban 09:06

So at the time I, and I still feel this way, given my current life situation, I did not feel like a remote role would be the best for me. We were going into the pandemic, my husband was going on deployment. The idea of kind of being alone in my house all day for however long on end, just did not sit with me. I love working with people. I love being around people. That's what I did every day in the military. So that was a big one. I'd say the second one was the salary. And I had all of these narratives in my ear when I was transitioning out that expect to take a massive pay cut. And I did take a massive pay cut, and I thought, "Okay, well, this is what's supposed to happen, so this is okay." And I never even really thought to think that I should shoot for something better and something more in line with my salary goals, which it's a very hard thing to talk about in.. it's very normal in the military, because everybody knows how much everybody makes, but as soon as you're out, it's like a very taboo topic, and I was not used to that at all.

Scott Anthony Barlow 10:15

It's very weird in many different ways that it is so taboo. And I'm not sure that it always creates a, I don't know, I'm not sure it creates a healthy environment. But that might be another podcast for another time. But here's what I'm really curious about for you, I heard you say that people tell you just to expect a pay cut. Do you still feel that way, or do you feel that that is misguided? Tell me just how you think about that now? And what advice would you offer other people transitioning out of the military for how to think about it?

Julia Caban 10:53

I definitely think it is misguided, and I think it speaks to people who have had negative experiences and kind of pass those along, as opposed to what they should be doing, which is seeking to help out the people who are coming after them. And I also think there's another component to that as well, where every person who I've ever known in the military has a giant skill set that is truly, in my opinion, unprecedented. And I think that so many people don't know how to market that skill set and how to talk about it, and I think that's where one of the many contributing factors to why so many transitioning service members take a pay cut is they don't have the knowledge to really define and explain their experience. And it's still something that it's hard for me now to fully explain to people what I did in the military. I've gotten a lot better at it as working through coaching and things like that, but I think that being able to describe the work you actually did in line with a future job that really is at the same level you are at is very, very challenging.

Scott Anthony Barlow 12:12

So my question then, for you, is when you started thinking about this differently, when you started defining what you're running to, what helped you the most move through this in a way that was useful to you to target what you want, but also to help other people understand what you bring? Because in my opinion, you bring a huge diverse skill set and experience that.

Julia Caban 12:41

Yeah. I think two things. One is, and I feel like so many other transitioning service members would struggle with this as well, but the kind of notion of it's okay to be selfish. I truly didn't think that I was allowed to feel like I wanted to be picky, and even when I accepted my first role, which was far from ideal for me, I still kind of felt, "okay, I just feel so grateful to have a job." And I feel like, you know, I wake up every day grateful to be alive, but the bar has to be a little higher than that to really thrive. And I feel like that was one big thing of, okay, how can I give myself permission to be selfish and think about the ideal situation for me? And then I think the second thing was getting extremely granular with the jobs that are out there. I would... I kind of had an idea of the industry I wanted to go into. And I would tell Phillip, "I'm looking at a job description, I don't know what any of these words mean." And he'd be like, "Okay, Julia, let's print it out, and we're going to go word by word, and we're going to translate that into words that make sense for you." And it is a skill to learn how to read a job description, especially coming from a non corporate world, and just really getting to that level of detail was so helpful for me. And saying, "Okay, this word means X from my experience, and here's how I can reframe this to say exactly what I'm trying to say in words that other people will understand."

Scott Anthony Barlow 14:26

That is really interesting, first of all. Because I heard you say, "I wasn't used to being selfish", and I would say arguably, that what you have done and what you were wanting actually isn't selfish, but we have a tendency to think that it is that way as a society. But really, I would say it probably falls under getting what you need so that you can serve other people even better. And you're probably, I don't know, you can tell me, but I would guess you're probably a much better performer in the roles that you've actually enjoyed versus the ones that are just taking, taking, taking from you. Is that a fair assessment?

Julia Caban 15:04

Absolutely. And I think it's that reframe of that mindset that can help people think about their own needs, and not just, "I should be doing this, or I should just feel lucky to have the bare minimum", if that makes sense.

Julia Caban 15:20

[16:17] That's a good one. I would... I think I know it's not a great idea to think about what we don't want in general, but I do think that's a good starting point of, "what is something that maybe I didn't enjoy from my previous experience that I would like to change, and to really just own that desire?" And I don't think it's too much, and people are allowed to want the things they want out of something that takes up eight plus hours of their day. And I think that's a really great place to start is, where are the gaps between what I've done and what I would like to be doing? And I think another thing that has really helped me, that Phillip has helped reframe me is it's not about just the job I want, it's the life that I want to lead. And sometimes you can want a job, but it's not compatible with the life that you want, and you need to be able to distinguish those differences. And I think by keeping the ideal life as the priority, you can find a job that fits within that and not vice versa.

Scott Anthony Barlow 15:20

Well, I think I've been searching for a while, actually, for an analogy or a way to, like, reframe that. Because that whole selfish thing is something that comes up again and again and again. But you said, "Hey, I feel grateful to be alive. But that doesn't necessarily mean I'm anywhere close to thriving." Right? And it really is that same situation for "I feel grateful to have a job." And that part is good, however, being grateful to have a job does not mean that you can't ever want something more in any way whatsoever. So I appreciate you pointing that out. And the thing I wanted to ask you about having been through this type of transition yourself, what would you tell people that want to make a similar transition how to refocus and get what they might want or need, rather than just leaving it unchecked because it falls into the selfish category?

Scott Anthony Barlow 17:28

We have so many people that come to us focused on the job aspect. But to your point, the job isn't necessarily that useful unless you understand what is the type of life that you're trying to build. What does that look like? What does that involve? Who does that involve? How does that work per se? And if you're building towards that perpetually, it's much easier to see whether something fits into that or steers you away from that. So I appreciate you pointing that out. And what I'm super curious about because you made an initial transition, and it turned out not to be as good of a fit as you'd hoped. Can you tell me a little bit about what you transitioned to initially in your, we'll call it your, I guess, second career change, because anywhere from the military into one type of job left that and then moved into working with Amazon, right, for a while?

Julia Caban 17:28

I did. And this was, I think if I could pick one thing to do differently during my coaching time, this would 100% be it. I sort of had these major compounding factors in my life that I was really not expecting. My husband and I bought a house, and two months after I moved into it, he was deployed, but we found out we were moving so that was kind of weird factor unexpected number one. A couple weeks after that, I lost my job, and then I also was unfortunately going through some pretty serious health issues at the time as well, and I was just feeling extremely lost, and we were about to make our move. And I think I was both struggling personally, professionally, but also with kind of my own identity within that move. And I thought I need to be in a space where I feel kind of safe to be a military spouse and have that accepted. And again, I just picked one criteria and ran with that, and I knew that company is very supportive of both ex military and military spouses, and I kind of felt okay this is a pretty safe bet for me, which it was, again, did not meet the salary requirements for me. It was really not supportive of the other personal things I had going on in my life, and I ended up with that job pushing myself to this completely unnecessary breaking point that I completely inflicted on myself. And I think if I had again, looked more holistically and not just that one thing, then I could have avoided all that.

Scott Anthony Barlow 20:09

What prompted you to realize it was time to leave Amazon?

Julia Caban 20:15

I think there was one big thing, and it's a kind of a crappy thing, but it's also, I kind of believe in these signs from the universe. And I went to the doctor, and it was a Tuesday, and he said, "You need to come back in for an unexpected surgery on Friday." And that was not how I pictured that day or that week going, but it was a wake up call that I was pushing myself way too far for really no reason. This was not my dream job. This was not where I wanted my life to be going. I just, I kind of had some identity issues, some pride issues to work out. And that was the universe giving me a wake up call that this was not the path for me.

Scott Anthony Barlow 21:02

I've had many of those experiences over my lifetime, and I have also found that they serve really well as wake up calls. So once you got that wake up call and went through that set of experiences, which sounds challenging, to put it at the very least, what did that cause you to do? Or when did you start taking action? Or what happened from there?

Julia Caban 21:10

From there, I basically told Phillip, I'm all in. I'm trusting you. I'm not going to settle for my next role. I'm going to give myself the time that I need to, kind of physically get past what I'm dealing with in my personal life, and then I want to hit the ground running, and I'm not going to settle for anything less than what I want, even if it takes longer than I want, even if it's hard and frustrating, which it was all of those things, of course, but that was kind of what I decided was no more settling, because I settled twice, and it did not work out the way I wanted to. And so I think that was, once I committed to that things really started trending up and making and I started making a ton of progress.

Scott Anthony Barlow 22:21

I think what's really interesting that I found in, not just your story, but you know, many of the stories that we share on this podcast, but I've also experienced it too, is that things are going to be, there's always going to be challenges. It's always going to be hard in one way or another. So do you want it to be hard because you are settling for something, or do you want it to be hard because you're going after what you really actually want? And that's the sort of logic that I keep coming back to year after year after year. Because everybody has challenges in their life, and they look very, very different. And the challenges in something that you really want to be doing, at least I've found, are far more palatable. They're better challenges. They're better problems than going after an area that you just really don't want to be in or you've settled for. So have you had, has your experience been similar to that? Or how would you describe how you think about it now, after settling a couple of times as you said?

Julia Caban 23:24

Yeah, absolutely. And I think that's kind of where I think I'll approach things whatever I do moving forward . It'll always be hard, but the reasons it's hard are completely up to you. And that is, I think just after settling twice and then not settling, and seeing how rewarding that can be, and getting that one win under my belt, it's the kind of, you know, everyone needs, like, one good win sometimes. And that's how I felt. And I thought, "okay, I can not settle moving forward. I can dream bigger. I can go after even more next time around", because I finally realized that it's okay to not settle. And it's funny because I feel like I haven't settled in any other area of my life, and so why would I do so professionally?

Scott Anthony Barlow 24:15

Oh, that's interesting. That's kind of fascinating.

Julia Caban 24:19

Yeah.

Scott Anthony Barlow 24:19

When did you realize that?

Julia Caban 24:22

Oh gosh, man, I don't know. I think probably a month before I got my job. You just take inventory of the things that are otherwise going on. And I'm always... I'm the pusher in my relationship and in all aspects of my life. I'm always pushing for the best and the next thing. And I realized that I can't do that in every single area of my life, except for my job. And yeah, it's a different mindset. I feel like, when you're kind of at the mercy of somebody else, which you are in any kind of job situation, but that's still not a reason to not push for what you can... the best for what you deserve, I guess.

Scott Anthony Barlow 25:09

So tell me a little bit about what you do now, what's your title? Tell me a little bit about what your work looks like.

Julia Caban 25:18

Yes. So I'm in internal communications and employee engagement. And I do a lot of writing, which is by far one of the most favorite aspects of my job. It's something that I knew I had a strong skill set in before starting this and I really wanted to take into my next job. And then, as for employee engagement, it's kind of a mix of things like events, different internal functions that keep people connected to the company and our overall mission.

Scott Anthony Barlow 25:50

Where did you figure out that you wanted to carry writing over into this opportunity?

Julia Caban 25:59

I think once. I think one thing Phillip... Once he was able to get into my head that I needed to stop thinking about the things I don't want and look back to all of the things that have brought me joy, one thing that I kind of realized that stuck out to me was during my time in the military, I had always wanted to become a public affairs officer, which is kind of their version of a journalist. And unfortunately, it never worked out for me during my time in the military. It's a very competitive field, and I wasn't selected. And I think because of that, I kind of wrote off that whole concept, and that desire never went away. I mean, I literally was trying for four out of my five years in the Navy to do this. And once I kind of realized, "Okay, just because it didn't work out in that situation, it doesn't mean that desire left." And I was able to really take that knowledge and get really clear on how I wanted my next role to look. And I wanted something in that industry similar to that.

Scott Anthony Barlow 26:36

That's really cool. One that you realize that, and two that you now have found that in this latest version of your career. So tell me a little bit about how did... Let's get really granular for a little bit here. How did you go from working at Amazon, realizing, "Hey, this is not quite the fit that I'm looking for." And then what were some of the key milestones and steps that had to take place for you to, on the other end of this, except this opportunity that is a much better fit for you?

Julia Caban 27:41

I think again, one thing that really helped me was all of the job description nitty gritty where I would look at a job that was interesting, and we would go line by line. And I found that when I really took the time to understand what the description was actually saying, 9 times out of 10, I had done something that very much kind of checked that box, especially pursuing being a PAO in the Navy. I had so many side projects I did during my time, and I realized I've done this, I've done this, I've done this, and it was one of those things where I realized I have to tell them how my experience correlates to what they're going to ask me to do. It's not their job to decipher that from my resume. It's my job to explain that more clearly, and when I was able to really get to that level of detail and say on my resume and in an interview, "how can I portray that they're asking me to do X in this job? How can I show that I have already done that and I have that skill set?" and that's where it got really down to the nitty gritty, and just getting to that level of detail was so helpful and really made all the difference.

Scott Anthony Barlow 29:01

What took place from there for you? After you started realizing that, "Hey, it's my role", which I think that's a very uncommon realization, unfortunately, and I'd love to change that, so I'm really glad that you pointed out, "Hey, it's my job to be able to make sure that I'm communicating clearly how I fit what this organization needs", right? But once you have that realization, once you started getting into the specifics, what happened next that led you towards this role?

Julia Caban 29:28

I feel like that was kind of the beginning of, I felt like I kind of had this dead period where I realized that I was working, I was reaching out, I was applying, and for two weeks, absolutely nothing happened. And then everything happened all at once. I had zero prospects, zero anything, and then I had four interviews lined up. And speaking of kind of the job description concept, while it was great to really pair what I've done to different parts of the job description, it also, I didn't check off every little bullet in the job description. And I used to look at that and think, "Oh, my God, I'm so grossly unqualified for these roles." And one interesting story was I had made it all the way through an interview process with this one job. I had four interviews. They had asked for 10 years of experience in this very niche field, and I didn't even have 10 years work experience, but I ended up making it all the way through, and I wasn't offered the job because they told me they actually thought I was too senior. So I think also just being able to take the job descriptions with a grain of salt was good, but yeah, once I was able to really get that detail down, I had all of these interviews lined up, and I did tell Phillip this is where I feel like I do my best, is during interviews. I just wasn't able to get them because I wasn't good at explaining what I've done and how it lines up with this organization's role they're hiring for, and I felt like after that, really, things started to get a lot more in a state of flow because I do feel like I do pretty well in interviews.

Scott Anthony Barlow 31:12

I can see why. You know you're such a great communicator, And what caused you to realize that you needed or wanted help?

Julia Caban 31:23

So one thing I feel like I'm always doing is I'm always thinking about the next step. I'm kind of a, I guess you could say a daydreamer. I'm always thinking about the future and what I want, and I always can picture it very clearly. And I got to a point where I would wrap up my day and I would spend probably two to three hours on my couch at the end of the day Googling, you know, "how do I figure out the right career for me?" And doing that day after day after day, you'd think I'd realize that I don't think I can get there on my own. And it wasn't until, I think, all of the we had our move coming up so many different factors, and I started thinking about and picturing the future, and I couldn't picture anything, and that really scared me. And it scared me enough to saying, "Okay, it's time to reach out." Because I don't have the picture anymore, and that's something I've never been able to not have.

Scott Anthony Barlow 32:24

What advice would you give to people that are in that place right now where they've kind of always known what the next thing might be for them, but now they're questioning that, or now they don't necessarily know what that can look like?

Julia Caban 32:39

I would honestly, I mean, tell them to reach out to somebody and ask for help because I don't think I really understood how normal it is to have a career coach and how there's a whole reason that your team dedicates their lives to this is because everybody, at some point or another, will find themselves in a similar situation, and it's okay to reach out and ask for help. And I think that, I don't know if I could have figured it out on my own, but even if I did, it would have taken me a long, long time, and time is all we have. So I kind of wanted to learn these lessons and get through that faster. And that would be my biggest advice, is help like, have someone, reach out to somebody who can help you get really clear and it's okay to not know, but it's not okay to not do anything about it, I guess. And then I think that kind of what I was saying about how I left because I just didn't see the path ahead in the one way to climb the military ladder. And I would just tell anyone to really define success for yourself because the military has one path to success, and that's how that organization needs to be. That's how it needs to function. But that's not how the real world functions, and whatever is success to you is really all that matters now. So...

Scott Anthony Barlow 32:49

How has your definition of success changed?

Julia Caban 34:16

I used assessment working all the time because I worked all the time in the military. And I thought that your whole life needed to be your job. And it wasn't until I realized how much I wanted my identity and my work to be separated that I was able to actually start doing that. And I feel now that, you know, my work is obviously a part of what I do, but it is not who I am, and I think that is really, for me, that's really important, and to carry that through the rest of my life. And I came from the military where your work is your identity. And I know very few people who it's not the case for them in that organization, and I'm just really happy that I was able to kind of say that's not what success means to me anymore and make a change.

Scott Anthony Barlow 35:18

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 36:10

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 3 36:16

I realized it wasn't so much important, of like, what my next career title was gonna be but it was more important for me what I wanted in a company.

Scott Anthony Barlow 36:26

Imagine you open your email and there in your inbox is a message from your ideal organization telling you about an open role they think you would be great for. After a well deserved celebratory dance break, of course, obviously, then you can pat yourself on the back because you made that happen. Okay, this might seem a little far fetched and seems sort of out there, but this could be your reality just months from now. There are ways to engineer situations to become the perfect candidate for your dream organization, and then build relationships that get on the hiring managers outreach lists. Okay, so a lot of times, if you've been a hiring manager before, it's not necessarily this formal, but it absolutely is the way that it works. As soon as you know there's a need in an organization, then you start to think to yourself, "who could fill this need?" Okay, well, if that's the case, and you know that, you can use that to your advantage in some really positive ways for yourself and the organization and the hiring managers. All this could either be your reality, but you have to be willing to do things drastically different in order to stand out.

Scott Anthony Barlow 37:42

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it, and if you haven't already, click subscribe on your podcast player, so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week, until next week. Adios, I'm out.

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Leading on Empty: Navigating Burnout with Dave Stachowiak

on this episode

Let’s talk about something that hits close to home for a lot of people these days: burnout. The past few years have been rough on workers worldwide, with disengagement and exhaustion on the rise. In fact, a recent Deloitte survey revealed that a whopping 70% of executives are seriously contemplating a job change for better work-life balance. Yikes!

Here’s the thing about leadership burnout—it’s contagious. When leaders are overwhelmed and running on empty, it seeps into the entire organization, causing widespread burnout. That’s why it’s crucial for leaders to take charge and address their own well-being to create a thriving environment for everyone.

Leaders set the tone for the entire team. If they’re constantly burnt out and stressed, it creates a culture of exhaustion and negativity. But if leaders prioritize their well-being, it creates a ripple effect of positivity, productivity, and success throughout the organization. It’s time for leaders to lead the way in battling burnout!

So, how can leaders combat burnout and set a positive example? It starts with self-care. Leaders need to prioritize their physical and mental well-being, whether it’s through exercise, mindfulness, or taking regular breaks. By nourishing themselves, they’ll have the energy and resilience to support their teams effectively.

Leaders should also focus on fostering a supportive work environment. Encouraging open communication, promoting work-life balance, and providing resources for stress management can go a long way in alleviating burnout for the entire team. It’s all about creating a space where well-being is valued.

When leaders prioritize their well-being and demonstrate healthy work habits, it sends a powerful message to the rest of the organization. It shows that taking care of your wellbeing is not only important but also necessary for long-term success.

Leaders, it’s time to step up and tackle burnout head-on! By prioritizing your own well-being, you’ll pave the way for a happier, more engaged team. So, let’s break the cycle of burnout and create a work environment where everyone can thrive. Your team is counting on you!

On this episode of the HTYC podcast, Dave Stachowiak joins us to share practical tips on preventing leadership burnout and making a positive difference in your organization! Dave is a world thought leader on leadership through his company and podcast, Coaching For Leaders. He has been on the show several times before (episodes 126 & 351).

Today, he and Cindy discuss how to proactively prevent burnout, how to have open conversations with your team and boss, and the importance of having regular check-ins with yourself and your team (and what to say in those checkins!). This episode is full of great information for leaders and teams members alike. Listen now!

Relevant Episodes of the Coaching For Leaders Podcast

561: How to Reduce Burnout, with Jennifer Moss

608: The Mindset Leaders Need to Address Burnout, with Christina Maslach

What you’ll learn

  • The importance of leadership vulnerability, and how to approach it with your team 
  • How changing your feedback system can help overall happiness in your organization
  • How teams can work together to prevent burnout
  • The six main indicators of burnout

Success Stories

My favorite part of the career change boot camp was actually having some of those conversations and getting feedback and positive feedback about strengths. And to me that was key, because in that moment, I realized that my network not only is a great for finding the next role, it also is helpful to… they help you remind you who you are and who you will be in your next role, even if the current circumstances are not ideal.

Elizabeth , Digital Marketing Analytics Strategist, United States/Canada

I convinced myself for many years, that I was very lucky to have that job, and I would be crazy to leave it. I convinced myself that the team needed me even though I was miserable. And ultimately, it took me getting physically sick to realize I needed to leave! One of the biggest things that I learned out of the signature coaching was on designing my life. And this is another thing that I had really never, it had, I don't know, if it had never occurred to me. I just never believed it was possible until now.

Michael Fagone, Mortgage Loan Officer and Finance Executive, United States/Canada

“Happen To Your Career forces you to ask questions that didn’t occur for you to ask. You are working with professionals who have not only been in your shoes but are really good at helping other people get out of this place. Intuitively they know more than you do about this process especially if it's your first go around. Why not tap into that insight? What made it clear to me from the beginning was the 8 day email program.” OR “I said this is how much money I have in the bank Scott. This is what I’ve got to work with I need to buy a car. We wrote a budget. Just doing the math you were like you have thirteen months. You are losing money staying where you are. That was all I needed. To budget myself and realize it was real.”

Audrey Romagnoulo, HR Benefits Administrator, United States/Canada

I realized early on in that career transition that if I was going to be able to find a job that was rewarding and in an area I liked, even to just pay rent, I would need help because I wasn’t getting the results I needed I know how to get introduced to people and talk to folks. I’ve done this remote job search thing a few times. What made it different for me though is that it’s not just an opportunity to change location but to change position. It could be not just a lateral move from one city to another but it could also be a promotion. I was moving my career and experience to an area where I went from leading projects to potentially leading teams… Sometimes you can stretch yourself and sometimes you need a team to stretch you beyond your best. I think that’s the biggest value from coaching. You have someone in your corner looking out for your best interests. If they are doing their job as good as Lisa did they are pushing you to be the best version of yourself.

Mike Bigelow, Senior Project Manager, United States/Canada

Dave Stachowiak 00:01

We think about burnout is a problem with a person. And yes it is. And it can be "AND" and there's a big "and" here. It also is often something that's going on in the organization or dynamics that aren't working.

Introduction 00:20

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you. Figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:45

Okay, so here's the dilemma. You're a leader at your company. And guess what? Your employees are feeling totally burned out. Overwhelmed. They're not exactly loving their work. The catch, you're feeling the exact same way. It's like leading a team on an empty tank. So how on earth can you steer your team towards success when you're running on fumes yourself? Today, we have a special guest here to discuss preventing leadership burnout, and ultimately positively impacting burnout in your organization as a whole.

Dave Stachowiak 01:19

Knowing that human tendency in all of us, my invitation to myself, and everyone else is like just to embrace a little bit of the humanity and come back to some questions like, "How are you? How are you doing today?"

Scott Anthony Barlow 01:36

When it comes to leadership, there's nobody better to talk to in my opinion than Dave Stachowiak. Dave is a world-thought leader on leadership through his company and his podcast 'Coaching for Leaders.' He's also someone who I have a tremendous amount of respect for. He's been on the show many times before. So I'll link those episodes in the show notes so you can go back and hear his entire story. Today, though, I'm actually not going to be your host, which is kind of a bummer, because I always love chatting with Dave. Fun fact, Dave and I actually have a standing 15 minute meeting, standing 15 minute phone call, in fact, every morning to clarify what is most important for our commitments for that day, and where we're placing our attention, so we can hold each other accountable as leaders and business owners. But when I was thinking about bringing Dave back on the podcast to talk about leadership burnout, I actually decided there was someone better to host an episode with Dave. And that person is one of our leaders here at HTYC. She's our director of operations or what we call an Integrator, Cindy Gonos. Before Cindy joined HTYC, she had been a leader at many different organizations for quite a few years. And I knew she would add tremendous value to this conversation. And she stepped into a role here as Director of Operations. She has actually helped me reevaluate my role, taking things off my plate, and ultimately has helped me refrain from spreading myself too thin. And that way I get to continue to do work I truly love which, you know, allows us to role model what we teach everywhere else. Dave and Cindy are two of my very favorite people. And they're both reasons I am able to really thrive in my work. So that means I'm super excited for this episode. Okay, Cindy's gonna take it away, enjoy.

Cindy Gonos 03:25

Well, Dave, first of all, I want to say thank you so, so, so much for being here on the podcast with me. I have been waiting for this for a really, really long time. So I just want to say thank you for joining us here on the Happen To Your Career podcast today.

Dave Stachowiak 03:39

I am so glad to be here. Thank you so much for the invitation. And I've been looking forward to this conversation for a long time, too, because you and I have known each other for a while now. And I know you started listening to Coaching For Leaders a long time ago, and we've exchanged emails. What a treat to get to talk to you now after all this time, thanks for having me.

Cindy Gonos 03:57

I am so excited. It has been eight years coming for us to meet like this. So I'm very, very excited to talk with you, especially about leadership burnout, because I know a little bit about your background, Dave, everyone knows you are the guy– a coaching for leaders– you help leaders get where they need to go to evolve, to thrive. But I also know that you have been in leadership yourself for a really long time. So I'm really, really excited to talk with you about how we can help current leaders start to prevent that burnout. Because here at HTYC, so often the way we're interacting with leaders is when they've reached that burnout point, and they're so fed up that they're ready to escape their current role. I know that 75% of your listeners on the Coaching for Leaders podcast are managers, executives and business owners, and I know that you and I probably both agree that when leaders are taking really great care of themselves, they can make a big impact on their team. And when they're not, burnout not only harms them, but it also trickles down to their team. So as a coach for leaders, I'm really excited to get your take on how leaders can get ahead of burnout and prevent it before it starts.

Dave Stachowiak 05:13

I am so looking forward to this conversation. And it is, of course, very relevant to so many of the struggles that a lot of us are having in organizations these days, and in this pandemic/ post-pandemic world. So much has changed in so many organizations that has surfaced burnout in lots of ways. So I'm glad to be here talking about it with you.

Cindy Gonos 05:37

So when folks start to feel that burnout, can you tell me a little bit, Dave, about what does that feels like for leaders? Because you're talking with leaders all the time. How will they know? What are, kind of, those first things that they start to feel when they're reaching that point of burnout?

Dave Stachowiak 05:54

Well, this is where I'm gonna go to the expert on this. And the person that I keep coming across, her name is Christina Maslach. She is a Researcher at Berkeley. All of the folks who talk about burnout cite her, she is, as far as I can tell, the world's number one researcher expert on the topic of burnout. And I was really fortunate that she came on Coaching For Leaders a while back and talked about burnout. And she and her colleagues have identified six things that tend to be the indicators of burnout. And I think that oftentimes, this is a good starting point for looking at this, not only from our own experience, but also from a leadership lens, thinking about this from the people that we lead and watching for these things, too. And so here's the six, and we could dive in on some of them potentially. But first one is just workload, that's one that comes up a lot, right? Lack of control, or perceived lack of control over our work, lack of reward or recognition, poor relationships, lack of fairness. And then the sixth one, a values mismatch with the organization. And those six tend to be the kinds of things that one or more of them may be the starting points for us starting to feel that sense of burnout. Now, there's lots of other things, those kinds of things can trigger too, of course, but those tend to be the indicators, at least according to the research. And those are the things that I hear about too when I hear people using the word "burnout" of what they're experiencing.

Cindy Gonos 07:37

That makes perfect sense. It sounds to me that all these things could be, if not remedied, completely, at least made better with good communication and conversations, right? Workload, lack of control, or leadership, all of those things really boil down to "are you talking about this burnout?"

Dave Stachowiak 08:02

Yeah. And this actually brings up a broader point that I think is really important with burnout. And coming back to Christina Maslach's work, when she came on our podcast, she had this beautiful analogy of the canary in the coal mine. And for anyone who isn't familiar, years ago before the modern equipment in the coal mines that there are today, miners would use a canary and take it down into the mine with them as a sentinel for when air quality was poor. And if something happened to the canary, it got sick or died, they knew that that was an alarm that the air quality was bad and that gasses were building up. And so what you would do if that happened is you would evacuate everyone, and then you would solve the problem, right? And it's interesting that when we talk about burnout in most situations, and someone's experiencing burnout, we often look at it as a problem with the person versus a problem with the organization. And it would be like a miner, seeing a canary suddenly get ill, and to take that canary out of the mine as they should, and then try to toughen them up, give them a couple of days off and send them back into the mine without having changed anything. And yet, I mean, that's ridiculous. But yet, that's what we do in a lot of organizations– someone is struggling with burnout, and we say, "Oh, you need a week off", "You need two weeks off", or "You need to leave time." And by the way, those are really good and important, healthy things. And it also is incumbent upon us as leaders in our organizations to look at, well, if we don't change anything about the environment, maybe this person's role, the things that cause the burnout in the first place, and when that person comes back back to work after two weeks or leave of absence or whatever, and goes back into the same situation, it's highly likely that they're going to end up in the same situation of burnout. And so I think it's incumbent upon all of us, not only in our own careers, but also leading teams to think about how can we look at the organizational, the structural things that are happening inside the organization that may be triggering burnout. And I think that the ability to do that and take a step back is a real gift that we can give to others in our organizations.

Cindy Gonos 10:37

For folks that are in leadership roles, what advice would you give in order to help their team feel more comfortable with talking about burnout? Because I think one thing is, leaders get burned out. And I think we're taught to put this brave face on. And I feel if, as leaders, we can be more vulnerable with our teams about the things that we need to do to take care of ourselves, then our teams are going to be more willing to take care of themselves, and they can be there to support their leaders as well. So I'd love to hear your thoughts on how to be a leader comfortably, right? Because it's not a comfortable thing for a leader to be vulnerable with their team. What are some ways that you have found, Dave, with folks that you've talked to and worked with that they can show that vulnerability, and be more supportive for their team and allow their teams to be more supportive of them?

Dave Stachowiak 11:32

I'd love to answer that question in two ways. First, a big picture thought and then like the tactical answer, and like some of the things like you can do. So first, the big picture. I often find myself asking leaders, "Tell me about the best experience you've had been managed by someone and tell me about the worst experience." And we have conversations about "Who's the kind of person you'd like to be led by?" And when we have a conversation like that, the kinds of things I almost always hear are, "I want to be led by someone who is genuine, who shows they can make mistakes, who apologizes, who is willing to be vulnerable, who is curious, who's coached-like, who's invested in me, who provides good direction." Like so many of the things that all of us share, when we think about going to work in an organization and the kind of person we'd like to be led by, we don't think, "Gosh, I want to be led by someone who's always right, who never shows any kind of doubt, who has supreme confidence in everything they do, who always has the answer to every question" like, we'd be ridiculous, right? None of us want to be led by someone... Some of us have been led by people like that and it was not a good experience. And yet, when we get into a role of management, many of us, me included, feel like, "I need to be supremely confident. I need to have all the answers." The thing that we all sort of don't want other people to do to us, we feel like when we get into a role where we have some authority or position, that all of a sudden we need to become that person. And knowing that human tendency in all of us, my invitation to myself and everyone else is, like just to embrace a little bit of the humanity and come back to some questions like, "How are you? How are you doing today?" In one on ones. And "What's a high you've had this week? And what's a struggle that you're having right now?" And that when someone says something that they're struggling with to just say, "Thank you for telling me", and maybe not even have any advice, but just to say, I really want to listen, and I want to know what's going on with you, and what you're dealing with, and what you're struggling with. Because if we send that kind of message consistently, I think one, we show up as the kind of leader most of us want to be led by. But also, we open a door that says to people, "This is a safe place". Or at least a place that's a little safer than maybe some of the other management conversations that I've had over the years with managers, that this is someone who is saying and showing that they really do want to hear when things aren't working. Because I think when you open that door, then you're more likely to hear about too much workload. I think you're more likely to hear about a values mismatch, or recognition not happening or someone feeling like things aren't fair. Not that you're always going to be able to do something about that, but you at least know what's happening. And going back to the canary in the coal mine, if you know that there's trouble, then you can do something about it potentially. But opening that door is really key.

Cindy Gonos 15:05

What do you think it is? Because I know exactly what you're talking about, I did the exact same thing. And I think I got to a point in my career where I told myself, "I want to be the leader that I wanted to have." Right? So when I'm leading my teams, I want to be that leader. But there has to be a mindset shift there for me. For you, Dave, how did that mindset shift come about for you?

Dave Stachowiak 15:32

Oh, lots of mistakes, and trial and error, and not giving people feedback. And I had a management role early on, where we had a, it was a nine month management position I had in college, it was my first time managing people and talk about getting thrown to the wolves, Cindy. I went from never having managed anyone in my life to managing 35 people all at once. It was a huge, like, jump. And the school ,quite wonderfully, and the person that ran this organization had a process that at the end of the nine month assignment, you would go through what you and I would call a 360. But it was essentially just a, you know, a simplified version of getting feedback from everyone that you had worked with. And I remember sitting with my manager and walking through the feedback. And there were a lot of nice things that people said. And she said, and there was also several comments that were like "Dave needs to get a backbone, and needs to, like, actually give people feedback and talk about, like, expectations and what's not working." And it was really... In retrospect, it was super helpful. But it was super hard to hear at the time. Because I thought, "Wow, here, I thought I had done a really good job, and overall I had, but there were all these things that I hadn't really," in my mind, I was sort of like, "I'm not too good at this." And I'm like, "Well, maybe no one's noticing". Well everyone was noticing, of course. And so part of this is just jumping in and starting and being willing to do things. But then it's also asking and asking for feedback and asking how to get better. I was lucky enough that someone was there that had created a system where that feedback was going to happen regardless of what I did. But I think the more proactive thing to do, and I try to do this more now is actually to ask, and to ask questions like, "Hey, I am working on this thing, whatever this thing is, and I'm trying to get better at it. What's something that I could do in our next interaction that would help me to show up in a better way?" And really inviting feedback of like, one of my favorite questions comes from Sheila Heen, who's one of the co-authors of the original book, Difficult Conversations. And she has this beautiful question that is, "What's something you see me doing or failing to do that's getting in the way of me doing better?" And I'm not quoting it perfectly. But what a great question to ask regularly of people to start to surface where those blind spots are, so you can do better.

Cindy Gonos 18:23

I think that's amazing. It made me think of, and I'm sure you probably know this, and Scott and I actually did an episode where we talked a lot about leadership and how we approach leadership at HTYC. And when we do our in persons, when we all come together as a team, we do something again, in the outside world, we may call them 360s, we call them "docksides." And their intent is to talk about goals, to talk about what each of us wants to get out of our role. But one question that is always, always on the dark side is, as a leader, the question is asked, it used to be Scott, now I'm the integrator so this question goes to me. But the question is, "What do I do that impedes the team?" And I remember my first stock side, and I had been with Happen To Your Career, maybe three months or so. And I got my dockside form. And I looked at it and I was thinking, "Am I really supposed to answer this question about what Scott does to hinder the team?" And I did it and I was honest. And Scott was open and receptive to it. And when it came full circle, and it came time for me to do docksides with our team. And I had to have the team answer the question, "What am I doing that impedes the team?" It was so valuable for me to hear from my team what I was or was not doing to help the team and it's hard to hear it. It's absolutely hard to hear but so valuable. And if you create that environment where everyone feels comfortable doing that, it makes everything easier on a team. Everyone on our team knows to be real. If you need to talk with someone and have a hard conversation, you need to rumble, like Brene says, then that's what we're going to do. And it makes everyone work better. And it reduces the burnout for everyone on the team, because a leader may get burned out by doing too much. But when that trickles down to the team, that burnout looks different for them. Because it's almost worse because they're second hand exhausted, if you will.

Dave Stachowiak 20:30

Yeah. Great. And I'd love to highlight some things you just said there, because I think it's really key. That number one, there's a system, right? So in your case, like the organization, the top person says, "This is really important. And we're going to do this." And there's a system for asking this question. And secondly, when the questions actually asked and answered, the person who has power responds in a way that's really proactive, and shows that they care, and that they're listening, right? And then third, do something with it. Because you can do the first two well, but if you don't ultimately do anything with it, or make any changes, then it kind of doesn't matter. In fact, sometimes it's worse if you don't do anything at all, right? But in this case, like actually doing something with it. And those three things are key, like asking the question, "how you respond as a leader, like, are you listening?" And my friend Tom Henschel, who hosts the Look & Sound of Leadership podcast says, "When you're asking for feedback, all you get to do is to say, "thank you." "Or, if you're not sure, like, if the feedback doesn't make sense to you, you can ask a clarifying question. But once you're clear what they're saying, then you just say thank you." And you decide later what you can or can't do, or what you're able to shift or not shift. But like being able to respond and listen in a present way is so key to them.

Cindy Gonos 21:57

Absolutely. And I know when I was younger, and I got my first opportunity in leadership at 23 years old. And I had a team of 10. And every person who was on my team, I'm pretty sure was twice my age.

Dave Stachowiak 22:14

Wow.

Cindy Gonos 22:15

So when I got feedback at a young age, and especially being in a sales like environment, it was hard. And I would get a chip on my shoulder about it, and almost refuse to grow in that way. And it did not take me very long, until one of the team members came to me and said, "Cindy, I think you have a lot of really, really great potential. And I want to see you grow. And this is why I'm giving you this feedback." And that made such a big difference to me instead of hearing, "I don't like that you do this, I don't like that you do that." It felt good to me. So I would say too, for folks who have leaders, and they can see that there's this barrier or that they need to have a difficult conversation, when you come from a place of non-judgment and you say "I'm here to help", that's going to tear down that wall with your leader and your relationship is going to grow and everyone is going to be able to work more effectively.

Dave Stachowiak 23:07

When I was a Dale Carnegie instructor, I used to hear from our more senior instructors the message, "Why before what." Before you ask someone to do something, tell them why you're doing it. And I hear that in what you just said Cindy is, yes of course, give feedback, do all those things. And before you do that, say the "why", "Here's why I'm, as a leader, giving you this feedback. Here's why, as an organization, we have the system, here's the purpose behind us doing this." And that frames, it doesn't make the message easy to hear but it frames the message in a way that then you're more willing to do something with it, much like your colleague who said, "I'm doing this because I believe in you. And I want you to grow." the "why" right? And here's the message that you need to hear, the "what." Doing that is so helpful for people.

Cindy Gonos 24:03

I agree with that completely. I know for me, Dave, one of the biggest areas where I have felt burnout is that lack of control and that lack of autonomy in roles that I've had. What are some things that leaders can do when they don't have that control? When they don't have that autonomy? I guess, A, how do they ask for it? And B, if they ask and they are not able to get that, what do they do?

Dave Stachowiak 24:32

Yeah, that's a big question. I think that it comes back to something that we said earlier on the values part, right? There's always going to be a sense of mismatch in some way, hopefully not a big one, but there's almost never does one person's idea of autonomy line up with someone else's. And I think this comes back to having conversation. And I think one of the things that both leaders and employees struggle with is what tends to be called "micromanagement," right? I'm either too present as a manager or my manager is too present on things, or the opposite too absent. And I've heard that story as much as micromanagement over the years of someone who's not really present and not focused on work. One thing that I have seen work if we're looking at this first, there's two different lenses to think of this first, one is, if I'm the person who's in a role, and my manager is not providing me with as much autonomy as I'd like, I think that's one situation, right? And then there's the other situation from the other lens of, if I'm the person leading, like, how do I provide autonomy for others? So maybe we could look at both. If I think about the first situation, usually the conversation starts something like this, "I've gotten into this new role. I'm 60 days in, 90 days in", whatever it is, "and things are mostly going well, but I find that I'm working for a micromanager and they are in my face about everything. And they're checking in constantly. And I don't feel like I have any autonomy. And they don't seem to trust me on anything. What do I do? Where do I start?" And one thing that I have seen work a lot, not every time, but a lot, is to help that person, whoever that senior person is that feels like they need to jump in on everything, to help them feel like they have more visibility, and they have a little bit more understanding of what's happening. And one thing that has worked for a lot of people over the years is to start to be a little bit more proactive on that. And it's interesting, because like sometimes our tendency, when someone is coming in and micromanaging us and not providing us a lot of autonomy is to back off, right, and to like not tell them anything. And I think in a lot of cases, that actually makes the situation worse, because then that person is getting less information. And I think it's actually helpful to do the opposite, at least for a short period of time. And there's lots of ways this can look. But one example is, "Hey, once a week, I'm going to sit down. And I'm going to write out a very thoughtful, concise message about what me and my team have been doing this week." And I'm going to highlight two or three things that I know are important to this more senior person that they're asking about a lot. And I'm going to proactively talk about the steps we're taking, what we're working on, where we're running into struggles, and I'm going to either share that in a one on one, or I'm going to email that person or whatever way that they like to get information. And I'm gonna start doing that. And it is. It's so interesting, Cindy, like how many times we've had people try that with someone who's swooping in a lot, and they do that for a few weeks. And all of a sudden, that person starts to back off, in some cases, quite substantially. And it's funny, because even a couple of times we've had, like the more senior person come back and say something like, "You know, I'm feeling, like, much better about the work you're doing all of a sudden." It's like, well, yeah, because they've changed, like, the person who's reporting to them has changed their behavior of just how they're being proactive. And I gotta tell you, it's really hard to do it, like, "Really? Do I need to do that?" But yeah, for whatever reason, that person just doesn't feel like they have all the information. And that level of proactiveness can really help with that situation. So for anyone who's in that situation, if you haven't tried that, that's certainly a starting point, just to be proactive in the short to medium term, to start to change that dynamic just a little bit.

Cindy Gonos 28:57

I love that. I think that's a brilliant idea. And I think that it shows initiative, and I think it does ease the mind of the leader a little bit. Because I firmly believe, I wholeheartedly believe, that most managers who micromanage do not do it because they want to micromanage. There's some fear, right, there's some sort of underlying fear that they have from somewhere else that tells them, "I need to keep checking in." So if a team member is proactive, they're alleviating stress from themselves by not having the manager have to check in and they're also alleviating some of those fears of the manager at the same time. So I think that's kind of the blend where, because I could see me perhaps out it might be seen as almost snarky or sarcastic. "Oh, you're gonna micromanage me? Well, let me just tell you everything that I'm doing." Right? I don't think it's that way. I don't think it's a , "I'm going to shove you everything." I think it's a very, you said they're proactive, but it's almost like a relief. It turns it more into a relationship, than "You're my leader, and I'm reporting to you", or "I'm your leader. And I'm checking in on you." It's a, "I'm checking in on you to help. And I'm letting you know what I'm doing to also help you and be proactive."

Dave Stachowiak 30:17

Yes. And that's a really good distinction. And I'm so glad you made it of… don't be the, I mean, people do this in the legal profession. I'm not sure this works so well anymore in the digital age. But one of the legal tactics that lawyers would do, like if one side is asking for documents, they'd send them 40,000 documents and like you got to find the needle in the haystack to like spend tons of time, don't be that person, right? Like, that's not the intention here. The intention is, you and I are both fans of Dale Carnegie's book, How to Win Friends and Influence People. And one of the key messages in that book is to try honestly to see things from the other person's point of view. And so if we put on that hat and think, "Hmm, okay, this person, for whatever reason, good or bad values, alignment or not, is swooping in and asking me for a lot of stuff and getting into a lot of things. For whatever reason, I seem to need more information. What can I genuinely do to set aside my own personal annoyance with this behavior for a moment and think about what are like the three or four or five key things that I know they're worried about, that I know is on their radar screen right now, that I know maybe they're swamped and overwhelmed with that if I provide a little bit of visibility, and that I can help will be a starting point for that?" And that's the intention here, is like, how do I help this other person do their job better? And to think about them like my customer even if they may be my manager, "How do I serve that person well and give them what they need in order to be able to do the job in the way that they want to?"

Cindy Gonos 31:55

I loved that, initially, when I thought about doing this episode with you, Dave. It was, how do leaders help themselves from preventing burnout? And really, it sounds like the answer is, how do teams work together to help prevent burnout for everyone?

Dave Stachowiak 32:12

Yeah. I think so. If we can, why not? Right? Like, for whatever reason, as I mentioned earlier, like, we think about burnout is a problem with a person. And yes, it is. And it can be "AND", and there's a big “and” here, it also is often something that's going on in the organization or dynamics that aren't working. And so, yeah, let's talk about those and let's surface them. And if we can do that, and have some healthy conversation, I think that helps us to address things a little bit more proactively before it comes to a point where someone feels completely burned out and they're taking a leave of absence or they're leaving the organization or they're struggling with mental health. If we can proactively get there sooner, what a great win for them and for us and for the organization too.

Cindy Gonos 33:05

Absolutely. Dave, we are almost out of time. But I want to end with a question, because I have been waiting for eight years to ask you this question. Are you ready? Okay. So in your time, as both a leader and a coach to leaders, what's something you've changed your mind about?

Dave Stachowiak 33:24

Ah, this question is a question I ask people often on my podcast, "What have you changed your mind about?" So many things over these years and regularly, I'm changing my mind on one thing that I certainly have changed my mind on in the context of starting the podcast in 2011 when I did to now is, it was both a blessing and a curse that I only had an hour or two when the podcast started to produce it each week. Because I had a full time job, I was working for Dale Carnegie, we were just about to have a baby, wife was really busy and blessedly full. And I didn't have 20 or 30 hours a week to do a podcast. And in fact, the podcast, Coaching For Leaders, started as a hobby and a side project. And that was the intention. That's what it was supposed to be. And it was for the first several years. And so when you only have an hour or two a week to work on something, you figure out pretty quickly, it can't be perfect. I'm going to make mistakes. And sometimes I'm going to do something that is going to be B-minus work. And that's good enough. And that is and was and still is sometimes really hard for me, because I'm the kind of person, I don't know if it was like just my upbringing are lots of too many years of school or whatever personality like, I like to do A-plus work like anytime someone sees something from me, or I turned in a paper when I was a kid or in college like I want that grade to come back really great. And if it's an A-minus it's like, it's not good enough, right? And one thing I've definitely changed my mind on is, not only can I not physically do that, like the physics of running a business, and doing all the things in life don't allow you to have A-plus work on everything all the time. But that actually, it's better to start, and to put something out in the world, and to get feedback, and to learn as you go, and then keep going. And I think it's a great analogy for starting a business. It's a great analogy, certainly for running a podcast. It's a great analogy for leadership, too. Because none of us do any of this perfectly. None of us delegate perfectly. None of us uncover burnout in our organizations all of the time and always see that coming. The invitation for myself and for everyone else is, let's start. Start moving the needle a little bit. Begin, put something out in the world, try something new, change your behavior on something and then see what happens. And sometimes it means you move a little bit further in where you're going. And sometimes it means you fail, and you move backwards, and you get slapped on the wrist a bit because something doesn't work with a stakeholder or a customer. And the times that that's happened to me, Cindy, as uncomfortable as those steps back have been, have so many times been the biggest learning moments that have actually then helped me to leapfrog on something else. And so the thing I've changed my mind on is not having to have everything figured out at the start and to try to nail it the first time. But to actually just start and to have conversation and to get feedback. And by doing that, I have then been able to, in the long run, do better.

Scott Anthony Barlow 37:02

If you've been thinking about making a change for a while now, and you don't really know how to best take the first step or get started, here's what I would suggest, just open your email app on your phone right now. And I'm going to give you my personal email address, scott@happentoyourcareer.com. Just email me and put "Conversation" in the subject line. Tell me a little bit about your situation, and I'll connect you with the right person on our team where we can figure out the very best way that we can help you. Scott@happentoyourcareer.com drop me an email.

Scott Anthony Barlow 37:32

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 4 37:39

Because I was struggling with my health, I decided to leave my last role without anything lined up. So by far, as a father and a dad, it was hard to walk out of a job without anything like that.

Scott Anthony Barlow 37:51

People make career changes all the time. That's a normal thing. Unfortunately, many of those career changes are not great moves. In reality, what we find when we meet up with so many people after they've made a career change is that they're just running from a portion of their past job, whether it's a bad boss, a toxic environment, trying to raise their salary, trying to lower the amount of stress and responsibility. When instead, they should be figuring out what they really actually want and then run towards that. So what happens if you've had that situation? What happens if you have made a career change only to realize that your previous career actually fit you much better? Technology and culture can advance or it can change quickly? How do you pivot back to your previous career path after some time has passed and make it even better?

Scott Anthony Barlow 38:49

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

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Is Starting Your Own Business Right for You?

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Starting your own business has become very popular these days, but it’s not for everyone. Often people confuse their desire for more freedom and flexibility with the need to become their own boss, and without getting into too much detail, I’ll just say that is not the best way to gain autonomy, flexibility, or freedom for most folks!

But there are certain situations when starting a business could be the perfect career move. So if you’re considering taking the plunge into entrepreneurship, how do you figure out if it’s is the right next step for your career?

Amy Haggerty was in the same place you may find yourself. She’d spent her career jumping from one industry to another, including higher education, mental health, and child development. Yet, no matter what role she took on, she always felt like something was missing. She’d always had a craving to go out on her own and try her hand at starting her own business, but she couldn’t quite picture what that would look like. Amy’s story is all about self-reflection and her realization that entrepreneurship was the missing puzzle piece in her career and that it was time to take the leap.

Amy craved autonomy and the freedom to create. She was tired of working for others and under limitations stifling her creativity. Those frustrations sparked her desire to venture into entrepreneurship. Amy realized that the autonomy and fulfillment she desired would come from taking control of her career and embracing the challenges of starting her own business.

To give her the push she need, Amy found support in her husband who pushed her to go after what she truly wanted. She also sought out other entrepreneurs who understood her ambitions, offered guidance, and inspired her. It’s all about finding your tribe! Being surrounded by like-minded folks gave her a sense of belonging and the inspiration she needed to dive headfirst into her business. 

Is Starting Your Own Business Right for You?

  • Do you feel like something’s missing or unsatisfying in your current career?
  • Are you dying for more freedom, creativity, and the ability to make your own decisions?
  • Can you handle the ups and downs and take risks like a champ?
  • Do you have a clear vision of what you want to achieve through your business?
  • Do you enjoy customer service and look forward to interacting with clients? 
  • Are you open to building a network of entrepreneurs who have your back?

Starting your own business can be a game-changer, but it’s not a one-size-fits-all solution. It’s all about knowing yourself and what truly drives you. Amy’s journey reminds us to reflect on our own aspirations and motivations, and the importance of a supportive community! 

If you’re trying to figure out if entrepreneurship is the right path for you, review the list above, listen to Amy’s inspiring episode, do some soul-searching, and contact our team! Remember, success and fulfillment can come in many forms, and it’s up to you to find the one that is truly right for you, but you don’t have to figure it all out alone. 

WHAT YOU’LL LEARN

  • How to know if you should open your own business or if you just need to make a career change
  • Where to find your biggest supporters and motivators when starting a business
  • Questions to ask yourself if you’re considering becoming an entrepreneur

Success Stories

The hardest part was getting overfitting myself into a job board. Because after about a decade of following job boards and what careers were trending in on the uprise, you really get in this holding pattern of not acknowledging what you want. It was you and your podcast and your CCB program. So, more background, I went through your CCB program a year ago. But, I finished it less than a year ago. And some of the tools are you have us design this ideal career profile. And so, you make us acknowledge all of these different aspects and put it together in one sheet. And so, it really visually lays it out that you can combine them.

Allison Curbow, Career Solutions Coach, United States/Canada

I just wanted to tell you that THANK YOU! Because of our call we have changed the direction of our application and I can’t believe I didn’t see this when it was in front of me all along.

Enrico Torres, Software company founder, United States/Canada

I just remember from that visioning exercise, being able to say no to something, even if it's a great opportunity or a great experience. It shows that as we moved through these journeys, whether it's life or even business that we… we have to stay true to what we're really searching for and wanting to create.

Matthew Toy, Yoga Instructor, United States/Canada

My brain always goes 'Well, what's the worst that could happen?' And that was another one of the exercises from Figure Out What Fits and once you realize what the worst that can happen is, it's not really that bad. In the big scheme of things, it might knock it back for a minute or two, but it's not not a biggie. They have not found it to happen yet. So I've just been pleasantly surprised every step of the way.

Mark Sinclair, Photograher, Australia

Amy Haggerty 00:01

For quite a few years, I had this craving to get out there and do something on my own but didn't quite have a lot of the details or thought maybe I was mistaking that for having more freedom.

Introduction 00:22

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stopped doing work that doesn't fit you. Figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:47

Something that's become a very popular is opening your own business. You see it everywhere. However, it turns out, it's not actually for everyone. It's something a lot of people throw into the mix of considerations when they're unhappy with their jobs. But often, it turns out that these people are confusing things like wanting more autonomy or flexibility. And think that the only way to get to that level of autonomy and flexibility is to become their own boss. With that, without going into too much detail here, let me just say that it's not always the best way to gain autonomy, flexibility or freedom for the majority of people. That said, there are certain people and certain situations where starting your own company is absolutely the right next step for your career. But how do you know? How do you know if starting your own business is right for you?

Amy Haggerty 01:40

I got increasingly frustrated in each role in the bureaucracy or politics or the things that I felt that were in my way of just being able to create what I wanted to create and make those decisions.

Scott Anthony Barlow 01:57

That's Amy Haggerty. Over the past, almost 20 years, Amy has had many career pivots from higher education, to mental health, to child development, and many other areas and industries. And although she felt like she was being very intentional with these pivots, she continued to feel unfulfilled in every single role she had. She always felt like something was missing, and had a craving to own her own business, but could never picture what that would actually look like. This episode is pretty cool, you get to hear how Amy came to the realization that opening her own thing, as a creative entrepreneur, was exactly the right move for her career. And how she found a community of entrepreneurs to support and encourage her to go out on her own. Here's Amy discussing her indecision when it came to choosing a college major.

Amy Haggerty 02:45

At the time that I went to college, I was looking at a few different majors and was really not wanting to jump into anything right away when I took my generals for a few years. And a lot of times students don't realize, as I quickly realized, that there's not a lot of majors that are built for that to leisurely take generals and then enter into a major. If I wanted to complete my major on time, I had to pick something. I decided on psychology as a lot of students in college who are interested in self exploration often gravitate towards, that was me. And I felt that it was a good fit. I was interested in people. I was interested in how people work and understanding all of that. And I also knew that it was a little open ended as well, which was comforting to me because I wasn't feeling 100% sure what I wanted to do.

Scott Anthony Barlow 3:48

That's interesting. I don't think I've ever heard anybody make that comment. I've had, I would say many thousands of conversations asking people about how they ended up where they have ended up. Because, I don't know, I love hearing about it. And I don't think I've ever heard anyone use the word choice, "it was a little bit open ended." So tell me more. Why was that important at that time?

Amy Haggerty 04:14

I really didn't want to be locked into anything because I hadn't found anything that I was really excited about. And I also knew that I was going to have to go to grad school. there wasn't anything out there with a fort that I wanted to do that was in that field. So I started exploring grad school options. I had thought about becoming a mental health therapist, but I felt really young at the time, really inexperienced and intimidated by that idea. And so I was looking, again, something more general or comfortable perhaps. And so I found a counseling related field that I felt was a good fit for me at the time and that was an area similar to school counseling, but more so of a college counseling field where I would help other students with their career exploration process which is ironic.

Scott Anthony Barlow 05:13

Yes, for sure. So what happened from there?

Amy Haggerty 05:17

So that was the beginning of my career in higher education. I ended up in a position as an academic advisor working with students who are undecided in their majors. I really enjoyed talking with students about their potential career paths, exploring majors. The downside of that was, at the time, the rest of my team wasn't very interested as I was trying to add more intentionality to our processes. A lot of advising and counseling was really off the cuff, I think, for a lot of the other advisors. And I really wanted to find out what works, what's the research saying, what's most helpful. And so that really meant that there wasn't much room for my ideas, it felt like. And so I started looking for another position and my next position was the complete opposite. So it was all research based data driven, and it was all creating new programs. And it was very much so creation and my ideas, and that part was exciting for me.

Scott Anthony Barlow 06:33

Hmm, interesting. Okay, so help me understand then, where you started to recognize that maybe this wasn't a good long term solution for you.

Amy Haggerty 06:45

I was always looking.

Scott Anthony Barlow 06:47

Really?

Amy Haggerty 06:48

I was always looking for jobs. I was always looking for more education, more training, more programs. I think five days after I completed my master's degree, I was in a meeting with somebody asking about how to get my real estate license. Like I was chronically unfulfilled from the beginning. I always felt like, I think deep down, I thought that I had settled. I think I had always felt that way.

Scott Anthony Barlow 07:23

Chronically unfulfilled. Tell me a bit about what that looks like, aside from completing one set of training and then immediately going towards another. But what do you mean when you said that?

Amy Haggerty 07:36

Every role was unfulfilling for almost, between 15 and 20 years. I've had a lot of positions. I feel like I truly believe that I have made a lot of career pivots, and have done so in a thoughtful, intentional manner. And based on what I wanted more of and what I wanted less of, and at the same time, it just wasn't working.

Scott Anthony Barlow 08:12

Okay, I'd love to talk about that then. When you say, "I thought that I had made an intentional career transition from understanding what you wanted more of and what you wanted less of." Now that you have more perspective than what you may have had at each of those times, what do you feel like was missing or not working then? Even though you were actively trying to do something more intentional?

Amy Haggerty 08:39

I don't think I had the awareness. I think I was focused on the tasks and the projects and what I did in the day to day. And so I would reflect on the positions I was in, thinking of what gives me energy, what do I never want to do again. And I would start crafting something like I hope I can find a job posting, of course, like that. And I would find things that met the requirements of what I thought I was looking for. But beyond the tasks, I wasn't looking at some of the bigger picture items. I wasn't seeing that there were other themes, aside from the day to day that were just not aligned with what I wanted my life to look like and not having other people that I knew in roles, I think, similar to where I wanted to end up. It was hard to see that because you know what you know, and the careers that you know are what you see other people doing and I wasn't seeing anybody doing what I eventually ended up realizing was the better fit for me.

Scott Anthony Barlow 10:06

Interesting. So it sounds like then what you're saying is during many of those pivots or changes, you were very focused on the tasks or the pieces of the work itself. And I would argue, well, that is important, it sounds like you came to the realization that that's not the only set of things that matter as it relates to fulfillment. And it sounds like you started focusing more broadly, at some point. What caused you to recognize that you needed to broaden your focus there?

Amy Haggerty 10:40

Yes, I do think the other pieces that started to creep in were the fact that I would be in roles, and I wanted more and more power, and more and more control, and more and more autonomy. And I got increasingly frustrated in each role in the bureaucracy or politics, or the things that I felt that were in my way of just being able to create what I wanted to create and make those decisions. And I don't know if I really realized that until I started working with a coach other than, I've read a lot of books. I've been in this field, in some ways, assisting other people looking at their careers. And it wasn't until, I think, that I started working with a coach and trying to look at a little bit more about the vision that I have for my life. I do think that the vision started becoming clearer back to what you're saying. I think I was just looking at tasks. And then I think as my life, my family, as I became a mother, those kinds of things happen, the life piece started to become a little more clear. But I do think I had wanted those things prior to that as well. But they were just a lot louder when I had a family and started wanting more flexibility and more freedom.

Scott Anthony Barlow 12:12

So tell me then. It sounded like that you have had, I'm going to call it an inkling, or I think maybe someplace in my notes, you would call that a craving, that you were interested in your own business. Was there a particular point in time where you did finally declare, like, "Yes, this is the route that I'm going." Or did that happen so gradually, that you can't pinpoint a time?

Amy Haggerty 12:44

I did have a time. And I wrote it down and I stuck it up on my board, I had this realization that I want to be a creative entrepreneur. I want to be an entrepreneur. I want to be a business owner. That was clear for a long time, but what was so unclear. But thinking of the realization when I was working with HTYC, and going back to those tasks, where the helpful part of looking at day to day responsibilities was, I enjoyed creating. And I enjoyed creating, whether it was writing, or something with graphics, or communication or marketing. And I just knew those two things I wanted to create, and I wanted to do my own thing, and that those two things finally came together for me.

Scott Anthony Barlow 13:39

Well, I love that. And here's what I'm hearing out of that is that you were one of the things from making a variety of different changes allowed you to start to notice what are the themes between some of those changes too, or some of the themes between the frustrations, because it's one thing to sit down and take the, what I would say is pretty common advice these days, where it's like, make your list of all the things that you don't want, make your list of all the things that you do want. And that's become more prevalent. Also, it is maybe even more powerful, and it sounds like it certainly was for you to where you could start to notice the trends between changes. And it sounds like one of the things that you were observing is that there's this want to be in control of what it is that you are creating.

Amy Haggerty 14:29

Absolutely.

Scott Anthony Barlow 14:31

Okay, so here's my question about that. I think that's super cool. I don't think, to be really clear, I don't think that having your own business is for everyone. I think that these days, especially, it's become very popular and trendy to do so. But I think that what often happens is a case of confusing the amount of autonomy that I want for what actually comes along with business ownership. That said, and I'm saying that for every everyone listening, I think that from everything I know about your situation, it lines up really, really well. And so my actual question for you is, when you think about that now, what are the pieces where you recognize do line up so well with owning your own business?

Amy Haggerty 15:23

Yeah, so much of what you said was a lot of my fears. I think for quite a few years I had this craving to get out there and do something on my own, but didn't quite have a lot of the details or thought maybe I was mistaking that for having more freedom. And I got into roles too, that we had so... like, my last role had so much freedom, I only had to check in with my supervisor once a month with a little email. And I was like, "that's not..." So I don't think this is about the freedom because I have all the autonomy and freedom in the world, and it's the work itself. I think some of the ways that I felt that really lined up was, I've really always wanted a lot of variety. For one, I love researching, I love learning new things, I love problem solving, I love streamlining, I love improving processes. I think a lot of my roles looking back and seeing any themes in there too, or additional themes where my interest in customer service or client experience is something that really rose to the top. Everything I had done had been somewhere near there, where it was about the client having a really good experience. And I think that's something that also was something that I was interested in. And also, whether this is relevant or not, my husband and I also have talked a lot about having our own business. And so I think that we complement each other. And it's something that we've been wanting to build together as well.

Scott Anthony Barlow 17:17

So here's a couple of things that I heard you say. Number one, the learning, the streamlining of the problem solving, the client experience, and I will tell everybody right now, if you don't care about clients or customers or anything like that, it is going to be really incredibly difficult to run a business. And I think we've all heard the story of somebody who's really wonderful at their craft, and then they go into business, and then they just absolutely despise it because it comes along with customers. So we've all heard that story. But it sounds like those were little pieces that you were recognizing and causing you to realize more and more that, "hey, this could actually be a thing." I mean, even beyond some of the doubts that you had. So what allowed you to move past those doubts and move into creative entrepreneurship?

Amy Haggerty 18:14

I think the energy and curiosity that I really was able to access when I got excited about this was more than anything I've ever experienced up to this point. It just felt ever since I've made this decision, and had the realization, it just feels like the doors keep opening for me. I wonder about something, I wonder about a resource where I get stuck. And the next day, I stumbled across something about that very thing that I'm concerned about. I think some different mindsets too around, working on things piece by piece and taking it one step at a time and try not to get consumed and overwhelmed because this is a huge life-career shift. And I think some days the business piece of it feels like it's a lot of research. It's a lot of learning. And so I think, just realizing that, I gotta keep going. And the alternative is to do what I was doing and I don't want to do that anymore. I want to build something and focusing also on doing something I'm proud of. I think for the first time. Truly proud of more than I've experienced in my career. Keeps me going and knowing that I think risk and failure is inevitable and accepting that, I think as like, I know that's coming, I don't know where everything's going to take us or take me but I know that, I would rather just figure it out and take it as it comes.

Scott Anthony Barlow 20:02

Let's talk about a couple of those mindsets. And how you integrate with those. I think that's almost the, maybe not the hardest thing to do, but up there for sure, is to take a mindset, and then actually apply it day to day. And I mean, they never worked perfectly. Well, I don't know, if you've figured out how to make them work perfectly, please do share, because it's usually a process from what I've found personally. That said, let's take a couple of those and break down for what you found worked for you. So you talked about taking one thing at a time or moving piece by piece, I think you had said, and so what did that look like for you give me an example. Or a story of where you started to adapt that mindset and where you found that valuable?

Amy Haggerty 20:54

Well, first of all, I feel like I found a community of other creative entrepreneurs. And that has been so exciting and really key to finally seeing my people and getting involved in that community, and resources as well. One of the resources I found helpful was another creative entrepreneur putting out a one thing a day tracker, Bonnie, Christine. And that was really helpful to realize, just to break things apart into– I just got to do one thing a day. And today, it might be this kind of research or this kind of training, or it might be purchasing a domain site, but I'm just going to keep moving. The risk part, what does that look like or the failure part, I have a lot of post-it and reminders everywhere. I have them at my desk. I take time, at the beginning of the week, I keep track of some of the biggest, I think some of the mindsets I need to know be reminded of the most, I remind myself of those in reading those, I stay connected, I think, to the community. I think the community or other entrepreneurs that I want to learn from and I think that momentum keeps me going. I think the fears kind of creep in and then hearing other people's stories are really just like Happen to Your Career, hearing other people's stories, I think, are really motivating to me. And I think those personal stories are great reminders.

Scott Anthony Barlow 22:45

How did you find that group or that community of creative entrepreneurs? You've mentioned them a couple of times. And clearly, having no access to those people, for lack of a better phrase, has been pivotal for you in a variety of different ways. How did you go about finding your people?

Amy Haggerty 23:06

When it occurred to me that this is the path I wanted to follow, I had this flashback of meeting somebody within the last year and I thought this is what she's doing. And I didn't put the two and two together. And I reached out to her right away and wanted to hear about her experience and to connect with her and added her to my list of outreach people for HTYC. And she was so great to talk to, so insightful, and referred me to a community that she was a part of. And so she referred me to training in a community and just getting connected with her and someone who is already doing it. It's just so simple. But it was just really helpful in getting that much closer.

Scott Anthony Barlow 24:05

When you reached out to her originally, do you remember what you did or what you said in that case?

Amy Haggerty 24:13

I told her that I admired her work and what she was doing, and that I had been wanting to reach out to her and I found this story where she was featured in a magazine, a local magazine. And so again, it was really timely because I was really nervous about reaching out at first and when I saw that story, it really prompted me to, because I saw a lot of my experience in her story. And so I reached out to her on Instagram and asked if we could connect and she replied when she was available and if she was just really great and giving so many details of resources and encouragement, offering words of encouragement and sharing her own mindsets of how she got to where she did.

Scott Anthony Barlow 25:12

That's fantastic. And it sounds like the way that you did it made it easy for her to also have a vested interest and say yes too. So kudos to you for that. And at the same time, how do you think about reach out now? Because it sounds like when you were, let's go way back to you know, prior to doing that, it sounds like you were pretty nervous about it. Is that still a thing where you would be as nervous now and you just would work through it? Or do you have a different view on that?

Amy Haggerty 25:48

I think I'm a lot less nervous. I think, knowing how much I've learned on the reach outs, having done that on both sides, I've had so much success in being able to say that you're excited about what somebody does, and want to learn more and realizing how many people really enjoy sharing their story as well and helping others. And then on the flip side of that, knowing that there's some within 10 seconds of the conversation, I'm like, this isn't for me, and this is just so helpful. And so I would not hesitate as much as I had before. It was really helpful in being able to get over that. Because those kinds of connections, I think are key.

Scott Anthony Barlow 26:40

What do you feel like when... I think the thing that so many people wonder, and also simultaneously is one of the big, not the only big thing, but the big thing that holds people back from pursuing their own thing, pursuing a business venture is finances, money. And it shows up in so many different ways, ranging from, you know, I think that I need $4.2 million, in order to do this thing that may or may not actually need $4.2 million, all the way to lack of understanding, to, you name it, like there's a million different ways this shows up. So my question here is, how have you thought about this? How have you worked through it for yourself? And then ultimately, how have you made this part work, the financial side work for you, in order to give yourself time space to get this up and running?

Amy Haggerty 27:41

Yes, I feel very fortunate in that area. I think one of the things that was key for me is I'm not working at the moment, because this is something that I want to focus on. I do have the luxury that my spouse has something that can support us for the time being, but it's just enough right now. And so we have had to make some decisions about just financially of what we're willing to sacrifice right now. We also have had to change our mindset around spending and investing in things when we don't know the outcome, which is an entirely new area for me. I've always worked with things like degrees that you do this, and then you get this job and the salaries in this range. And this is really a lot of unknown. So I'm glad I have the support of when I'm feeling to like, why am I doing this? Or is this going to happen for us? And having that support and encouragement is important. And like I said, we've been using savings that we had put away for other things, and it's scary at the same time. For me, I think I got to a point in my career where it's more scary to just keep living how we were living. I hope that makes any sense.

Scott Anthony Barlow 29:15

I definitely resonate with that. I would say that that is, at that point where I got too, as well. So yes, it certainly makes sense. What have some of those conversations look like? And I'll just be really candid, like Alyssa and I have had many conversations, wonderful conversations, where, you know, we feel like we're in it together. And it's a shared dream and things like that. And also, when we've done it wrong, or we've done it not the best way we'll say that's led to much more heated discussions and things over the last, I don't know, 20 years, I guess in collective, a couple of businesses. So I think that having that support, like you're talking about, falls into that category is sort of another thing where it's easy to talk about and just say yeah, having the support is good. But getting to the point where you're mutually supportive of each other, sometimes takes more day to day work. So what did that look like for you? What did some of the conversations look like around that?

Amy Haggerty 30:10

I mean, we've been married a long time. I feel like we've supporting one another in our careers has been always a priority. We've supported each other when I think we've had a back and forth of that. And so maybe part of it is, it was my turn.

Scott Anthony Barlow 30:31

It's your turn Amy.

Amy Haggerty 30:32

Yes. We talk regularly about goals and about plans and timelines. And I think a lot of those other conversations. I mean, we involve each other. I think that's the other piece. We involve each other in the details of what we're working on. And I think expose each other to our interests. And what we want to do. I just think the encouragement part, I mean, my husband will be like, "You're doing this." Like, you got this. And I think just being back and forth, when things happen when one person's feeling, maybe discouraged, or some of those fears are coming up, the other person always comes out on the other side. And I think part of that is being married for a long time. And having experience with that kind of a dance in our relationship, I think was important.

Scott Anthony Barlow 31:29

What was the most surprising part of this type of change for you?

Amy Haggerty 31:33

I think letting go of you have this identity of who you were, that's tied to your career. And I think it was really hard to walk away from and that could have been the other piece that kept me for so long not moving in this direction. I just realized I didn't care about my past anymore, and I cared way more about my future. And so I deleted my LinkedIn account, because I was like, it doesn't matter. It doesn't matter what's out there about what I used to do. And it almost bothered me it was out there because it didn't fit who I felt like I was or where I was going. Versus other platforms that I feel like the other creative entrepreneurs were on and connecting with each other in different ways. So just getting out of that corporate mindset that I was in and finding other ways to connect with people.

Scott Anthony Barlow 32:31

I love the... What's the word I'm looking for, I was gonna say finality, but that wasn't quite right.

Amy Haggerty 32:38

Very symbolic.

Scott Anthony Barlow 32:39

Yes.

Amy Haggerty 32:39

It felt like I think, to say there's no going back.

Scott Anthony Barlow 32:44

Yeah. That's fantastic. The reason I say that is because it takes a measure of courage to do something like that. In many ways fighting against human nature. I mean, you enjoy psychology. So at the risk of telling you something you already know, there is so much of our behavior that goes toward avoiding loss. And whether it's, I was talking to my son, we're driving by all these storage units, because we have so many storage units in Moses Lake, and we were talking about, like how that is an industry just founded on the human behavior of not wanting to deal with or not wanting to, basically avoiding loss, right. And people pay many dollars a month to put all their stuff in there that sometimes they'll never see for the entire rest of their life. And they'll pay like 75 bucks a month or 150 bucks a month over and over and over and over again, in order to avoid dealing with that. So deleting your LinkedIn account, like there's a lot of courage that goes into that. What made you decide to do that ultimately? Like, do you remember what was the final straw?

Amy Haggerty 33:52

I mean, I had thought of that a few years ago when I was contemplating a career change. It just didn't feel like it was me. I think the thing that ultimately was, like I said, realizing that I didn't, it doesn't matter what I used to do. And I know that there's so much more on that platform than that. But for me, it felt like that's what it was. And it was like, it was just out there of this career path that was never really fulfilling for me.

Scott Anthony Barlow 34:27

What advice would you give to someone else who is thinking about they're in the thinking stages of wanting to do their own thing? Either from a support and relationship standpoint or from any other aspect? What advice would you give?

Amy Haggerty 34:43

I think someone wanting to do their own thing from the supporting standpoint is, I want to say giving someone else in that relationship what you want to be given and how you would want someone to be with you and that supportive role. And I feel like someone said to me, like if there's a dream in your heart then it was meant for you. And that's really stuck with me and that, why would I keep coming back to this? If it wasn't something that I didn't want, because it kept showing up. And as much as I tried to push it down because it was new and unfamiliar, it just was something that kept coming back.

Scott Anthony Barlow 35:34

Hey, if you loved this type of story where we walk you through what someone did to get to meaningful work step by step, then I think you would also love our book: Happen To Your Career: An Unconventional Approach to Career Change and Meaningful Work. It's available in print, ebook, and if you're listening to the podcast, you probably love audiobook as well. I would highly suggest the audiobook. It's been called the best audio book experience by several people that they've ever had. So that's the type of feedback we get about. But, I know you'll love the book if you love this podcast. And you can find it at Amazon or any other major book retailer. To learn more about it, you can go to happentoyourcareer.com/book. All right, we'll see y'all next time.

Scott Anthony Barlow 36:21

Here's what's coming up next week right here on Happen To Your Career.

Speaker 3 36:25

We think about burnout is a problem with a person. And yes it is. And it can be "AND" and there's a big "and" here. It also is often something that's going on in the organization or dynamics that aren't working.

Scott Anthony Barlow 36:39

Okay, so here's the dilemma. You're a leader at your company. And guess what? Your employees are feeling totally burned out. Overwhelmed. They're not exactly loving their work. The catch, you're feeling the exact same way. It's like leading a team on an empty tank. So how on earth can you steer your team towards success when you're running on fumes yourself? Today, we have a special guest here to discuss preventing leadership burnout, and ultimately positively impacting burnout in your organization as a whole.

Scott Anthony Barlow 37:15

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

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The Power of Fitting Strengths to Role with Gallup’s Jim Harter

On this episode

If you could meet with anyone who would it be? We’ve all been asked variations of this question! My answer might surprise you.

Some people might want to meet Oprah, or Bruno Mars, or The Dalai Lama. They’re all great I’m sure! But nope.

I’ve been waiting for years to meet Jim Harter, the Chief Scientist of Workplace and Wellbeing at Gallup.

Now, let me give you some context. I’m what you might call a nerd for these topics. I geek out over understanding well-being, work dynamics, and the power of psychology. And if there’s one organization in the world that possesses an incredible wealth of knowledge and data about these topics, it’s Gallup. And at the helm of all that valuable information is none other than the data wizard himself: Jim Harter.

Thanks to his team’s research, we now know what truly creates the happiest, most engaged, and ridiculously productive people in their work. Can you guess what it is? I’ll drop you a little hint: It’s not fancy office perks like ping pong tables, it’s not even pay or flexibility (although those are pretty high up there).

As it turns out, there’s something that holds even greater sway over our work satisfaction. Drumroll, please… It’s whether our strengths align with the roles we perform at work. That’s right, my friends. The key to unlocking fulfillment in our work lies in fitting your strengths your career, and more specifically your role. 

But let’s clear up any misconceptions here: When I say “strengths,” I’m not referring to tasks or skills. This doesn’t mean working all day doing things you’re “good at.” If you are a badass at building pivot tables in Excel, but you can’t bring yourself to build another pivot table… well that’s not what I’m talking about when I say strengths. 

What we’re really talking about is being able to show up as our truest selves (meaning, no “work persona” as Taj on our team says) and you get to use “who you are” to solve problems, meet challenges, and essentially use your talents in the way you do best. That’s what I’m talking about.

If collaboration is how you get things done best and your role requires it. Awesome! 

If you can’t stop the ideas for improving your processes and systems and it’s your job to improve processes and systems, Let’s Go! 

If you’re one of the only people you know who doesn’t get nervous speaking in front of people and enjoys making presentations all the time and that’s what you get to do… well those are great matches!

In the latest episode of the Happen To Your Career podcast, I had the pleasure of chatting with Jim Harter about his groundbreaking research on the importance of matching strengths to roles when it comes to finding fulfilling work. If you’re still trying to puzzle out the importance of strengths when it comes to work or if you’re just a nerd for the date and research that goes into aligning strengths with career (like me) be sure to give this episode a listen! 

What you’ll learn

  • How organizations can create a thriving culture of engaged employees 
  • The research and data-backed knowledge that supports the link between strengths and finding fulfilling work
  • How to have more meaningful conversations with your leader (or your team if you are a leader!)

From Stuck To Thriving: Overcoming Career Change Challenges To Find Meaningful Work

on this episode

If you knew for sure that a career change would lead you to more fulfilling work, would you take the plunge?

Let’s be real, folks—career change isn’t a smooth, straight highway. It’s more like a winding, unpredictable, bumpy path. And most of the time it takes a lot longer than people initially think it will because we’re not just talking about a job change, we’re talking about a search for meaningful, fulfilling work you love! 

Many people hit roadblocks and think, “This is a lot harder than I thought!” And some of those roadblocks cause people to stop searching for meaningful work, stay in their current role, or settle for another job that will soon leave them feeling the same way they’ve been feeling for months or years. 

Speaking of career change roadblocks, meet Vicky Meng. Vicky was hired as an accountant at her company out of college and had been with the organization ever since. Over the years, she had changed roles and departments a few times, and always enjoyed the change initially. However, she would eventually find herself feeling bored and stuck in her new position and would be eager for a change.

When she finally realized she had reached the ceiling for growth at her company, she decided she would no longer just pivot into similar roles, it was time for a meaningful change that sparked joy in her career!

Vicky began working with a coach, digging into her strengths and reaching out to people in industries and organizations she was interested in.

In the midst of her career transformation, Vicky landed an incredible job offer that seemed like a dream come true. But guess what? She turned it down! Why? Because it didn’t align perfectly with her vision. Talk about staying true to yourself!

Rejecting that offer brought on some doubts, and Vicky felt like she was losing momentum, which resulted in a low point in her career change journey. Spoiler alert: Her perseverance and determination paid off big time.

After a year of blood, sweat, and tears (okay, maybe not blood, but definitely sweat and tears), Vicky achieved her ultimate career goal (cue the confetti cannons!) she landed her ideal role in Treasury 😄

In Vicky’s episode on the HTYC podcast, she shares how she powered through the lows of her career change and highlights the pivotal moments that shaped her journey. (Oh, and she shares her secrets for leveraging her existing experience to break into new roles!)

Vicky’s story is a shot of inspiration for anyone contemplating a career change. It’s not all rainbows and unicorns, but the thrill of discovering meaningful work makes it all worthwhile.

So, grab your headphones and get ready to hear Vicky’s firsthand account of her decision to switch careers. It’s a story of resilience, determination, and the joy that comes from pursuing your true calling. Trust us, you don’t want to miss it!

Vicky Meng 00:01

When I finally hit that moment of realization, everything just clicked. So I think what surprised me was how fast it could happen when you finally get everything together.

Introduction 00:19

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stopped doing work that doesn't fit you. Figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:44

What if you could know for a fact that you would find more meaningful work by attempting a career change? Would you take that leap? Career change isn't easy. And the journey is never a straight line, never. It can take quite a while to get more meaningful work– a lot longer than many people expect. And so often people quit working on a career change when they hit the unavoidable roadblocks and those low points. It's so much harder than almost everyone expects, at least if your goal is meaningful, well paid work. But here's the thing, I have yet to meet anyone who has made it to the other side and doesn't absolutely think that it was all worth it.

Vicky Meng 01:25

When I talk to people, I feel like I have so much to offer but because when they listen to my direct experiences, they don't get excited about me as much because they just feel, like, that I have been in the wrong environment, I won't fit in with their environment.

Scott Anthony Barlow 01:46

That's Vicky Meng. Vicky had worked in accounting since graduating college, but started to feel stuck when she realized there were no more opportunities for growth at her organization. This spurred her to start working hard to define what she really wanted out of a career and to take action to find a new job. In the middle of her career change journey, she received a pretty great offer that checked a lot of boxes. But ultimately, she turned it down because it wasn't exactly what she was looking for. Okay, so this part felt really hard. And it also caused her to start feeling like she was losing traction, and that eventually, when other things weren't working, it led to a low point in her career change journey. Spoiler alert. After a year of hard work and dedication to her career change, Vicky ultimately made it to her ideal career. I want you to listen to how Vicky talks about and specifically what helped when she was persevering through multiple low points, not just one, not just two, but multiple low points during this 12 month long career change, and how she calls out those pivotal moments during the process, like learning how to present her existing experiences in a way that would allow her to move into a role that she didn't have lots of experience in. Okay, so fun fact too, Vicky's story is featured in chapter 17 of the Happen To Your Career book. You can actually hear her telling it in her own words on the audiobook version available on Audible or Amazon. But back to the interview at hand. Here's Vicky talking about her initial decision to make a career change.

Vicky Meng 03:30

Yeah, so I guess I should say that I started in corporate accounting because my education background is in accounting and I actually went straight up accounting for Bachelors, for Masters and I got my CPA. So supposedly, I should have followed my peers path in going through either the public accounting route, or I would just stay within the corporate accounting route. But to be honest with you, accounting, even though I did so much education in that field, has never really felt like the field for me. It was more of a family culture background influence. But what was sad about it was that I knew accounting wasn't for me, at the same time, I had no other passion. I consider myself a boring person. Because you know how a lot of other people probably say, "Oh, you know, I love acting" or "I love painting." "I love photography." I just never had one of those passions. So I just followed what my family's advice was, and what seemed to be the most realistically best choice. That's what I did and it did help me to get up with my own feet in the beginning right after college. You know, all companies need accountants and I could find a job and I was able to find a good company that sponsor me through the emigration process, in which, plays a monumental part of my life right now. That is why I can still go on to pursue my further dreams in this career. But yeah, I just didn't know if it's not accounting then, what could it be. I did transition into the finance department with my previous employer working in the Treasury Department. And I did not know what that was about at all. But what was good about it is that the organization's pretty small, so I was able to transition to different departments. And at the same time, I was able to dive deep in each of those areas. Not only dive deep, but also gain a very clear big picture of how each area plays into the whole corporate finance and accounting structure and how each department helps to make the final decision. So I did Treasury for about two years. And then I transitioned to financial analysis, which is another department under the corporate finance umbrella. And I did that for another two years. So that makes up five years in total, but I was literally doing everything that the company needed– accounting and finance wise. And in the end, I just rose up to this, like Strategic Finance Advisor for the executive team, because I've worked with different departments. And I know how different parts integrate with each other. So whether it's tax related, whether it's finance projections, whether it's accounting recordings, whether it's cash movements, I was able to come up with a good strategy that's customized to that organization's specifically. So that's where I was most valued at. And I actually enjoyed being the strategic partner in that way.

Scott Anthony Barlow 06:59

Yeah. What did you enjoy about that? I'm curious.

Vicky Meng 07:02

I think I really liked the one-on-one interactions that I often had with each executive team member. The CFO came to me for a specific project. And I felt like I was helping him directly. And I was overseeing this project, or starting a project on my own and overseeing it until the end and actually seeing the results happening. And I could see the impact that is making on the organization. I really liked that aspect. And one of the things that I realized is that I actually enjoy working in small team environments, I don't like to be one of the members of a large corporate accounting team and just handle maybe one facility, month-end closing repeatedly every month. What I like about it is a role with various projects that could come up, and it's very fast paced, and you have to integrate different areas of knowledge. That's what I really liked about it, it's not just solely about accounting, it's not just solely about finance, it's not just about tax, you have to integrate everything together in order to find the best solution.

Scott Anthony Barlow 08:21

Well, it sounds like it in some ways, it is the creative application of those different experiences and knowledge sets. And then also, it sounds like you have to have that particular type of variety in there in order to make it rewarding for you. Is that fair to say?

Vicky Meng 08:39

Yeah, so one of the strengths that came out in my StrengthsFinder assessment, besides this one on one helping part, was the factor input. So I'm a person who really likes to do research, who really likes to know about different areas. I'd like to get that input. Even sometimes when I don't see where this input could actually help me in this project, maybe it won't ever help me, but I still like to collect that information. I still like to understand it. And I feel like someday, I'm sure, it'll come to you.

Scott Anthony Barlow 09:20

Well, so I think what's really interesting about that, to me, is, I know the end of the story here too. And I know that eventually you decided to transition. And I also know that later on, much later, when you were in the midst of your transition, that inclination to research really helped you be able to make that transition. However, what were some of the final events that made you say, "You know what, I have to transition. I have to transition away from this company. Away from the roles that I'm currently in." What caused you to make that decision?

Vicky Meng 09:57

I think the main factor there was that I just couldn't see myself grow anymore in my own organization. As I mentioned that I've already worked in various departments, I'm already directly helping the executive team. I've definitely made contributions. And I could see those contributions or new contribution areas where I could help with but when they're coming, it's not for sure. The development stage of my old company is also a... they weren't exactly looking for expansion or anything. So I just knew that I wanted to, although it was very nice to be the strategic partner, but I just feel like I have not yet built up a very solid foundation for my career where, you know, I could say, "This is the area that I've been working on for so long. And I know every detail about it, I could apply it to any corporate skill." I don't have that skill set or that career path that I could rely on and say "That is what I do." I was sort of like a generalist, which is a very good thing to be. But still, I felt like I needed some specific career track to depend on. So that's when I really looked into a program that could help me figure out, so where is the specific, what exactly is the specific track that I could put all my energy towards that area for the next decade?

Scott Anthony Barlow 11:39

Interesting. So it sounds like you have outgrown the company?

Vicky Meng 11:44

Yes.

Scott Anthony Barlow 11:44

In terms of what you wanted, it was no longer what they were able to provide in that same way as related to your growth. And then it sounds like you came to that conclusion. And then at some point, it must have asked the question, well, what's next then? How do I find that type of next step? What happened from there?

Vicky Meng 12:08

So my upbringing tells me that you have to depend on yourself all the time, especially when you encounter a difficulty, you should, you know, work hard, as hard as you can, make yourself go crazy, and you'll find a way to navigate through the crisis. But for me, I was willing to work hard, but I didn't know where or how to put that energy. So I went out to different events, I started going to these recruiting events from the university that I attended, and all these like career related events around the city. And that's when I first encountered my first career coach, a person who has worked in the public accounting industry, because at that time, I was still sort of exploring the idea, maybe I could still go with public accounting.

Scott Anthony Barlow 13:09

Yeah.

Vicky Meng 13:09

So I worked with her on a monthly basis for about a year. And that was kind of like me testing the water with this coaching idea. And I realized that talking with her every month was a happy moment for me. Because I was so unhappy with my job on a day to day basis that talking with her, even if it's just for one hour each month, felt like a way out, like I could actually feel, like, make me feel hopeful. Like I could actually make this happen. Someone out there is dragging me out of this very bad situation. But I also realized at the end of, probably a year into working with her that once per month wasn't enough for me. I make progress little by little while working with her. I did reach out to a couple of companies in the public accounting sector, and tried to explore the ideas of still sticking with accounting. It didn't work out very well. I still didn't feel like that was the way to go. But I did get myself on track in terms of interviewing even and saying no, or crossing out some of the possibilities on the list.

Vicky Meng 14:32

What made you feel like accounting was not for you? I think it's awesome that you were exploring and trying to figure out "Hey, is this, in fact, right for me?" But after doing a bit of that exploration and having some of that reach out, what caused you to say "You know what, this most definitely, isn't it?"

Vicky Meng 14:53

That's a good question. I am an ENFJ. And I think a lot of times for me, if the feeling isn't right, it's just, it's not right. Well I interviewed for accounting consulting with a really great firm, and I got the offer, the team was great. Like I could see myself thrive in that team environment. But when I think about doing the type of work that they do, and helping the type of clients that they were helping, because we're specifically targeting, like law firms, law firms where they're all of their clients, I don't see myself very excited about that industry. And I can definitely do the work, but I just don't want to advise on "This is how you do your books. This is how you should debit this, credit that," It didn't very excite me at all when I think about the details of that job on a day to day basis.

Scott Anthony Barlow 15:56

Yeah. And it doesn't really seem to have that same type of variety that you were talking about earlier on. It's not this, I mean, certainly you can get variety in accounting, but it doesn't seem like the combination of all of the different experiences and the gathering of the different experiences and being able to use them in a way that, like, you were talking about earlier. It seems the opposite of that in some ways.

Vicky Meng 16:21

Yeah. I mean accounting is definitely something that happens, it's often at the month-end, right? All the activities have already happened, they became reality, you just find a way to summarize and record them in the right way. But I think what I really wanted was, I want to be a part of the action, you know, day to day basis, I want to see that happen, that the decision that I'm making right now is going to affect the company today, or this week. And if it's a bad decision, then oh my gosh, it's a lot of pressure. But still, that fast paced feeling, that's the kind of impact that I want to have.

Scott Anthony Barlow 17:01

Well, that's super interesting, too because I think that there's a lot of patterns here for you, as well, that I didn't even know about. And what is really interesting to me about what you said is that accounting is very past focused.

Scott Anthony Barlow 17:15

And even as you were talking about your interaction with that first career coach long before we ever met you and everything too, what excited you was about the possibilities in the future. And everything that you've articulated so far, has been about, in some ways that future focused or that proactive focus or being a part like, you said being a part of it versus just like recording it. And I know that's a drastic oversimplification and not meaning to undermine anything that accounting does. Because accounting is a great field. However, it's a different focus entirely. And as you started to get into this change, because you had decided, "Okay, I need to make a more drastic change than what I was thinking" more drastic than just going and working with another organization with accounting. And as you started to get into it, what surprised you in going through this type of career change process, because what you have done, and I'll just fast forward to the end for just a second, you were able to, not only make a pretty sizable change, but also you did a new organization and new industry, if I understand correctly, too. And what surprised you as you were going through this process over the last 10 months here?

Vicky Meng 17:14

Yes.

Vicky Meng 18:34

I don't think actually I was surprised by this process. I kind of expected how unstructured it's going to be. And that's why I really held on to the idea of a structure in place and knowing where I'm at. Because I know this career change is not like class. There's no syllabus. You can't follow a timeline. It's so different. It could change at any moment. I came with that expectation. But knowing that, that's why I really needed someone to continuously motivate me and push me and let me know where I'm at. Because if not, then I'll be just doing whatever. It'll all be very scattered. But I think what was scary was from February to August, I don't think I was making any progress.

Scott Anthony Barlow 19:28

Tell me about that. What made it feel like you're making no progress?

Vicky Meng 19:31

Because before August, I was following the structure. I was doing the modules, I was reaching out. But the frequency of me having a conversation was probably only two per month. Two to five per month, it kind of varies. And to begin with, because I was so scared to reach out to strangers, a lot of those conversations started with people that I kind of knew before. And when August hit, July hit, I'm like, "This is not going anywhere." I definitely doubted myself and doubted even this decision many, many times. And that's, and I was still like I, even though I followed the syllabus, but I was still unable to define what my ambition was up to that point up to August. I tried treasury, I tried financial analysis, and they were still both on my list. And I still felt like, "Oh, I could go either way." And I talked to some of the large organizations or tech companies in the Bay Area, and it was just so competitive too. But I think more importantly, it's just because of that industry and with those companies, they're so popular right now that they never block applicants. So even though some of the people that I talked to in there, there were managers, and they looked at my resume, and they say, "Oh, your resume is amazing," but because I don't have the direct industry experience, and the direct working experience, I guess, on that corporate skill, even if they submit my resume into the system, and they helped me submit on sort of like a referral, it's still very difficult to be recognized by the hiring manager, because there were just too many people applying. And I felt like I could try harder, I could network even more within that organization just to find, you know, at least one opening or one person who was willing to bet on me. But at the same time, I was like, "I don't feel like doing that with this organization." Like, they're so great. They're so popular. And it's definitely I thought that I wanted to move out to the Bay Area. And I thought that's the whole point of me participating in Happen To Your Career is to get me up there. But I don't see myself working so hard for any of the organizations out there just because I don't feel the passion and myself towards what they do. And that kind of hit me in the end, and this is like fast forwarding to, you know, after my second little point already. That's when I finally realized that, "Okay, maybe this whole idea of moving to the Bay Area wasn't right to begin with." And I think that surprised me, I guess in the end, because I never expected myself to stay in LA. But when I finally hit that moment of realization, everything clicks so fast afterwards, because literally the next week, I reached out to the manager of my new organization, and the location organization is perfect, and the role is perfect. And this manager, he recognizes my potential fully, at least in the way that I want people to recognize me. And I interviewed and then I signed the offer. It was literally like two weeks after I realized that everything just clicked. So I think what surprised me was how fast it could happen when you finally get everything together.

Scott Anthony Barlow 23:13

I think that's so interesting, especially since you said you are on Myers Briggs, which you are talking about– your Myers Briggs results, which you said you were an ENFJ. Okay. So that means that for people who may not have taken Myers Briggs Type Indicator that you rely heavily on feeling and if it feels right. And this sounds insane, but we see it again and again and again and again. And you can go listen to hundreds and hundreds of episodes. Once people start to get it to where it is more authentic to them, the decision and the route that they're taking is more authentic to them, it clicks so quickly after that. It's not always two weeks like that's relatively quick as far as things go. However, it starts to click so much quicker once you get those pieces right. And as crazy as it seems, Vicky, I think what you went through, and going through and doing some of the work and the identification and everything that came along with all the hard pieces along with it almost had to happen in some ways to get it to finally click. And that way, you could start really moving forward in the way that you want to. What was that like? Why do you think it was so hard to come to that conclusion for you and make the change and say, "You know what, I don't even really want to, like, I've been working hard on this. I don't even really want to go this stretch."?

Vicky Meng 24:45

Yeah. That's very interesting. I mean, it's so liberating right now. I know you can't tell, you know, just from looking at me but in my heart, ever since that moment, a realization happened, I felt so liberated like, for the first time in my whole life, because I guess for the previous 27 years, I've always felt like that I needed to live up to other people's expectations. And usually it was my parents, but then it became my peers. So going on to the Bay Area, definitely was me trying to live out my ambition in the way that satisfies my ego. To put it simply, I wanted to be admired by my peers, I wanted to be admired by my family members saying, "Wow, you know, she made such a drastic change. She's working with one of the big tech companies in the Bay Area, she's getting paid a lot." That's how people define success for a lot of people that I know. And it's just the hype around that area. And that area, that sort of made me feel like oh, you know, if I want to be the best, which I always want to be in my, I'm very competitive in nature, then I should get in there, get into the game, and be the best in that area, beat everyone else. I think that's why I've always thought that that's the place to go. But there is not Vicky at all, Los Angeles is definitely more Vicky. And that's why like realizing that right now, I just feel happy from the bottom of my heart, because it's not about how famous my new organization is, it's about how much I am aligned to what this organization does, and how excited I am to work with my new manager and thinking about the contributions that I can make to the team. And it's also about the industry that this company is in. It's also an industry that I deeply care about, like on the weekend, I'll read about this industry, just because I'm interested in it.

Scott Anthony Barlow 27:08

The switch that happens once you're focused, not on other people's expectations, or even expectations of other people's expectations, but then you focus more on what is true for you. And when you switch that focus, not only does it feel different in ways that are hard to describe, and I think you've done a fantastic job of describing what that is like for you. But it is also, it puts you in a place where you can contribute to the world and organization and family members and friends, it puts you in a place where you can contribute completely differently. And that's something that's really difficult to be able to explain on a podcast or in a book or anything else to describe the types of feelings that happen after you make that switch that you were talking about. And I remember, not that long ago, I think it was about a year ago, I was talking to a guy who was in his 70s. And he had found us through Google and ended up on a phone call with him. And he was telling me about, he had gone through all 70 plus years focused on other people's expectations. So I think it's so cool that you have done that far, far earlier than 70. That's pretty amazing. Let me ask you two other questions I really badly wanted to ask you about. One, I remember a point in time, where I guess it wasn't that long ago, it probably was back in August where you were describing, you know, really struggling and moving through a few of these pieces where you and I got on the phone. And we were chatting about a couple of different things that weren't working and how to make them work differently. And the thing that I wanted to ask you about that is, what were some of the things that as you're going through the process works particularly well for you. Tell me about that.

Scott Anthony Barlow 29:01

So yeah, I remember that call. And I definitely feel like that call you taught me how to liberate myself also, because…

Scott Anthony Barlow 29:09

Oh, interesting.

Vicky Meng 29:10

Yes. You taught me how to just be myself, and be honest about my experiences. And that's the only way where you could find your own way, your own path. Because I was so worried and sort of just complaining to you that there's such a huge gap between where I am and where I want to be, and my current organization is small and what it does is, in finance is different than what I want to doing in finance in the next step of my career. And when I talk to people, I feel like I have so much to offer but because when they listen to my direct experiences they don't get excited about me as much because they just feel, like, that I have been in the wrong environment, I won't fit in with their environment. And you told me, you know, why don't you just tell them exactly what you've done even though my own organization did not have a ton of structure, which sounds like a bad thing. But in reality, because it was losing structure, I got to work on projects that touched on different areas of corporate finance and accounting all the time. And that is actually the biggest value I have. Because not a lot of people understand the impacts of so many areas in an organization. And I do. And having that background information, and then try to dive deep in a certain area makes you go deeper easily. Because you just know, you know what you're doing. And you know what role you are in the whole grand scheme of things, and you won't, well, hopefully, you'll make fewer mistakes. And so that's exactly what I did. And when I was talking to the manager of my new company, I told him that, you know, I was able to, I was constantly exposed to treasury, even though I wasn't really working as a treasury analyst at my current company. But that's also, you know, the best thing that happened to me because I was able to do a lot of cross functional work, and I understand how everything plays into each other's role.

Scott Anthony Barlow 31:41

That is so cool. I didn't actually realize that that helped in that way. But that also makes me happy. And I really think that that is truly one of the best, I mean it really is, like we've talked about threads of that through our entire conversation just in the last 40 minutes or so here. Because it was the thing that was the most fun for you being able to have exposure to all these areas and give advice on all these areas. And being able to see the impact from having exposure to all these areas and work with other people in the organization. And then on top of that, it's also your biggest value when you started to harness that and really take ownership over that, that is such a value. That's so cool, Vicky. Oh, go ahead.

Vicky Meng 32:30

Oh, I just want to say that, I think before I just felt so ashamed of my experience.

Scott Anthony Barlow 32:38

In what way?

Vicky Meng 32:39

In the like, objective way. Because how people look down or not look down, but people when they see an organization that's small, that's less structured, they don't necessarily associate a very competent employee with that image. But it just happened, for me, that I feel like I'm a pretty competent employee. But I was working in that kind of environment. And I felt so ashamed to showcase or go out there and tell everyone, you know, "This is the company that I'm working for." But at the same time, I really want it to be recognized. And I think I can do a great job if I were put into a different environment, but I just needed someone to recognize me first. And after having that conversation with you, it was liberating, because I stopped being ashamed of my experiences. And what I did, I just went out there and told people what I did and tell them why I think I was so valuable. And I could still add a lot of value to their organization if they give me a chance.

Scott Anthony Barlow 33:57

So much of these types of big transitions are getting past the head games that we play with ourselves, in many different ways. And it almost makes the tactical like job change, career change type pieces. Almost. They're not easy in comparison. I don't want to give people any indication that they're easy but easier by far in comparison, compared to moving through all of those pieces. Like you're talking about, like the shame that went with how you viewed your past experience, which was a great experience, was wonderful experience and it's who, you know, who you are and what you bring to the table. That is really cool. What advice would you give someone else who's in that similar situation here?

Vicky Meng 34:47

Yeah. So I think my advice would be, definitely have faith in yourself and this whole process. Because it could get very dark especially at the beginning and you don't know how long the start process is going to last. But it could suddenly turn so bright that it goes so fast that you don't even, you can't even capture everything but it could just suddenly turn around. So have faith. Definitely it will come, the brightness will come.

Scott Anthony Barlow 35:27

If you enjoy this story, this episode, then you can learn more like the one you just heard today in our audiobook: Happen To Your Career: An Unconventional Approach to Career Change and Meaningful Work If you're listening to this, and you enjoy this podcast, I know you're gonna love the book. You can visit happentoyourcareer.com/audible in order to get the book right now and start listening right away. All right, we'll see you next time. Here's what's coming up next week.

Speaker 3 35:55

If you step back from employee engagement, what drives that? Well, it's really getting people into the right roles, fit to role, strengths to role, so that people can use their strengths in their current role.

Scott Anthony Barlow 36:07

Okay, here's a question for you. If you were to prioritize what creates the happiest and most engaged, most productive people in their work, what's at the top of that list? In other words, what matters most when it comes to you doing fulfilling work? I'm going to give you a hint. It's not ping pong tables. It's not pay. It's not even a flexible work schedule. Although that's actually pretty far up the list too. It turns out, there's one thing that has a higher impact than all of those. And that is whether or not your strengths fit the role that you're performing at work.

Scott Anthony Barlow 36:47

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

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Setting Boundaries at Work with Rachael Robertson

on this episode

Whether it’s responding to emails as they come into our inbox, no matter the hour, or agreeing to meetings after our established working hours, setting boundaries at work has become increasingly challenging. Today’s technology makes it almost too easy to think we have to “always be on.” Learn how to set healthy boundaries at work with insights from Rachael Robertson, a world-renowned authority on leading in extreme environments!

What you’ll learn

  • How to influence your work culture for better boundaries
  • Practical strategies for holding boundaries
  • How to be successful in the most challenging of environments

Success Stories

I think what helped me the most was focusing on my strengths and the connections that this process, the whole happened here, the career change bootcamp, those connections that basically you're prompted to go reconnect with people right? So, that helped me the most because the roller coaster that I was on with the role that I was in that I was trying to exit from, again, it realizing that people had a positive view of me and that they saw things that maybe I didn't see in myself really helped me articulate who I already was and who I wanted to be in my next role, if that makes sense.

Elizabeth , Digital Marketing Analytics Strategist, United States/Canada

when I went through Career Change Bootcamp and starting to work through all of this – deep diving into what I wanted to do, my strengths and ideal career profile but then this opportunity presented itself! I went “wow, this checks almost all my boxes on the ideal career profile and seems to be a really great match.” You've heard this so many times from people you talk with – The journey is not what you think it's gonna be. You think it might be a straight line from A to B, but it's like a jagged curvy line that can go all over the place. Follow where things are leading and be open, because you just never know what's gonna be around that next corner. I'm so excited. I am the chief philanthropy officer at the Community Foundation of Western Nevada. And that's really kind of a dream job.

Karen Senger, Chief Philanthropy Officer, United States/Canada

Rachael Robertson 00:00

I thought that's what leadership is, you know, if you need me, I'm there. After about six weeks, I thought, "I can't do this. I can't be available to you guys around the clock the whole time because it will absolutely burn me out."

Introduction 00:18

This is the Happen To Your Career podcast, with Scott Anthony Barlow. We help you stop doing work that doesn't fit you, figure out what does and make it happen. We help you define the work that's unapologetically you, and then go get it. If you feel like you were meant for more and ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott

Scott Anthony Barlow 00:42

I think we can all agree that our society has a hard time setting boundaries when it comes to work. Whether it's responding to emails as they come into our inbox no matter what hour it is, or agreeing to meetings after our established working hours. Today's technology makes it almost too easy to think we have to always be on. In fact, the science now backs up what we already know to be true. A recent study from the University of Illinois proves that this lack of boundary control directly leads to more stress and quicker burnout. But even though we all know this is true, why is it that we still struggle so badly to hold our boundaries?

Rachael Robertson 01:21

The thing that blew me away was the scrutiny of the leadership role and the fact that you're being watched 24 hours a day, every day, for an entire year, like, you do not knock off ever. There's not one hour where you can say I'm not the boss today, and I had to learn how to manage that boundary. So I didn't have my staff knocking on my bedroom door at 10 o'clock at night.

Scott Anthony Barlow 01:41

That's Rachael Robertson. Rachael is a keynote speaker, author of "Leading on the Edge" and "Respect Trumps Harmony”, and is best known as an authority on leading in extreme environments. She was the leader of the 58th Australian National Antarctic and research expedition where she lived with her co-workers, 24 hours a day, and in complete darkness during the winter. For many, that sounds like a nice recipe for madness. But Rachael excelled in that environment. And she came away with amazing learnings that she now shares with leaders all over the world. In our conversation, Rachael gives specific examples of how you can influence your work culture to get better at holding boundaries, and how she implemented these practices in the most extreme environment. Here's Rachael going back to the beginnings of her career.

Rachael Robertson 02:34

I desperately wanted to be a journalist growing up. I love, yeah, I love writing, love journalism. And it was only when I was starting to look at university courses that I found out, well, particularly in Australia back then, most journalists came through a cadetship, it wasn't a tertiary education, you did a three or four year cadetship. And so the closest thing I could find to was a public relations degree, which was in a university 500 kilometers from my home, but I had to move out of home and not know anyone and go down there. And then, so I spent all this time studying for this degree– a bachelor's degree in Public Relations and Journalism. And then I got my first job. And I hated it. And I'm like, "Oh, my goodness, this is not what I thought I was signing up for." And it was really interesting. I was working in an organization that managed national parks. And so I was doing all the PR for national parks and all the events, and the park rangers would come into the office. And now we're really happy people, though just delightfully happy. And here I am thinking when was the last day I called in sick because I hate this job. And I looked at the rangers and I thought, "I want that. I want to be like that. I want to be happy like them. I want to come to work doing a job that makes me feel good. And I feel like I'm making a difference. So I'm going to do that." So I went back then and studied to become a park ranger. So it's a complete different career change. But it was really just that reflection of, I'm not happy. And this is a big part of my life for many, many years. I better make some decisions here. So it was a bit of a winding road.

Scott Anthony Barlow 04:05

I'm curious, first of all, you went into that role with one type of perception of what it was going to be. And I heard you say that it was not whatever that was, but what were some of the biggest differences between "Hey, I thought it was gonna be this. And it most definitely was not"?

Rachael Robertson 04:20

Yeah, I knew there would be a lot of organizing events, and events were fine. But I didn't realize how restrictive journalism or writing professional business writing is when you're representing a company. So I wanted the freedom to write because that was the part I liked about journalism– was the writing side of it and the investigating. I didn't recognize that when you're the face of a company, when you're writing public relations literature for a company you're very restricted and there's no opinion. You can't have any opinion, you can't even offer an alternative way of thinking, like, there's a set words and even like it's almost a script that you need to stick to. And it's like "wow, this is not what I thought it was. I don't know." Yeah, it was a bit of my naivety. But also, I think, not having worked in the industry before, not understanding that public relations is not what I thought it was, I thought it was some lots of writing and doing events and talking to the public, but it's actually representing the company or the organization in putting on its best face. And sometimes that might mean hiding the truths from the shareholders or stakeholders, or massaging the truth. So the message is managed. And that part of it, I had no idea because they don't teach you that in the PR school.

Scott Anthony Barlow 05:35

They don't. Oh, my goodness. So then, what happened from there to transition? What are the events that were set up that allowed you to then much later travel to Antarctica for a year and then? Help fill in some of the gaps here.

Rachael Robertson 05:56

And that one, I would love to say, was a strategic career move that I had planned, but it wasn't. I was just flicking through a newspaper, one Saturday morning, as you do having a breakfast on a Saturday morning. And I was flicking through a newspaper and I saw a picture of a penguin in the careers section of the job.

Scott Anthony Barlow 06:13

Oh the penguins they'll get you every time.

Rachael Robertson 06:15

How bizarre is it to see a penguin in the career section. And that's initially, I'm like, "what on earth is a penguin doing there?" So that's what caught my eye. And then I looked at the job description and the advertisement. And in the job, they were recruiting for qualities. So the Australian Antarctic Division, which is very similar to the United States Antarctic Program, they recruit for qualities and attributes. So they recruit for resilience, empathy, integrity, you actually don't need to know anything about Antarctica. And I just thought that was a fantastic way to recruit. And by this stage, I'd been promoted up to I was the chief ranger of the Great Ocean Road, Victoria. So the 12 apostles and all that beautiful coastline, and that was my patch, my office. And I was really struggling to recruit park rangers coming out of university with resilience and empathy. They had fantastic tertiary qualifications, they had high distinctions and great degrees. But when I put them in front of the park visitors, they were just hopeless, and I'd say, "Look, can you go and do a patrol?" So just go around and check the park, and they drive past the visitors. And I'm like, "No, I want you to stop, get out of the vehicle, introduce yourself to our visitors say, Hi, can I get you a map? Do you need anything? Would you like to know we're in a good walkies? And actually do that customer service stuff." So when I saw this job advertised, fantastic, and my finished plan was, I thought, "I'm going to apply for this job just so I can get to the job interview stage. So I can find out what the questions are they're using. And I'm going to copy those questions and bring them back to my job because I want to recruit for resilience. And I want to recruit for empathy and integrity." It was only after I posted the application, I found out they don't actually have a job interview. They have a week long boot camp. So I end up in this boot camp with 13 men competing for this job that I still didn't particularly want. And then lo and behold, they offered me the job. And I thought "You know what? I'd rather regret what I did than regret what I didn't do." And so the only reason I ended up down there was because it was an opportunity that came away. And I thought, what's the lesser evil like to go down there and go, "Oh, I hate this. What have I done" or not do it and then look back and spend the rest of my life looking back wondering going, "Ah, I wonder what would have happened if I'd done that Antarctic Expedition." That really was just a matter of regret what I did rather than regret what I didn't do. And so my role was station leader. And so all of the stations, I think there's 17 countries that have stations in Antarctica, my role was the station leader. So I was responsible for the welfare and safety. In summer, we have 120 people, and they're mostly scientists. So that's the only reason we're in Antarctica is to do climate change research. So in summer, I've got 120 people doing all their climate change, global warming stuff. I've got planes, I've got helicopters, I've got a big trades contingent because we can only do construction work in summer. So I've got all these various people, 24 hours of daylight. It's really exciting. It's really fun, different things happening every day.

Scott Anthony Barlow 09:15

And for a variety, for sure.

Rachael Robertson 09:17

It was huge. And we're working massive hours because we've only got such a short period of time to do the research. So we've only got about two months. So we work seven days a week, we work long hours. And it's fun, there's a buzz about the joint. Then they all go home in February and a little group of 18 of us stayed behind. And we are there just to maintain the station for asset management. We just keep the place warm, keep it running until the next summer. So my role as the leader in summer is operational. It's sending out resources and it's working out priorities and it's looking at the safety as well. But it's a very different job in winter. Because in winter it's a lot more around morale and mental well being and how do I keep this team motivated. When we're in lockdown, we're effectively in a nine month lockdown, complete isolation, we cannot come home even if we want to. So my job then flipped to very much this is how to lead, how to manage conflict, for example, how to stop people having an argument or a debate or whatever, killing each other, and keeping them safe for the next nine months of darkness. 24 hours of darkness. But yeah, having to lead through isolation is really difficult. But it's a different job, summer and winter.

Scott Anthony Barlow 10:32

So I'm curious, what do you think it was going to be? And what were the areas that were different or the same versus what actually was from your perception?

Rachael Robertson 10:42

The place itself blew me away, because I thought Antarctica was white, like every image in my brain or everything I've seen has been white. And it's not, it's actually really colorful, because it's so cold, it's crystals, floating around in the sky, and the sun hits the crystals and reflects all this light. So there's pinks, and greens and blues and purples and they form these, some of them are called "solar pillars", some are called "sun dogs", they've got those crazy names. And they're just these light shows. And it's just so colorful and beautiful. And I never knew that. I thought it was all white. So the place itself blew me away. I didn't realize... I'd heard people say when you go to Antarctica, it changes your life. And I sort of thought, yeah, whatever. Can't imagine that I've traveled a lot around the world, I've never met a single place that changed my life, and maybe an experience but not geography. But it really does change your life. And I've thought about it a lot since. And the reason is that you slow down, and you reflect, you've got a lot of time to reflect on your life and am I where I thought I would be with my life personally and professionally. And because there's no distractions, so you're not rushing off to meetings, you're not rushing off to take kids to sport, there's no traffic. So you spent a lot of time in your head reflecting on yourself and your life. And so the place itself blew me away. The job, I guess the overwhelming thing that I was totally unprepared for, and I should have been because I'd been in leadership roles for 16 years. But the thing that blew me away was the scrutiny of the leadership role. And the fact that you're being watched 24 hours a day, every day, for an entire year, like you do not knock off ever. There's not one hour where you can say I'm not the boss today. And I had to learn how to manage that boundary. So I didn't have my staff knocking on my bedroom door at 10 o'clock at night or interrupting my breakfast. And I had to get really strong on my boundaries, which I hadn't done before. And it blew me away that I had been told that like, I'd been told by former station leaders that you're watched the whole time. And, I thought yeah, if I'm not that interesting, no one's gonna watch me. And yet they did. So where I set for meals was noticed, what time I started work was noticed, if I spent more time with one person than another that was noticed. And so I had to have this dialogue in my brain about "Okay, well, I need to go and spend time down that end of the table as these guys because I sit with these people at lunch, so I better sit with them at dinner." And it's just extraordinary when you live with the same people you work with. So you never get away from your colleagues

Scott Anthony Barlow 13:11

You said a couple things in there that I'm really interested in. One is the idea of being, you didn't call it always on, but that's the words that I'm going to use.

Rachael Robertson 13:24

Yeah.

Scott Anthony Barlow 13:25

So first of all, I'm curious what did that teach you, as it relates to, first of all your career, and then second of all about how you behave and act. And I think most importantly, those boundaries. You mentioned those boundaries. And I think that most people that I've met over the years when I asked them and I've had a lot of opportunities to ask people because I get into all kinds of weird conversations for variety of reasons, partially because of what we do as an organization partially because I am the type of person in Alaska, "Hey, how do you feel about your boundaries?" But most people feel like that's an area that they can do much better in. So what did you learn that might help other people as especially as it relates to being always on and boundaries?

Rachael Robertson 14:12

I always thought that all through my career, I thought my time management was bad. I blame my time management because I'd be the first in the office. I'd be the last one out. I was checking emails at night, I'd miss my lunch break. And I think "Oh, my time management is so bad." And I did every time management course, known to man, I did everything they tell you to do. So I turned off my email notifications, I prioritize my to-do list. I did all of that. And yet, I'm still working longer hours. And it wasn't because I was incompetent because I knew my job. And I'm like, "Well, my time management is bad." It was only living in Antarctica that taught me it was never my time management, it was actually my boundaries. And so what I had been doing professionally my whole career was every single time someone came up to me in the office and said, "Rachael, have you got a minute?" And it's never a minute that they'd say, "you've got a minute?", "have you got a minute?" My default position was always "Yeah, sure. Yeah, sure I do." And so when I went to Antarctica, I thought my job as the leader is to be there. These people need me, I'm there. That's my job as their leader. And they would, they'd knock on my bedroom door at 10 o'clock at night, and I'd yell out, "Yeah?" And because they'd see the light on shining under the door. So they knew I was awake. And then they'd open the door, and I'd be reading a book and they'd say, "Oh you're reading a book" and I go, "It's okay, I'll put a jacket on, I'll come out." Because I thought that's what leadership is– if you need me, I'm there. After about six weeks, I thought I can't do this. I can't be available to you guys around the clock the whole time, because it will absolutely burn me out. So the next time it happened, they interrupted my breakfast to sign a permission slip to go and photograph penguins. And I said, this penguins again.

Scott Anthony Barlow 15:51

They're always there. They're just waiting.

Rachael Robertson 15:55

And I said, "Guys, I need to have my breakfast. And this isn't urgent. So can I meet you in my office? Or let's say in 15 minutes? How does that sound?" And once I put that boundary there, they respected it. But prior to that I had no boundaries. And so I realized that what I've been doing the whole time through my career was not saying, "not now." And it's okay to say "not now", if you don't have the time. So what I should have said was, all through my career, if I didn't have the time, I should have said, "Look, I've got to get this report to the CEOs office by 3 o'clock, can you come back at 3:15?" And manage that boundary and why it's so important, I now know, for two reasons. One, it's a great coaching time, it's a great opportunity to coach people around what your job is and what your priorities are. So when your staff interrupt, it's a great time to say, "Look, we've got a board meeting in a week, and I've got to get the board report done," or "I've got to get the sales report up to the CEO." Whatever it is, and let them know your priorities. You're coaching them. The second one and more importantly, you know, when you're talking to someone, if they've mentally checked out, you can see it in their eyes, if you're talking to someone and they're vague doubt. And I think of how many times over the years, my staff came to me and said, "Have you got a minute?" And I went, "Yeah, sure I do." And they're talking to me and my brains going, "Oh, my goodness, I've got that meeting coming up at four I haven't prepared for. I've got to write that. I've got to do this." And they saw that. They saw it in my eyes that I wasn't listening or wasn't present. So it actually damaged the relationship. It was worse than if I had said, "Not now. Can you come back?" I thought I was doing the right thing. But I wasn't. I actually damaged the relationship because I wasn't listening. And I would have picked that up. So I think I say to people now when they complain, or you know, the boss rings me at eight o'clock at night, or customers ring me at six o'clock in the morning. And I say "Well, do you answer the call?" And they say "Yeah" and I'll go, "Well, there you go." They don't think there's anything wrong with it. Because you answer the phone or you answer the email. If you stop doing that and you train them you say, "Look, unless it's urgent, then after seven o'clock, I'm with my family. That's family time. So unless it's urgent, I'll get to it in the morning." And it's up to you to manage that boundary because other people won't do that intuitively. If you've had a pattern of responding all the time, they won't pick that up until you actually say "Yep, right. Here's the line in the sand. Here's my boundary." So it's up to you, yeah.

Scott Anthony Barlow 18:13

I've thought a lot about boundaries over the years, partially for selfish reasons. And partially because it shows up in a lot of the work that we do. And I think a lot of the HTYCers that are listening to this right now would identify with what it is, even if it's something that you've done many times over, it can still be difficult. Even if you're practiced at it, it can still be difficult in new situations or new people or different relationship dynamics, or I don't know, name another situation that is a variable that gets thrown in there, but can still be difficult. So I appreciate that. When you were spending that time in Antarctica, you mentioned this idea of building a case that Respect Trumps Harmony, what was behind the scenes that really came and said, "Hey, look, this is a big deal."

Rachael Robertson 19:05

Yeah, I can tell you the second. I can tell you the absolute minute when I latched on to that one. It was our get-to-know-you-barbecue. So I don't recruit my expedition team, which a lot of people are surprised about that, but the way it is. So I just given 17 random people and I'm told to turn them into a team. By the way your life depends on your teamwork, off you go. And so I'd met them all over a period of weeks one on one that we decided to have a barbecue and have a get-to-know-you-barbecue. So this is the first time the entire 18 of us would get together and meet each other. These are the people we're going to be living with around the clock for the next 12 months. And we're at this barbecue and my plumber was telling a story about being in Alaska and he said it was so cold. The water freezes under your feet at minus 21 degrees Celsius and that's how cold it was. The water freezes into ice. My electrical engineer was standing there. He's from Germany, and he said, "Well, water freezes at zero degrees Celsius, not minus 21 degrees. So it must have been at least zero degrees, not at least minus 21 degrees." And I'm like, "Oh dear, okay, these two are going to come to blows. They're just gonna end up in a fight." And I'm like, "What do I do here? What do I do?" And so I intervened. And I took them aside privately. And I said to the trades minister, "Look, he's an electrical engineer, and he's from Germany. So culturally and professionally, he's from a very exact, precise place. So his brain needs accurate data." So when he heard you say that, he corrected because he was correct, like, that's a fact. And I said that he's not trying to take the mickey out of you. He's not trying to humiliate you. It's just the way his brain operates. But I then had to go to the engineer and say, "Look, when you do that, when someone's just telling a story or a joke, and they get a little bit of the information wrong, and you correct them, it's actually a bit humiliating, so just let it go. It doesn't matter. It's a story, let it go." And they ended up being really good, good friends, these two. But at the time, I'm thinking, "How, I had not given a second thought to the cognitive diversity in my team." So I looked at them. And we were different across generations and gender and age, culture. But what I'd hadn't recognized was the other diversities, and not as visible. And it just blew me away. Once I got to know these people how different we were, and I'm like, "Wow, I can't expect that we're all going to love each other." Because we're just so different. And we had polar opposite views on some things. And I'm like, "Wow, what am I going to do here?" And so to expect that they love each other, or even like each other, I thought it was a bit unrealistic. So I took that off the table. And I said, "I don't expect you to love each other or even like each other, I do expect you to treat each other with respect." And so respect became the bedrock of everything we did, it was like, "I don't have to agree with you, I don't have to love you. But I will always treat you with respect." And that was the moment, I remember it vividly, that was the moment where I realized I have to do something here as a leader to set up a culture where we can respect each other, but equally talk about issues as grownups in a professional way and deal with things because I was really worried that someone would spiral with depression, or someone would explode with anger. Because I had no ability to deal with either scenario. So I thought, how do I create this environment where we do speak up, and we do stand up for ourselves and how we're feeling? And we deal with it, we saw it and we move on. But yeah, it was before we even left for Antarctica that I recognized that I needed to do something to create the culture for this team, because otherwise, holy dooley, we're gonna be in for some fun times.

Scott Anthony Barlow 22:45

You have a chapter in your second book, I think it's called something like "harmony is the road to mediocrity" or something along those lines. So I'm really interested in having you here for just a moment, define what harmony and what respect actually means from your perspective. Because I think that many of us, as human beings, have a misperception or mis-desire to think that really what we want is harmony in many different areas. And that's not exclusively true. However, that's definitely something that I've seen. And you make a compelling case that maybe that's not always a great thing. In fact, in a lot of areas, that's not. So first of all, what do you mean when you say harmony? What do you mean when you say respect?

Rachael Robertson 23:33

So to me, respect is understanding a person's rights and responsibilities and understanding that they're entitled to their opinions, and they're entitled to their values. And I have no right to try and convince you to change your... if it's something you hold deeply, a belief you hold deeply, I don't have the right to try and convince you. I just respect that you're different. So rather than try and get everyone around to my way of thinking or behaving or living, just saying, "Okay, I respect that we're different." How many is that piece of or getting along? And why I think Respect Trumps Harmony... and I chose the word "Trump" very carefully, particularly given the book is in the United States. And we did have a big discussion about whether there was another word I should use. And I just felt there was no other word that captured the notion that Respect Trumps Harmony. So the publisher said, "What about beats?" And I said, "But it doesn't beat harmony." They're both equally important. I'm just saying that when you have to choose, one or the other, it's like a deck of cards when you have to choose, then this one has sovereignty over this one. So respect should always be more important. And why I'll worry about it is when I've worked in teams where harmony was the focus, so we keep the peace and we all get along and everything's smooth, a few things happen. Bullying and harassment still goes on. People still bully each other and there's still a lot of that bad behavior, but it goes underground. So people won't raise it as an issue because they don't want to be the person who shatters this mirage of harmony. The second one, more importantly, is innovation. You can't have innovation if you have a culture of always having harmony if that's your focus. Because there are meetings that people will sit in a meeting and they'll nod their heads and they'll say, "Yeah, yeah." And then they walk out of the meeting and go, "That's not going to work." And you think, "Why didn't you say that at the time?" And it's because they don't want to offer a difference of opinion or a conflicting view. And I think that the most important one, though, is around safety. And I think if you're focusing on harmony, and isn't it great here, we're all good friends, and we all get along and everything's sweet. No one puts a hand out and says, "Actually, I'm not so good right now, you know, I'm struggling right now." So I'll worry about mental safety, but also physical, if someone's doing something unsafe, not following the correct procedure, if the culture of that team is harmony, is to keep the peace, that's when people turn a blind eye. And that's when they walk past and go, "Oh I don't want to get involved in that." And I think that's dangerous. And so I really worry about teams where, at the front, the number one goal for the team is this almost complicit behavior of not being different, if not being the outlier of we're all in this together, we're all the same, we all love each other. Because I think it's okay to say we are different. In fact, it's great that we have differences. It's how we handle conflict. That's the bigger issue. But having respect for differences, I think is fantastic. And understanding that we're different, and that's wonderful. That's a fantastic thing that we're all really different people.

Scott Anthony Barlow 26:25

There was, well, here's a quick story, I used to be an HR leader in manufacturing. And one of the things that would happen is, within the company that I was working with, occasionally people would get injured. And sometimes there were actually some pretty serious injuries, unfortunately, and every single time, one of my roles was to go in, help figure out how we could eliminate this from happening again. And I would go in as an HR leader, so I'm very focused on the people, and that's my predisposition and everything else. And where that culture had, what you're referring to as harmony present, it almost always showed up in those types of situations, somebody always knew about something in advance, or somebody could have prevented it in almost every single situation. And because the harmony was one of the sometimes accidental priorities, or the most valuable thing in that culture, I didn't necessarily want it to be, but sometimes it was, and then it would still be allowed to happen. And it was sad to see that on one side. But I also think it really makes the case that, if that is the most important thing accidentally or intentionally, then it's going to lead to situations like that again, and again and again. So I'm curious, from your perspective, you mentioned cognitive diversity. And this is, some of the contexts that you put it in are some of the first times that I've heard people place a lot of emphasis on this. And with cognitive diversity, what did you find the benefits to be to highlight that diversity or highlight those differences? Because you gave a lot of examples of how you did that.

Rachael Robertson 28:14

Yeah, well we did. I spent a lot of time highlighting differences, because I wanted people to respect it. And even simple things like people's motivation for working in Antarctica was an issue. And I've seen this in other workplaces where some people work in Antarctica for the money, it's a very well paid job it has to be, we wouldn't do it if it was low pay. And so it's a very well paid position. And so there are a certain cohort of people who work there for the money, they would like to save a deposit for a house in 12 months. So they work there just for the money. Now that really irritated some of the others who were there for the experience like myself. I was there to experience Antarctica and to see the penguins and to see the southern lights, to see the wildlife and the icebergs. And it really drove these other people crazy. And they're saying, "Well, how come these people have given up everything they love, and they haven't even left the station." They've been on the station for six months, I haven't even bothered to experience Antarctica. And I had to say, "Well, Respect Trumps Harmony. That's the reason for being here. Just respect that." And I think by highlighting the differences, particularly in cognitive, so that the biggest, the most obvious one, was the introverts and extroverts. Now if I'd had a full team of all extroverts, and I was an introvert that would have been really, really difficult if you're the only introvert. But the opposite is the same as well, because we need the extroverts because they are the social element. They pulled together the St. Patrick's Day quiz, or they pulled together the Christmas events and they really gave a sense of community. So without them, it would have been terrible. But equally without the introverts, the introverts were the ones who when you were struggling, you go and have a quiet chat with them. You could walk around the station and have a quiet chat. And so they had an important role as well. And I think, I shudder to think what it would have been like to have spent 12 months with only one type of person, we needed that mix of people, we really did. And that's where it started to get me thinking about this cognitive difference. And I know certainly here in Australia, whenever we talk diversity, it's usually either gender. So we're saying we need more women in senior roles in companies, or we talk about our indigenous community. And we talk about indigenous culture. And so it's one or the other. And so just to be able to say, we could name 15 other metrics to measure diversity from generation, sexuality, religion, culture, age, professional background, like there's so many. And once I started to recognize that in myself, I saw it in other people, and I thought, "Wow, we really are, really different to each other. And that's a good thing. That's okay." So it was yeah, for me, it was a real eye opener, because I'd only ever dealt with diversity on one or two measures and to see that there were all these others, and how completely different people can be. And that's a good thing.

Scott Anthony Barlow 30:59

I think that there's a lot of power in that. One of the things that I wanted to ask you is how can people leverage focusing on that cognitive diversity and respecting that cognitive diversity, and just focusing on differences, and using that to be able to impact their career in their life in a very positive way.

Rachael Robertson 31:20

I think there's a stack of psychometric tests you can do and I think most of us have gone through a Myers Briggs or a brain dominance or something. So there's a lot of professional tools. But I think one of the best tools is to build your self awareness. Like I truly believe self awareness is the most important quality for any leader, I think, if you've got self awareness, you will learn the rest. So it starts there. If you've got self awareness, and you understand yourself, it's a lot easier then to try and understand other people. And I think you can get that through coaching, through mentoring, through frank and fearless conversations with someone you trust. For me and Antarctica, I did a lot of reflecting, I kept a journal and the journal was really just to keep me sane, I had no one to talk to. So it enabled me to get my thoughts out, and so I could sleep better, because I've got my thoughts out. But it helped me as a leader, too, because I could see what I got wrong. A lot of the times, I made the wrong decision. And I could have just said it was the station behaving that way. So I could have just written it off as a cabin fever. They've gone mad, it's cabin fever, when in fact, it was my flawed decision making that caused it. So by standing on a balcony everyday looking down watching myself that built my own self awareness, and I think from that I could then understand other people better. And from there, it was just a matter of talking about it, actually using the words and saying, "Well, they're different because they're like this and showcasing differences." So I talked about in the book that just to break up the boredom, I decided to have what is called Super Tuesday, which was just…

Scott Anthony Barlow 32:50

I love Super Tuesday by the way.

Rachael Robertson 32:51

Yeah, and that was just, I'll be really honest, that was to stop people sitting in the bar drinking beer, and drinking alcohol every night. I thought, "well, I just, I need something to break that up, without being their mum and telling them no, you can't do that", because it's their home, you know, your boss wouldn't come to your home on a weeknight and say, "Hang on a minute." So I put the sheet up on the wall, and I said, "Anyone who's got got a passion on or is knowledgeable about a subject and you'd like to talk to the rest of the community about it, 7:30 to 8:30, every Tuesday, put your name down, let us know what the topic is." And I was hoping that maybe five or six people would do it. Within a couple of days, it was fully subscribed, within a couple of days all 17 people had put something out and it ranged from living in Prague, someone lives in Prague. We had a pagan woman who talked to us about pagan rituals, which was interesting. We had someone taught digital photography, astronomy, and someone taught Italian lessons. And what it did was all of these skills and abilities that every one of us have, but you don't necessarily see at work, it meant "Wow, I still might not be your best friend, or he's still not my cup of tea. But gee, I respect the fact you speak three languages" or "Gee, I respect your knowledge around astronomy." And so again, that builds respect in the team because it's not saying I have to like you. But I respect that you've got all of these skills and abilities that you don't come to work and talk about. And so we have no knowledge of all our colleagues that we work with have got these amazing abilities and skills that we've never heard of. So I'd love to say that was a brilliant career move by me or brilliant leadership, but it wasn't. I did it initially, just to break up the boredom. And then it turned into something really powerful, which I had to reflect on, took me a few days to cotton on that, wow, that's what that was. How cool.

Scott Anthony Barlow 34:41

Hey, if you've been thinking about making a change for a while now, and you don't really know how to best take the first step or get started, here's what I would suggest: Just open your email app on your phone right now. And I'm gonna give you my personal email address scott@happentoyourcareer.com just email me and put "Conversation" in the subject line. Tell me a little bit about your situation and I'll connect you with the right person on our team where we can figure out the very best way that we can help you. Scott@happentoyourcareer.com, drop me an email.

Scott Anthony Barlow 35:12

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 3 35:17

When I finally hit that moment of realization, everything just clicked. So I think what surprised me was how fast it could happen when you finally get everything together.

Scott Anthony Barlow 35:30

What if you could know for a fact that you would find more meaningful work by attempting a career change? What do you take that leap? Career change isn't easy. And the journey is never a straight line, never. It can take quite a while to get more meaningful work– a lot longer than many people expect. And so often people quit working on a career change when they hit the unavoidable roadblocks and those low points. It's so much harder than almost everyone expects, at least if your goal is meaningful, well paid work. But here's the thing, I have yet to meet anyone who has made it to the other side and doesn't absolutely think that it was all worth it.

Scott Anthony Barlow 36:11

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

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Change Roles Internally: An Unexpected Path to Your Ideal Career

on this episode

If you’re looking for your ideal career, and you’ve decided it’s time to take that first step and make a change, your first instinct may be to run far away from your current role. This is the role that is leaving you bored, unfulfilled, burned out, unchallenged (insert negative emotion you are trying to escape!) so the impulse to leave it all behind is natural.   

But what if when you take a step back you realize that all of your “Must-Haves” can actually be found in the company you are currently working for? 

“Am I running towards something or am I running away from something?”

Once you nail down those must-haves, you can figure out what you are running towards, and that will provide clarity on if you actually need to get away from your current company, or if your ideal role could be made by beginning to make internal moves and ultimately changing roles at your current organization.

How do you figure out if an internal career move is right for you? *insert celebratory trumpets* Ta-dah! We present a step-by-step list of our recommendations for making a career change internally, using specific examples from Jenn’s story!

Can I find my ideal career by changing roles internally? 

Figure out your career must-haves (we use the ideal career profile, which you can find here)

HTYC’s Ideal Career Profile helps you determine your personal list of the most important characteristics of meaningful work. This is done by identifying them within the seven elements that make up meaningful work (which can be found in our career changer guide!)

This helps you create an overall picture of what you need from your career, summarizes your list of career must-haves, and ultimately creates your ideal career checklist.

When Jenn did this exercise, she realized she needed to feel like she was helping people and wanted to work at a company that had a vision or a mission that was bigger than just profit. She also wanted the opportunity to continue to learn and grow, feel valued and respected, and have her salary needs met. When she took a look at all of these things, she realized her current company checked all of the boxes, she just felt she had outgrown her current role.

Have conversations with leaders at your current organization

Now that you’ve decided that your current company is still a great fit for you, the next step is to be authentic and have an open conversation with your boss and your team. This will allow you to be transparent as you begin the experiments you need to conduct to find your ideal role, and you may be surprised by the number of people who want to help you find the ideal role. 

Jenn approached her boss and let her know that although she loved working at the company, her role was no longer meeting her needs, and she felt that she could add a different level of value to other places in the organization. 

It’s a little bit unnerving, you don’t know how they’re gonna react, and you don’t want to feel like you’re letting them down. However, reflecting on her list of must-haves gave Jenn the confidence to have those conversations and explain why changing roles would be the best thing for the company and for herself.

Design experiments and test new roles within your current company

We’ve created 6 different examples of ways you can design an experiment to test drive your potential new career, which you can find here, and many of these can transfer into experimenting with roles internally. Jenn began having conversations talking with people in different departments of her company. She used a combination of the same tactics we use in our career experiments, but internally. 

“I can talk to a VP or general manager of this group, and just talk about it in a way, ‘just tell me a little bit about XYZ.’ It’s the same approach you have in the recommendations for going out and talking to external companies. You can do the same thing internally, and it does give you a different feel. It doesn’t feel as pressured. It’s very informal, you don’t feel put on the spot, and everyone feels more relaxed.”

As Jenn began to build momentum toward finding her ideal role, she began to feel a sense of confidence that bled into everything that she did. The next project she took on was a project that spanned many different departments, so she not only got to interact with other teams and leaders, but she felt she was performing her best because of her newfound confidence and authenticity. This project actually created a door to the next opportunity, which allowed her to work closely with the department she later ended up working with.

Key Takeaway 

Jenn did a great job identifying her must-haves and realizing that she could find her ideal role within her current company. 

You can do all these same things… and have it not work for you. What really led Jenn to successfully land her ideal role internally was doing so in a way that was authentic and allowed her to be herself at work. Being transparent with her boss and team and leaning into her strengths caused her to start working in a way that was true to who she was.

Jenn had been in the right place all along, but she was holding herself back by trying to fit herself into her role because she loved the company. 

Breaking down her must-haves, having open and honest conversations with her team and leadership, and leaning into her strengths gave Jenn the confidence to go after what was best for her, and in the process, she realized she didn’t have to have a “work persona,” she could just be Jenn.

What you’ll learn

  • How to decide if changing roles internally is the right move for you 
  • How to experiment with roles within your current company
  • How to have conversations about an internal career move with leaders in your organization

Jenn Bloomhuff 00:00

You start to think in a certain way where it's like, "Oh, I can't do that. I've only been doing this for 15 years, you know, "I don't have the skill set to go over here." Yet, when you really break it down or like, it's kind of been at the core of what you've been doing. Maybe not 100% exactly, but if you distill it down to those skill sets or those strengths, you're like, "Wow, it's been there the entire time."

Introduction 00:26

This is the Happen To Your Career podcast, with Scott Anthony Barlow. We help you stop doing work that doesn't fit you, figure out what does and make it happen. We help you define the work that's unapologetically you, and then go get it. If you feel like you were meant for more and ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:51

When it comes to making a change, to more fulfilling work, so many of us assume that if we want to switch to more fulfilling work, that means that we need to switch companies or industries or we need to drastically change, we need to do a 180, we need to do something that is completely different. But it turns out that's not always the case. Sometimes the best path to career fulfillment can actually be found in your current organization.

Jenn Bloomhuff 01:18

It's a lot easier to really try on a new role when you've already established your reputation at a company, you already know the lay of the land, right? You already know the actors that are going to be involved in everything that you're doing. And so there's a little sense of comfort in that.

Scott Anthony Barlow 01:36

That's Jenn. She had worked in product management for over 15 years and had the realization that while she didn't particularly dislike her role, it was no longer lighting her up like it once had. She then made a move into market development. But a few years into that role, she found herself in the exact same place. When she began to dig into what the next right step for her career should be, she recognized a stain with her current organization was a much better fit for her. So much better fit for her. And exactly the right move compared to pursuing opportunities elsewhere. I want you to listen to my conversation with Jenn, pay attention to how she dug into what she valued the most– her values– to make the decision to stay at her current company. How she had conversations with leadership about her hopes to move into a new department, move into a new area. And the ways that she experimented with different roles in her organization to find one that aligned with her strengths and reignited that career spark that she had previously. Here's Jenn going back to the beginning of her career journey,

Jenn Bloomhuff 02:43

This kind of sort of back all the way to when I was in high school. And you're in those moments where you're trying to think, like, "What do I want to be when I grow up? I need to pick a major when I go to college." And I'll be honest, it wasn't crystal clear for me. I think, sitting back, I was always envious of those people that knew exactly what they wanted to do, "I want to be a nurse or want to be an engineer." And for me, I just really didn't have that perspective or clarity. And so at the time, I would ask family and friends and they went from, like, a big list of "here's all the careers that are great that you should look into", or "don't worry about that, you'll figure it out along the way." And so I pretty much got into school, was basically testing things, taking classes that I liked, didn't like, tried to figure out my own path, but I was a little bit lost in that. But the one thing that I always knew and I told myself was I didn't want to go into business, which was quite comical. Because back then, the 17, 18 year old Jenn had no idea really what business was because I grew up in a whole different like blue collar environment, it was just different. That wasn't what we really talked about. And so it's so funny because I had no idea really what that meant. But that's what I always wanted to, I was like, "we're not going into business no matter what." So I danced around a little bit through school, and it really just ended up becoming like, "okay, just get a degree." And then when I came out, I was kind of still a little bit lost, right? I had this degree, I felt like I did well in school, but I needed to figure out what was next. And a friend of mine worked, a really good friend of mine, worked at a company and he was in a sales role. And he's like, "Hey, we have this opening. And it's more of an entry level. You're basically what we would call an account admin to a salesperson", and did the interview, got a job offer, yay, first official offer. And I actually did really well. And after a couple of years in that role, I was consistently being recognized and I started to get promoted. And that felt good. And I had that moment when I just stopped and sat back and thought, "Well, you know, business really isn't that bad. I don't know why was I so averse to this." like throughout my whole career, or my college career. And pretty much at that time, I did that role for a few years. And I realized I was missing, kind of, a piece of what I enjoyed, which was really around creating and problem solving, but in a way that you actually had something tangible. And at that time in that company, I was introduced to the role of Product Management. And I knew some few folks in marketing. I had a good relationship with the VP of marketing. And at that point, he really kind of took a chance on me and offered me a role. And I pretty much fell in love with it at the time, it was everything that I needed it to be, I was able to do a lot of different things and kind of get a taste for a lot of different kinds of spokes on the wheel, as I like to say. And it really, that was, like, a pivotal moment where that really set me up for a career in product management pretty much 15 years of my career.

Scott Anthony Barlow 05:31

Yeah. For those people who might not fully know what product management is, how would you describe product management?

Jenn Bloomhuff 05:41

It's a little different at every company, quite frankly. So some of it can be a little bit more project related, where you're just... you run a team, and you're running that too when it's done, then you move on. In the companies that I've always been at, it was more of you were almost like a mini GM, and you own this business. And it was typically, in my experience, was a product category. And so it was a product category, you owned that category. And so you were responsible for the P&L, you're responsible if that little business was profitable or not, you were responsible for the new products that you've got to develop that were meeting the needs of your customers. And pretty much it was like a little mini business within a bigger business. And so what I liked about it, is that you had access to a lot of different things. So you had marketing, you had typical, like project management, where you're, like, on task, on time, on budget, you're managing a team. But then you also got to do, like, creative stuff like product design and influence some of that, like, you wouldn't be the one doing it, but you were like on the team helping to influence that and shape it. And at the end of the day, you were always the, we would say, like the voice of the customer. So you were the representative of the person that you were making the product for. So you had to make sure, "is this really solving a need out in the market?" and all the efforts that the team did collectively helped to deliver on that. And that was exciting, because at the end of the day, like, before my current company, much of my background was on the consumer product side. And it was really cool to walk into a store or have family members walk into a store and see a product that you helped develop, which was just kind of a cool thing. You would be like, "oh, yeah, I helped create that." And what was nice about that, is that really that interaction, where you knew that, depending on the different categories I was involved with, people were purchasing a product and they were using it and having a like intimate relationship with this product that you created. And whether it was a toy that children are learning to grow and develop skills, or if it was like in other places like products that would help you live a happier, healthier lifestyle, like those types of products. And so that was always really cool for me, I always really enjoy it, and I still, I laugh, I get tingles when I talk about it, because I'm always like, that is still a really cool job.

Scott Anthony Barlow 08:02

Absolutely. So then as you progressed throughout your career, what led up to you deciding, you know what, what I'm currently doing is no longer right for me. I need to make a change. Help me understand.

Jenn Bloomhuff 08:16

And I'll be honest, I think there were little bits of that that were happening for multiple years. And I think I was just getting burned out. And it wasn't lighting me up, I guess in a way like it used to. And it took me a while to I think admit to myself, because I was very, quite frankly, a little bit nervous about that was the only thing I really ever knew for quite a long time. And so I thought, "do I know how to do anything else?" And it's funny, because being in a role that really exposed me to a lot of things, it's almost funny hearing myself even say that, that I was like nervous about doing anything else when my role itself was, you would do a lot of different things, and I got exposure to a lot of different things. But you know, I think there's like that comfort level you get. And I tell people, I didn't hate my job, I really didn't. It just wasn't lighting me up anymore. And I'm the type of person that really can't, I don't want to say fake it, but just keep doing it when it's just not delivering in that way. Because I feel, like, that I'm not my best self, I'm not showing up as my best self every day. So at that point, I decided to, again, wasn't feeling it, was starting to have issues with motivation, self doubt started to creep in, confidence, things like all those things that start to happen when you're in that headspace. And so I said, "okay, like you got to pull it together, you got responsibilities, you need to figure out what you want to do." And at the time, I just kind of did it on my own. And so I did my own work, I realized that I wasn't ready to leave the company, but I ended up moving into a different role that was in market development on the different side of our business. So a little bit of marketing, a little bit of sales, still had that ability to kind of create and problem solve and do some of that stuff. So I felt like it was a perfect fit for me. Less than a year into that role, the pandemic hits, and everybody was turned upside down, right? Just like everything. And then once things kind of settled in, once we got through, like 2020, 2021, things kind of settled into the new normal that everyone talks about. And it was just that things were different. And so at that time, I always say, again, I didn't hate my job, but I just, I didn't really love it anymore. And so it's like, I liked it until I didn't. And at that time, I was just like, "Okay, I'm back to this again, like what's going on?" And I did feel a little bit lost. And that's when I really started to consider the coaching aspect.

Scott Anthony Barlow 10:35

Tell me... Let's go back here for just a second. One of the things I heard you say was about having exposure to so many different areas. But still, and you said, it's almost funny to hear myself say this, but it sounded like you still felt like, "how would I step out of, you know, what I know?" How do you think about that now? How has going through a, your most recent intentional change, how has that impacted how you think about what you know, what is outside of what you can see, how has that impacted your look on in perspective?

Jenn Bloomhuff 11:17

You know, I think when you're in, I feel like when you're in a headspace where you start to draw some sort of uncertainty about, you're not happy exactly in what you're doing, you're not feeling lit up or whatever word you want to use to describe it, I think that starts to play this kind of, at least for me, it started to kind of create this narrative in my head. And that's when all of these other things started to kind of seep in. And it does make you start to question your abilities, the whole imposter syndrome, all this stuff, right? And I'm sitting back, I'm thinking, I've done a lot of really good things in my career, I've been successful, but I think when you're in that headspace, I think it just starts to create these narratives that you tell yourself and that was one of the things that actually going through the coaching is that kind of highlighted some of those things that I was kind of, I don't wanna say self-sabotaging, but you, you start to think in a certain way where it's like, "Oh, I can't do that. I've only been doing this for 15 years", or however many years it is. "I don't have the skill set to go over here." Yet, when you really break it down, or like, that's kind of been at the core of what you've been doing, maybe not 100% exactly, but if you distill it down to those skill sets, or those strengths, you're like, "wow, it's been there the entire time."

Scott Anthony Barlow 12:26

When you look back on this most recent change, what do you feel was particularly challenging for you? Or what would you say were one or two of the hardest parts that you personally experienced?

Jenn Bloomhuff 12:43

I would say, I'll say this laughingly but it's the truth, is a little bit of just, like, getting out of my own way. I'm the type of person I like to have the clarity– I do the work, I try to figure it all out and have it created in this nice little box. And it doesn't always get delivered to you in that way. And I think leaning in and taking a little bit more risk, I'm typically not, I would never describe myself as a risk taker, I'm a definitely more security based type of person. But you can do that in a way that's very smart. You could do that in a way that's more calculated, and it's not impulsive. And I think that was, part of probably one of my biggest challenges was getting over my personal concerns, or my, you know, being a little bit nervous about kind of leaping in towards something when I wasn't 100% sure. And when I leaned into it, it all fell into place so much more natural than I ever thought it could be. And so I think that was probably one of the biggest things was that feeling of uncertainty, and kind of leaning in and taking a little bit of the risk, because that's just kind of part of the process, right? It's not always going to be, like, extremely cut and dry.

Scott Anthony Barlow 13:52

Life is getting dry as it turns out. So I think that's an important point then. How did you do that? Or what did you find worked for you? Take me into a little bit of the nitty gritty where you were able to lean in and take a little bit more risk than what you're normally comfortable with? What did that look like for you?

Jenn Bloomhuff 14:13

So when I mentioned about deciding to go into coaching, part of the reason I did that is because I really felt like I needed, like, a shepherd, I needed somebody to kind of shepherd me through a little bit. And as I was going through some of these exercises, they do push you, depending on the exercise, they do push you a little bit to whether you're experimenting or having conversations that you normally really maybe wouldn't have or you kind of naturally go through do that throughout the whole entire program. And I mean, I'll be honest, because I stayed internally, you know, I had to have a conversation with my current boss who I absolutely adored and had a lot of respect for and to be able to walk through a conversation, it's a little bit unnerving. You don't know how they're gonna react and you don't want to feel like you're letting them down, at least I didn't feel like I didn't want to let her down. But it was such a different approach to be able to go in and talk through some of this stuff in a way that, you know, I always felt like having the experience and the clarity that came out of the program allowed me to 100% say, like, "I can have more impact in the business and overall is going to help our team, actually, my old team even more in this new role", because I have the right strengths, and all of that. It just allowed that conversation to... I was able to lead that conversation in a much different way. And so at the end of that conversation, she was very supportive, which I wasn't surprised about, obviously bummed out that I was like, looking to kind of look outside of our current department, but it allows you to lead that conversation in a different way, which I felt like it was important.

Scott Anthony Barlow 15:48

Do you remember what you had said during that conversation? Or what your boss had said during that conversation? And would you be able to... What do you do?

Jenn Bloomhuff 15:59

Yeah, I'm trying to think through, I mean, probably one of the biggest things that I would tell like your listeners, or even just like my friends and family, if anyone, they just in general is just having the authenticity to just be vulnerable, and just kind of like share what's been going on, right? I mean, she was the type of manager where we were able to talk about a lot of things. So she knew that I had developmental aspirations and other things that I wanted to do. And the fact that some of those things weren't being met, wasn't a big surprise when we were having this type of a conversation. And so she was very supportive, which instantly, like made you feel like made me feel comfortable. And I can imagine that not always being the case for some people, and it being more of a negative conversation. And at the end of the day, like we can't control what the other person is going to say, we can only control, like, how we approach it, and how we're talking through it. So I feel like if you always show up in a way that's like your more authentic self, then it's going to be as positive, it's going to be like further and but you could at least feel like comfortable in your own skin that you did the right thing, and you weren't a jerk about it or anything.

Scott Anthony Barlow 17:03

Yeah. So what happened after you had that initial conversation? What took place from there? Because it sounds like you went in and you had shared in a way that felt vulnerable for you that I feel like this is not meeting my needs, which was already on the same page with to some degree based on previous conversations. And also, I feel like I can add a different level of value added in another place in the organization. So after you had all of that conversation, what happened? What else?

Jenn Bloomhuff 17:38

Yeah. So this was what was the unique thing that was like in my situation that was happening at the time. And it was funny, because it was probably five months into the program in my coaching sessions. At the same time, like this project, that work that was coming on board was happening, and I took the lead on it, and this was again, my old role, took the lead on it. And it went really well, I got a lot of accolades for it. And it was so funny, because a lot of the... when you start to go through a program like or at least for me, when I was going through the program, it's like you get this injection of a confidence boost, right, because as you go through these exercises, you do start to be reminded about all the great strengths you have and some of the successes that you've had, where you want to go until you get a little bit excited again, and that excitement and energy and confidence, actually, really, I think was an important reason why my project that I was leading was so successful, because I was starting to get kind of like in the flow again, I was like lighting up in a way. And so when I did this project at the same time, it was so funny, because at the end of it is when I started to have conversations about what is now my currently my new role with our general manager of our business unit at the time. And it was so funny that I don't know, if I didn't go through the program, I'm not sure I would have kind of been ready to have those conversations, number one, and number two, I don't know if I would have like really been as successful in what I was actually doing, which was far more of kind of like a sales effort in this project than what I was doing. And so when that all happened, I came out of that was, like, December of last year, and I started to have more intentional conversations about moving into this onto the sales department. And so really, I think, if I didn't kind of go through the motions a little bit, because I'm that type of person, again, going back to like the safe experimenting, right, that was almost like one of my safe experiments. And at the end of it, in a way, I proved it to the people like you know, some of our leadership team that got to watch me, but I also most importantly, I think proved it to myself. And even my boss at the time, he was, my own boss was part of that project and it was a multi day meeting that I managed and put on and all this and orchestrated. And I think she saw it too. And so it was, like, kind of like, it just kind of blossomed after that, which probably makes it sound like a lot more glamorous than it was. But it really was like this combination of all these different things kind of happening at the same time. And that was exciting.

Scott Anthony Barlow 20:25

What caused you to recognize that continuing to stay with your organization was a much better fit for you than what you might have found elsewhere? How did that happen? How did that come about? Tell me a little bit about what caused you to recognize that?

Jenn Bloomhuff 20:42

Yeah, so I think going back to kind of, you know, what's funny, like, where it was at in the program, when this was all happening, was I was just getting ready to kind of kick off like the experimenting phase, right? Where it's like, identify either types of roles or companies and kind of go through that process. And part of that was having the conversations. And so just the fundamental shift and the thinking of, I can go talk to a VP or general manager of this group, and just talk about it in a way, just tell me a little bit about XYZ, the same approach and the recommendations that you would have for like going out and talking to external companies, you could do the same thing internally, and it does give you a different, it doesn't feel as pressured and kind of the informality of it, it's like, you don't feel put on the spot, everyone feels more relaxed, and you could just kind of have just a free flowing conversation. And I think in those conversations, not only were the people that were my peers and co-workers that I've had been working with and had a relationship with over the last nine years, when they even recognized and kind of confirmed some of that stuff back to you, that's also kind of filling up that confidence. And once I realized that kind of sales was naturally a part of my next step, I knew that it was going to be in that space. It's a lot easier, because it's a lot harder to start in a new company and then you're trying to figure out all the people plus you're doing a new role, that was really overwhelming for me. It felt a lot more comfortable and a lot more natural to do that within my existing company. And quite frankly, I felt like I realized during this process that I really wasn't ready to leave. I just was really ready to kind of take my strengths and use them in a different way that my current role just wasn't meeting that need anymore.

Scott Anthony Barlow 22:34

Yeah, what do you feel like are the biggest pieces that your existing organization has that firmly line up with your ICP? Well, we call it the "Ideal Career Profile", which is a tool we use internally, but basically your list of must haves and ideals, were those pieces that you look back and say, "oh, yeah, my existing organization totally lined up with these pieces."?

Jenn Bloomhuff 23:00

Yeah, the first and foremost was, and I can see this throughout all of my career changes that I made, right. So I think of like, "Oh, like that was there that was there." So a lot of it was that I do feel like at the core, I want to be helping people, right, I think and it sounds aspirational, right. Everyone wants to help people and make an impact. But I needed to work at a company that had a vision or a mission that was bigger than just profit. And so I feel like when I think back my current company, like it aligned 100% in that space, and which isn't a surprise, based on knowing that that's important to me. Other things like feeling like you were valued and respected, I mean, that's also part of the company culture that I feel like I need a culture that delivers that as well. And a lot of times you just hate to say it, I'm going to have worked at other companies. I've been really lucky that I've been at a lot of good companies, but I've heard horror stories. So when I kind of went through the list of delivering on a purpose higher than just profit, basically, doing good in the world, respecting and having a culture that respected and wanted to grow their employees, and then just the basic compensation package that I needed, right. So like all of that, when I kind of started to go through all that, like, I felt like misalign. So it wasn't that I was trying to run away from the company, you know, some people leave the company because it's not meeting those needs at all. And for me, that wasn't the case at all.

Scott Anthony Barlow 24:28

Well, I think a great example might be... when I hear you say, I was looking for a place where I felt respected and valued, if we dig into that, what your version of respected and valued is and what you need personally might be slightly different for the next person and the next person after that. And it sounds like it was totally aligning on those pieces, some of the environmental pieces, if you will, and the role, or job, or work pieces were the pieces that were needing to be changed.

Jenn Bloomhuff 25:04

Yeah, that's 100%, right. And I remember having a conversation with friends and even my husband. I was like, at any point in time in my career, I could probably have spit out the company values, what are the company's values? What's their mission statement? And I could have, like, regurgitated that, and I could still do that today with my current company. But I never sat and did the work to really figure out, "What are Jenn's values?" And at a high level, you can get to them. But when you actually just say, "Okay, I'm gonna sit down, and in the next hour and a half, I'm gonna go through this exercise and like, really think through it", that was something that kind of unlocked some stuff for me as well. Because your career is such a big part of who you are as a person as well, it was a little bit like the idea of going into coaching and kind of going down this path. It really, like I describe it, it's almost like self care in a way. Because there were things that I learned about myself through some of these tools that gave me a whole different sense of clarity. It wasn't just help me interview well, it helped me figure out what my strengths aligned that I'm gonna go pick and choose and update my resume, it was, for me, so much more on a deeper level than any of that.

Scott Anthony Barlow 26:12

I love that. I appreciate you going into detail on that. And I think something else that I am picking up from your career path is also important to point out here that it's an ongoing journey, for lack of a better phrase, you've had many roles in many organizations that have been great for you until they no longer were great, whether your needs changed, or something changed in the organization, or we had a pandemic or all kinds of things that maybe some uncontrollable, some influenceable, some not, right? And every single twist and turn may require reassessing what you need, what you want, in a new and different way. And so I appreciate you sharing that that's happened. And then also love that you're talking about what are some of the specific things that worked for you that you're going to carry with you? And that's my next question. What else have you learned from going through a change like this that you would recommend to other people that worked for you really well?

Jenn Bloomhuff 27:26

So I remember early on taking the StrengthsFinder, and I've taken it before, it was a while but I redid it again. And I'll be honest, the first thing I did is I had, I'll call it strength envy. I was like, "I don't want these strengths." I was just like, "I don't know if I want these." I expected, maybe other strengths not to pop out. But I think the other thing that I kind of highlighted was when I kind of was going through and digging deeper is, you know, at the end of the day, words create worlds. And we may have an understanding of what the definition of strength is. But it really, that may not be actually the true definition, right. I think that's some of the other things that kind of come out of this. And so as you kind of dig deeper into your strengths, and you go through this exercise where I like, sent a note to, you know, maybe 10-15 people, and it kind of came back, and it was such a common theme that it kind of reinforced and it kind of drew a different level of proudness for the strengths that I had. And it also reminded me how core, each one of these strengths for the most part have shown up and like supported me throughout my entire career. It was almost like I sat back and I thought, wow, and so just the pure learning of it's fundamentally like leaning into the strengths that you know you do well, because it's a lot easier to utilize those strengths to help make you successful versus just constantly trying to maybe focus on the ones that, again, not that they never show up for you, but they just may not be as natural for you. And so that was probably one of my, I mean, it sounds kind of silly, maybe but one of my big learnings was another one that was a little bit more pivotal for me.

Scott Anthony Barlow 29:05

I think the strengths piece is what you had, what you would said, is a really normal reaction. I heard you say, "I had strengths envy", and that we found over the years is incredibly normal, because our strengths, in the truest form, particularly our signature strengths, are simply representative of who we are. And it's so intertwined with who you are, it's hard to recognize that these are actually really wonderful things that add so much value to other people or in a variety of different ways because it feels inseparable. So our strengths are, we often look at them, it seems like, and we're like well, that's not that valuable. Like, "can I have another one please instead of this?" So I just wanted to acknowledge that that is a really, really normal reaction. And to the point where, like I've found over the years, sometimes people will get angry for a little while, like, "this is it?" Yeah, and I can definitely understand and appreciate that too, because it feels like it should be magical. And it is. But just not in the ways that most people feel like it's going to be necessarily. So here's what I'm leading to a question for you, how did you start to leverage the knowledge about your strengths in a new or different way? How did it become valuable to you? What did that look like?

Jenn Bloomhuff 30:41

I mean, it was a little bit of finding it within myself a little bit and kind of allowing myself to be kind of proud of those strengths, which I know sounds really ridiculous. I know a little bit of, yeah, a little bit of that came from the outside where they give you that context of like, "Here's how I would describe you", and maybe they're using different words, then exactly, but are all lines in those buckets, right. But I think…

Scott Anthony Barlow 31:07

You can just see the patterns.

Jenn Bloomhuff 31:08

They start to see the patterns.

Scott Anthony Barlow 31:10

That external validation.

Jenn Bloomhuff 31:12

Yeah. And so there was a little bit of external validation, I won't lie for that. But I would say a lot of it was just me, kind of having that self realization, and really kind of accepting, like, wow, these have shown up for me. And I think, again, it was like, I leave with, like, my relationship skills. And so some of those key skills have really been at the core of actually every single career change I made. And when you kind of sit back and you think about it, it's also at the core of a lot of the reasons why I was very successful in many of the roles that I was in, and I leaned on that a lot, and so, or I should say, utilize that a lot. And so I think it gives you, again, so much of this is like perspective, and kind of resetting some of those narratives that, I don't know, somewhere along the line, just like way back when I was like, I don't want to go into business, well, I didn't even have the context of what that meant. And then you're realizing you're just kind of shutting out certain opportunities for you, because you're kind of just relying on maybe a narrative that just isn't serving you anymore, or just doesn't make sense. And so I think once you can kind of cut some of that clutter, and you really leaned into it, and kind of, again, coming out of it like being proud of having those strengths or leaning into those certain strengths, it really does, I think just give you a different sense of confidence and kind of flow and things start to progress well, at least it felt that way for me.

Scott Anthony Barlow 32:39

Very cool. Tell me a little bit about what you get to do now, and then how that aligns with what you wanted.

Jenn Bloomhuff 32:50

So my current role is a national account director. And I'm supporting the same market that I previously held a market development role in. So that was like a really nice synergy. Because I wasn't, you know, I'm pulling forward all of the things that I've learned over the last four years to support me in the business and my current role. But now I feel like I get to solve our customers' problems. So you know, I'm looking to help them really solve problems that they have today, so they can do what they do best. And they're just going to be kind of utilizing our products that our company sells to kind of help enable them to do that. A lot of what we do is to support public health. And so that's a big part too, is to be able to kind of deliver that for the world in a way. That's a really big scale or grand scale. But my little way through my work is really meaningful to me.

Scott Anthony Barlow 33:49

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest, take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address– scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like, and the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 34:41

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 3 34:47

I thought that's what leadership is, you know, if you need me, I'm there. After about six weeks, I thought, "I can't do this. I can't be available to you guys around the clock the whole time because it will absolutely burn me out."

Scott Anthony Barlow 34:59

I think we can all agree that our society has a hard time setting boundaries when it comes to work. Whether it's responding to emails as they come into our inbox no matter what hour it is, or agreeing to meetings after our established working hours. Today's technology makes it almost too easy to think we have to always be on. In fact, the science now backs up what we already know to be true. A recent study from the University of Illinois proves that this lack of boundary control directly leads to more stress and quicker burnout. But even though we all know this is true, why is it that we still struggle so badly to hold our boundaries?

Scott Anthony Barlow 35:00

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

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