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Episode 1144:43

#12 Courtney Schultz: Career Journey, Goal Setting, and Time Management

About Courtney Schultz

Courtney Schultz is the founder of a management consulting company focused on supporting new people managers through training and coaching. She previously served as a Director at Prosci, a leading change management organization, where she grew her career over a decade while traveling globally to facilitate change management certifications.

Episode Summary

  • Courtney shares her career journey from starting as an event dining manager to becoming a Director at Prosci and eventually launching her own management consulting company.
  • She discusses her passion for eliminating micromanagement and helping new managers develop essential skills for leading teams effectively.
  • The conversation covers how most organizations fail to properly train new managers for the emotional and interpersonal challenges of leadership.
  • Courtney explains her training approach which focuses on helping managers get comfortable being uncomfortable and building trust with their teams.
  • She shares specific career growth strategies including asking questions, seeking feedback, and understanding the broader business beyond just your role.

Key Takeaways

  1. Actively seek feedback from experienced colleagues and mentors, even if it's extensive criticism, and use it to continuously improve your performance.
  2. Go beyond your job description by volunteering to help other departments and asking questions about the broader business to accelerate career growth.
  3. New managers need training on emotional intelligence and difficult conversations, not just company policies and performance metrics.
  4. Build clarity around your purpose by consistently testing ideas with others and validating problems through conversations over an extended period.
  5. Effective management requires getting comfortable with vulnerability, transparency, and uncomfortable situations while still maintaining authority.

Productivity & Success Habits

Courtney Schultz's approach to productivity and time management underwent a significant transformation after becoming a mother in 2019. She describes her system as writing "absolutely everything down" and maintaining a Google calendar that "sometimes feels like down to the minute." Her prioritization method is hierarchical: first ensuring her son's needs are met, then addressing critical work commitments, followed by tasks for her business Management Excellence. She explains, "I kind of start to look at the hours of the day and the reality of how many I have and prioritize from there in terms of how long do I think something's going to take."

What sets Schultz apart is her commitment to physical note-taking combined with digital systems. She maintains that "everything when I start is physical" and keeps detailed planning materials on her wall, including "about 12 days worth of ideas for content." Her goal-setting philosophy has evolved to be more flexible and action-oriented: "I have a lot of big places I want to get to so what is one thing I can do today or this week that's going to help me get to where I want to be in the future." This daily incremental approach helped her build her business while working unconventional hours - "4 a.m in the morning until my son woke up at 7 or you know 7 p.m when he went to bed until midnight or 1am" during her first year of entrepreneurship.

Final Thoughts & Advice

Schultz's primary advice centers on embracing opportunities and developing emotional intelligence over pure technical skills. She encourages early-career professionals to "say yes to different opportunities" and not limit themselves to a single predetermined path, noting that "you might not even see how bright the light is shining on the other path." Her philosophy extends to experimentation: "You can go through door a door both ways so you can always try something and if you don't like it there's nothing wrong with going back to something else."

Regarding relationship building, Schultz emphasizes that emotional intelligence will ultimately drive career success more than technical expertise: "There's so many studies that your EQ will get you further than your IQ." She advocates for starting conversations and making connections early in one's career, as these relationships often become valuable years later. Her most profound insight relates to career resilience: "Every career is going to have its ups and downs... I just kind of thought your career goes like this but you know there are times when you don't want to have that 8 am meeting." She encourages professionals to "hang in there because it can get back up again if you feel down," particularly acknowledging the unique challenges facing those starting careers in the current virtual work environment.

Notable Quotes

"I have a passion for people managers and I think that everybody deserves to have a good experience at work and I have a lot of focus on shifting the narrative around what it means to be somebody's boss and recognizing the impact that you have on other people when you are responsible for overseeing them at a job."

Courtney Schultz Explaining her motivation for helping eliminate micromanagement and improve management practices.

"Oftentimes you're not you're kind of trained - I think in most organizations you get a little bit of 'here's the goals we need you to drive your people towards' or maybe you just need to manage you were the best customer service representative so like 'come in here manage people good luck' and that's kind of your introduction into management."

Courtney Schultz Describing the common problem of inadequate management training in organizations.

"The idea that everybody's got a boss everybody really wants to work for a good boss but a lot of the bosses don't get taught how to be a good boss in the ways that the people are asking was a thread that just kept sticking in my mind."

Courtney Schultz Explaining the core insight that led to her starting her management training company.

Episode transcript
[0:00] you so much for accepting my request for
[0:02] the interview
[0:03] i try to keep the format really simple
[0:06] ask very basic question especially
[0:08] around the journey and then how you set
[0:10] goals and
[0:12] a message to the audience but in the
[0:15] simple conversation either a person or a
[0:18] situation or a thing come up that change
[0:21] your life and it can inspire other
[0:23] people as well
[0:25] that's what i try to show and i've been
[0:28] reading about you on linkedin and your
[0:30] website and i have an amazing journey
[0:32] you started with event dining manager
[0:35] and then
[0:36] you became a director at prosky and i
[0:39] respect trotsky a lot in terms of the
[0:42] change management i have done their uh
[0:44] change management certification with
[0:46] that take three days of training and
[0:48] then you started your own company two
[0:51] years ago about two years ago
[0:53] yeah um i started my own company um
[0:57] about a year ago and it's been a journey
[0:59] but i also work for a
[1:02] another friend that i know who has
[1:04] started her own company which is a
[1:06] consultancy so i'm doing both at the
[1:09] same time so i'm actually applying
[1:10] change management for a large financial
[1:12] organization while working on building
[1:15] and setting up my own business
[1:17] courtney i've seen your linkedin
[1:19] comments and posts
[1:21] and many of them are around
[1:23] micromanagement
[1:25] and seems like you are one person
[1:27] want to eliminate micro management from
[1:29] the world which is great
[1:32] i have a passion for people managers and
[1:35] i think that everybody deserves to have
[1:37] a good experience at work and i have a
[1:40] lot of focus on shifting the narrative
[1:42] around what it means to be somebody's
[1:43] boss and recognizing the impact that you
[1:46] have on other people when you are
[1:48] responsible for overseeing them at a job
[1:50] and there's a lot of bad habits that
[1:52] managers have um so one of them that
[1:54] i've talked a lot about is micromanaging
[1:56] and how it kind of makes it about you
[1:58] in your position and takes away from
[2:00] your employees and their their ability
[2:02] to do their job effectively
[2:04] definitely and i will share some input
[2:06] from my own insight
[2:08] that how i started my management journey
[2:11] without knowing that i'm
[2:13] micromanaging so i will come to that
[2:16] yeah
[2:17] uh first let's start um with
[2:20] um
[2:20] with i wanted to give you an opportunity
[2:23] to
[2:24] share
[2:25] with the audience or whoever watching
[2:27] this video that what you do what your
[2:29] company does and
[2:30] what you can help these people
[2:33] yeah thank you so my company is focused
[2:35] on supporting primarily new
[2:38] people managers so those who are just
[2:40] entering the space and don't really know
[2:42] how to start oftentimes you're not
[2:45] you're kind of trained i think in most
[2:47] organizations you get a little bit of um
[2:50] you know here's the the goals we need
[2:51] you to drive your people towards or
[2:53] maybe you just need to manage you were
[2:55] the best customer service manager or
[2:57] customer service of representatives so
[2:59] like come in here manage people good
[3:01] luck and that's kind of your
[3:02] introduction into management
[3:04] um sometimes you get like a little
[3:06] course on company policy and hr policy
[3:09] you usually get some videos to watch but
[3:11] nobody really sits you down to say when
[3:14] you enter into the management world
[3:16] you're gonna have some really tough
[3:17] conversations there's going to be times
[3:20] when you have to
[3:22] make a decision between hiring two
[3:24] really great people and let one of them
[3:25] know they didn't get the position or you
[3:27] may have to let somebody go at some
[3:29] point or somebody might lose a loved one
[3:31] while they report to you um or somebody
[3:34] might just struggle with depression and
[3:36] anxiety and put that on your on you know
[3:38] your conversation table but you don't
[3:40] know how to it how to direct them and
[3:42] how to keep them moving forward um so
[3:45] that they can keep doing their job but
[3:46] also not wearing your own self down by
[3:49] taking on the burden of everything for
[3:50] everybody else and so i've created a
[3:53] training um a training course and then
[3:56] some coaching to help individual
[3:57] managers that are just getting started
[3:59] learn how to get comfortable being
[4:01] uncomfortable learn how to develop you
[4:04] know skill sets that we don't talk about
[4:05] too often when we're training managers
[4:07] like how do i show up but empathetically
[4:10] for my people when something tough
[4:11] happens how do i be vulnerable while i'm
[4:14] still trying to establish my own
[4:16] authority to my team
[4:18] how do i be transparent when there's
[4:20] this new information coming at me that i
[4:23] cannot disclose to my people yet how do
[4:26] i manage that transparency or even
[4:28] things like how do i actually do what i
[4:30] said i'm going to do like simple things
[4:33] on how do you structure your calendar
[4:34] and your reminders and things like that
[4:36] to get started effectively building
[4:38] trust and establishing safety with your
[4:41] team so that you can drive high
[4:42] performance for them and for yourself as
[4:44] a manager
[4:46] is it the companies who can hire you or
[4:49] new manager can directly contact you for
[4:52] the last year i've been working
[4:53] primarily with a lot of managers who
[4:55] have kind of been just seeking help and
[4:57] have found me through connections um so
[4:59] it's been a lot of one-on-one um
[5:01] relationships
[5:02] but the goal as i grow is to be able to
[5:05] structure um for organizational
[5:07] engagements but right now it's primarily
[5:10] one-on-one coaching because it's a a
[5:12] solo entrepreneurship right now so it's
[5:14] been nice to kind of be able to have
[5:16] that client time but i hope to get to a
[5:18] space where i can broaden it
[5:21] is that your riding is not only for
[5:23] manager but everybody who work for that
[5:26] manager um you're helping
[5:28] both of them actually
[5:30] absolutely it's for absolutely like i
[5:32] want to coach the managers but it makes
[5:34] a difference in the people that report
[5:35] to them as well but also you know i have
[5:38] really big dreams of helping
[5:39] organizations change the way we select
[5:41] and promote managers as well it's not
[5:44] usually the best in position that makes
[5:46] the best manager but so often that's the
[5:48] growth path for more money
[5:51] or for a better title or whatever it
[5:52] might be and so we get a
[5:55] lot of disconnect between what we need
[5:57] our managers to do what the job actually
[5:59] is and how they actually fulfill it and
[6:01] a lot of that comes i think from
[6:03] the way we select and promote and so i
[6:06] hope to one day have some content on
[6:08] that side but i'm not not as focused
[6:10] there right now
[6:11] your childhood in high school what you
[6:13] wanted to become at that time i had a
[6:16] lot of things i wanted to be i wanted to
[6:18] be an actress for a whole long time but
[6:20] then i kind of got more shy as i got
[6:22] older
[6:24] i wanted to be an architect for a while
[6:25] but learned i wasn't good at math um but
[6:28] somewhere kind of toward the end of my
[6:30] high school career i decided i wanted to
[6:32] run and own and run my own bed and
[6:34] breakfast that's kind of what i had in
[6:36] mind
[6:38] in the back of my head
[6:41] but i also really had this love for
[6:44] people and wanting to help people and so
[6:46] that was also sitting in my mind as i
[6:48] was leaving college and trying to figure
[6:50] out what to do leaving high school
[6:52] trying to figure out what to do in
[6:53] college
[6:54] i wanted to ask you about your career
[6:56] journey from your first job uh the one
[6:59] that we just talked about to where you
[7:01] are now
[7:02] yeah and so my first
[7:04] my very first job i was actually um got
[7:08] thrown into management i was 15 and a
[7:10] friend
[7:11] family friend started a deli in our town
[7:13] and a bunch of me and my friends got to
[7:15] work there and i thought it was so cool
[7:16] to be you know in high school and having
[7:19] a job and
[7:20] quickly kind of at 16 i was on a shift
[7:23] and a manager quit and they're like you
[7:25] guys are competent courtney you're up
[7:26] your shift manager so i kind of got
[7:28] thrown into it even at 16 before i knew
[7:30] i had this passion for people managers
[7:33] and that really set off my work ethic i
[7:35] think and my ability to balance working
[7:38] and being in school it really started
[7:40] early
[7:42] and then i went to the walt disney
[7:43] company so i worked for about eight
[7:45] months at an internship at disney world
[7:48] for a hotel at a restaurant at a hotel
[7:51] actually it was a very intense
[7:53] experience to be honest um a lot of lot
[7:57] of hours a lot of work but it was a lot
[7:59] of fun
[8:00] um
[8:01] from there i managed um and at the bald
[8:04] payton in colorado um i got to do our
[8:07] events and so the restaurant essentially
[8:10] in our events and dining so wedding
[8:12] planning mixed with restaurant
[8:14] management um again another really
[8:17] fast-paced environment
[8:19] i learned really really quickly that
[8:20] wedding planning was not for me um
[8:23] there's a lot of emotions involved in
[8:26] wedding planning that i wasn't quite
[8:27] ready to deal with at that time i think
[8:29] i'd be better suited for it now um but
[8:32] then i was like i'm gonna do something
[8:34] else and so i searched
[8:36] 100 travel in indeed at the time and in
[8:40] my school csu's website colorado state
[8:43] university and all i searched for was
[8:45] 100 travel and i found proside
[8:48] for a training manager position
[8:51] and i got that position in 2011
[8:54] and i got to travel the world quite
[8:57] literally um with the master instructors
[9:00] that work for prosci so
[9:02] they're all former executives from large
[9:04] organizations who taught pro size change
[9:07] management certification and i got to go
[9:10] all over with them and help facilitate
[9:12] this certification so i became extremely
[9:15] well versed and immersed in the world of
[9:17] change management at that time and then
[9:20] i grew my career with prosecute over the
[9:22] next decade there
[9:23] and you
[9:25] left that company as a director
[9:28] yeah i got to be a director and support
[9:32] our global network so i was supporting
[9:34] individuals facilitating change
[9:36] management around the globe
[9:38] as well as overseeing two different
[9:40] teams an entry-level team and a content
[9:42] expert team
[9:43] and i actually had the pleasure of
[9:45] standing up that department with a
[9:47] colleague
[9:48] proside was really small when i started
[9:50] so i think all
[9:52] i don't know 20 of the people in the
[9:54] office essentially when i would go in as
[9:56] a training manager could fit around a
[9:58] board room table and would eat lunch
[9:59] together until now i think there's you
[10:02] know 200 plus individuals with
[10:05] multiple
[10:06] um
[10:07] headquarters around the world so it's
[10:09] grown significantly in the time that i
[10:11] was there and they continue to do so
[10:14] then you started your company well yeah
[10:16] i kind of did them simultaneously when i
[10:18] joined workflow i said um i really am
[10:21] excited to jump in and do some hands-on
[10:23] change management consulting but i let
[10:25] her know you know at the same time i
[10:26] have this passion and i'm building it
[10:28] alongside this work that i'm doing is
[10:30] that okay and it was nothing but support
[10:33] you know absolutely please do that so
[10:35] it's been it's been a balance you know
[10:37] when do i take calls in the morning
[10:39] versus the evening and i've had some
[10:41] interesting hours for my own work while
[10:43] also working um to do change management
[10:46] consulting um and i also have a
[10:48] three-year-old son so it's been a it's
[10:50] been a balancing
[10:52] act but it's been working so far yeah
[10:55] if you want to kind of highlight uh some
[10:57] of the things that worked well for you
[11:01] and created the path for you
[11:03] what worked well to to grow in my career
[11:06] then yeah
[11:07] yeah
[11:07] um
[11:08] i think there's a lot of things i think
[11:10] the very first thing that i learned
[11:12] early was
[11:13] to ask questions i had an unbelievable
[11:16] network in front of me with those master
[11:19] instructors
[11:20] i think a lot of different things
[11:22] worked at prosci i recognized the
[11:24] network that i had in front of me um
[11:27] these retired instructors they're not
[11:29] retired they were full-time instructors
[11:31] but they were retired from the executive
[11:33] positions that they had held so you know
[11:36] executives from companies like the ford
[11:38] motor company the state of california
[11:40] key bank
[11:41] i was traveling with them week in and
[11:43] week out and i was really open to any
[11:46] feedback that they were willing to give
[11:48] me i remember one of the instructors jim
[11:51] the first time i got up in front of the
[11:54] class to share my part of the
[11:56] facilitation i came back to probably 45
[12:00] sticky notes on my little desk and that
[12:02] said you said like 15 times stop
[12:05] scratching your face or you're using
[12:07] your hands way too much and um i took
[12:10] all of that to heart and would practice
[12:12] and every time i worked with him i would
[12:14] see the sticky notes kind of reducing
[12:15] the next time maybe i had you know 15
[12:18] and then 10 and then one day i was like
[12:20] jim there's no more sticky notes for me
[12:22] and you know he'd say you know i'm proud
[12:24] of you for taking my feeding back and i
[12:27] i really took that to heart because i
[12:28] recognized how valuable that feedback
[12:30] was and i think that was a good
[12:32] trajectory
[12:34] for my growth at pro site i like to ask
[12:36] questions i like to get involved
[12:39] and i really
[12:40] think that understanding the business
[12:42] was something that helped me grow i
[12:44] didn't just ask questions related to my
[12:46] role
[12:47] i would say you know i'm not flying
[12:49] anywhere this friday can i come into the
[12:51] office and work with the logistics team
[12:54] or help back with the production team or
[12:56] you know do you
[12:57] my boss do you need any help can i do
[13:00] anything there that opened a lot of
[13:02] doors for me in a lot of different areas
[13:04] so over time i developed a lot of just
[13:07] uh content expertise yes but also
[13:10] operational expertise and the
[13:11] integration of the two
[13:13] um really
[13:15] helped put me in a position where i was
[13:17] able to grow and offer a different kind
[13:20] of benefit to the company for keep
[13:22] promoting me upward
[13:24] you gave some very specific tips that uh
[13:27] how engaged you was how much you wanted
[13:29] to going that extra one mile right extra
[13:32] mile
[13:33] from this job to opening your new
[13:36] own company and impressive how clear you
[13:39] are
[13:40] what you are offering and what you
[13:42] wanted to do and how you will be able to
[13:44] help so where this clarity came from how
[13:47] did you prepare that this is this will
[13:50] be your purpose moving forward
[13:53] it's been a long process i've probably
[13:55] been thinking about it for maybe five
[13:58] years so it's been in my head and i
[14:00] probably just started putting it out
[14:02] there
[14:03] since 2020
[14:05] but i just kind of
[14:07] get these ideas and start to run them by
[14:09] people you know things like have you
[14:11] ever struggled with your manager or do
[14:13] you struggle as a manager what kind of
[14:15] training did you get i just start asking
[14:18] people and then start sharing some of my
[14:20] my thoughts to say you know
[14:22] i feel like a lot of managers don't
[14:25] really need it i feel like they kind of
[14:26] just show up
[14:28] and you know kind of almost avoid their
[14:30] employees or get into micromanaging or
[14:32] are uncomfortable if something personal
[14:34] comes up and i would just kind of start
[14:37] to validate that with people and then
[14:39] that's kind of where management
[14:40] excellence the tagline if you're going
[14:42] to manage you have to mean it came from
[14:45] and so it was a lot of slow progression
[14:47] around things like that
[14:49] but the
[14:50] idea that everybody's got a boss
[14:54] everybody really wants to work for a
[14:55] good boss but a lot of the bosses don't
[14:58] get taught how to be a good boss in the
[15:00] ways that the people are asking was a
[15:03] thread that just kept sticking in my
[15:04] mind and so i just really started
[15:06] writing and started building i at prose
[15:09] i had a lot of experience building out
[15:12] the content i had a lot of opportunities
[15:14] to work with the development team
[15:16] a lot of opportunities just to create
[15:18] they offer some advanced certifications
[15:20] and i got the pleasure to build those
[15:24] with support from the chief innovation
[15:26] officer so i had the experience around
[15:28] building content and i really wanted to
[15:30] just get some of these thoughts out so i
[15:33] just started building and probably the
[15:35] first like four or five iterations made
[15:38] no sense in just where my thoughts just
[15:41] completely blurted out there but i spent
[15:44] time
[15:45] you know as i was thinking about it and
[15:46] as i started putting it out there on
[15:48] linkedin first and then creating a
[15:50] website just asking people if it made
[15:52] sense refining and fixing what wasn't
[15:54] coming across clearly and i'm i'm happy
[15:57] to hear you say it is clear i think the
[15:59] perfectionist in me still thinks that i
[16:01] have a long way to go to get even more
[16:03] clear
[16:05] so courtney um
[16:06] to be able to come to this label career
[16:09] ladder
[16:10] to the director position and also to
[16:13] found in company
[16:14] it
[16:15] cannot be done without a solid goal
[16:18] setting and time management process
[16:20] right so i'm i want to learn more about
[16:24] how
[16:25] how you set your dream goals and how do
[16:27] you manage your time and task
[16:30] it's kind of been all over the place for
[16:31] a long time because i always have so
[16:33] much i wanted to do or achieve but after
[16:36] so i had a son in 2019 i think that my
[16:40] process really shifted so i think
[16:42] i write absolutely everything down i've
[16:45] got my google calendar
[16:47] sometimes feels like down to the minute
[16:49] of the things that go on but i start
[16:50] with okay what are my responsibilities
[16:53] that i have to make sure that my son is
[16:55] completely taken care of and has
[16:57] everything that he needs
[16:59] and then i could dive into you know what
[17:00] are the commitments that i have that are
[17:02] absolutely critical for work well and
[17:04] then what are the things i have that are
[17:06] absolutely critical for myself for
[17:08] management excellence this week and then
[17:10] i kind of start to look at the hours of
[17:12] the day and the reality of how many i
[17:14] have um and prioritize from there in
[17:18] terms of how long do i think something's
[17:19] going to take um
[17:21] my goal setting for management
[17:23] excellence has been a little looser
[17:25] actually than in the past to say
[17:27] i have a lot of big places i want to get
[17:29] to so what is one thing i can do today
[17:33] or this week that's going to help me get
[17:35] to where i want to be in the future and
[17:37] i've been trying to keep that mindset
[17:39] going
[17:40] day after day because you know 90 of the
[17:42] first year of any of the work that i did
[17:45] was you know 4 a.m in the morning until
[17:47] my son woke up at 7 or you know 7 p.m
[17:50] when he went to bed until midnight or
[17:52] 1am and as i was building it out and i
[17:55] think that just grit of this is
[17:57] something i'm doing today that's going
[17:58] to help change where i want to be with
[18:00] him in the future
[18:02] in terms of just creating a little bit
[18:04] more flexibility for myself with him
[18:07] so that was a big motivator for me and
[18:09] then the just genuinely i write it all
[18:12] down and we have it hanging in our
[18:15] kitchen so my husband and i are a team
[18:17] on that so we know what's going on each
[18:19] week and anything that's going on and
[18:21] then i live by alerts if it doesn't
[18:24] alert me on my phone i get a little too
[18:26] overwhelmed and get things mixed up so
[18:28] that's critical
[18:29] for me um but
[18:32] honestly usually once i write it down
[18:34] that's why i still have the physical
[18:35] calendar and it kind of absorbs into my
[18:37] mind and i use the electronic one as the
[18:39] backup to remind me digitally
[18:42] are you using a physical notebook to
[18:45] write all this or your electronic app
[18:48] um everything when i start is physical
[18:51] any like even when i try to write a
[18:52] linkedin post i usually write it down at
[18:55] least to some extent in bullets
[18:56] physically
[18:58] i just
[18:59] i don't know that i've shifted yet i
[19:00] don't know if that's a generational
[19:02] thing i don't know if it's just a
[19:04] preference but i usually write
[19:06] everything down first for some reason
[19:08] that pen to mind connection is still
[19:10] very strong
[19:12] i could give you i'll show you the um i
[19:15] don't know if you can see it
[19:16] but just kind of over here on my wall
[19:19] oh my god
[19:21] um i have a horn
[19:25] it's i for management excellent i know
[19:27] that my a lot of my target market is on
[19:30] instagram or i don't i don't have a tick
[19:32] tock and i don't think i'm gonna go
[19:33] there but i know that they exist on
[19:35] instagram and it's not something i'm
[19:37] super comfortable with so my notes of
[19:38] how do i plan a strategy so i've
[19:40] actually got about
[19:42] 12 days worth of ideas for content on
[19:45] the wall that's kind of how i get
[19:47] started
[19:48] and i have interviewed many people and
[19:50] many of them are
[19:52] actually using notepad
[19:54] uh for their task management this is
[19:57] so amazing yeah i think there's some i
[20:00] have to search for it but i think
[20:01] there's some research that kind of makes
[20:03] that connection of actually right
[20:06] yeah
[20:06] so
[20:07] i don't think i'll ever lose let that go
[20:10] and it's
[20:11] very hard to find your passion and
[20:14] purpose and seems like you are at the
[20:17] level where you know
[20:19] what um what your passion and what the
[20:22] cause that you want to work at
[20:25] yeah
[20:25] i wanted to ask
[20:27] how did you discover that that this is
[20:30] what you will go after
[20:32] for next five years 10 years 20 years
[20:36] stumbled into it i've always wanted to
[20:39] help people and
[20:41] i think that and create an experience
[20:43] for someone
[20:44] that's always been kind of an underlying
[20:46] thread of interest of mine and when i
[20:49] started
[20:50] when i managed when i was 16 i got
[20:52] really good feedback and i was often
[20:54] times kind of surprised
[20:56] by that because there were people you
[20:58] know who were i was overseeing who were
[21:00] 50 or 60 years old and i was 16.
[21:03] and so that was a really interesting
[21:05] experience and i was like oh
[21:07] maybe i'm kind of good at this i don't
[21:09] know and i just kind of let that be and
[21:11] then when i was a wedding planner and i
[21:13] had a team of 35
[21:15] i also got very similar feedback people
[21:17] were saying can i be on your shift
[21:19] versus this other manager shift i'd
[21:20] really like to do that and again it was
[21:22] like oh maybe i'm kind of good at this
[21:24] and i like it and then when i started
[21:26] managing it proside i mean i just was so
[21:30] so engaged with the teams that i had
[21:33] there and i just loved
[21:35] the just energy that we could create for
[21:38] each other i got i learned so much from
[21:40] the people that reported to me and
[21:42] they've shared that they learned for me
[21:43] and it just created this energy of like
[21:45] i really want to come to work today i
[21:48] really want to be here i mean so often
[21:50] we spend more time with our colleagues
[21:52] at work than we get to spend with our
[21:53] own families and
[21:55] that kind of always stuck with me and
[21:57] you know i've had several people who
[21:59] have said you know
[22:00] i really miss reporting to you that was
[22:02] one of like the most fun times i had
[22:04] because i felt like i could learn you
[22:06] know i could be myself i felt like i was
[22:08] contributing really strongly and then it
[22:11] just kept lighting this fire up how do
[22:13] we create these just environments across
[22:16] business you know how do we help people
[22:18] who might not have wanted to become
[22:20] managers
[22:21] build a better connection with their
[22:22] people or people who know it's something
[22:24] they do want to do but have no idea how
[22:26] to get started how do we start to get
[22:28] there and it just that fire when i was
[22:30] like i really like this it's fun it
[22:32] doesn't feel like work i'm thinking
[22:34] about it you know when i'm not you know
[22:36] at either when i was that pro sign or
[22:38] when i'm not doing something that's work
[22:41] i was still thinking about this work i
[22:42] wanted to do and so i was like this is
[22:45] something i really want to just give it
[22:47] a shot and see if i can
[22:49] continue to make a career out of it but
[22:52] i really have a passion as well for um
[22:55] things like keeping more women in the
[22:56] workforce and um
[22:59] you know showing people leadership that
[23:00] might look a little different a little
[23:02] less command and control a little more
[23:05] um just kind of
[23:07] that softer empathetic approach because
[23:09] i never saw that really in in my career
[23:13] and i would be nervous to say i don't
[23:14] think i could get to the executive ranks
[23:17] because i'm not i'm not intense and i'm
[23:19] not overly
[23:21] commanded control and i started to
[23:23] realize well no that's not true there's
[23:25] tons of leaders that look like that how
[23:26] do we just get the visibility out there
[23:29] and how do we just start to help people
[23:30] learn the skills
[23:33] early so that we see more of them show
[23:35] up in all layers of business so there's
[23:38] just a lot of things that boiled into
[23:40] one that kind of
[23:41] let me know this is something i want to
[23:43] keep doing that i'm passionate about
[23:46] that's another very insightful that how
[23:49] you went back and start looking at
[23:52] things um people comments plus
[23:55] what you have done the environment that
[23:57] you have created plus the the gap that
[24:00] we have in the society or the workforce
[24:03] and then and that's how you kind of
[24:05] place yourself that this is
[24:08] where you fit and this is where you your
[24:10] business will be your company will be
[24:13] yeah
[24:14] um we see so many studies too lately
[24:17] coming out you know harvard business
[24:19] review or um the gallup polls that are
[24:22] coming out about you know people leaving
[24:24] the workforce we hear a great
[24:25] resignation all the time
[24:27] but we also hear the number one reason
[24:29] people quit their jobs is because of
[24:30] their managers we hear that consistently
[24:34] and now we're starting to hear
[24:35] consistently the number one skill set
[24:37] that people are asking for is empathy
[24:39] and then you know closely followed by
[24:41] flexibility and i think it just was
[24:43] continuing to point me to
[24:46] these are not new desires of people i
[24:49] think it's just we need to look at a new
[24:51] way to help the people who lead the
[24:52] people
[24:53] show these skills
[24:55] when i became manager for the first time
[24:58] i was a programmer
[25:00] became a technical manager for a
[25:02] programming team and then i it changed
[25:06] again four or five years ago
[25:08] uh from the technical manager to
[25:10] activation manager and and i have a
[25:13] completely different group of people and
[25:15] it happened both the time when i became
[25:17] the manager for the first time
[25:20] um it took me some time to realize that
[25:24] the where i'm
[25:26] can affect more than then leading the
[25:30] team to deliver more
[25:32] even though there was so much my company
[25:34] was offering in terms of the training
[25:37] i still
[25:39] wanted to run with the same pace as i
[25:42] was as a senior programmer or the team
[25:45] leader
[25:46] i became manager and instead of thinking
[25:49] i have to start from scratch i wanted to
[25:51] keep running with the same commands
[25:54] and then what you find that all the new
[25:57] tasks that comes with the manager
[25:59] management you don't have that gut
[26:01] feeling that you have in your previous
[26:04] role
[26:05] and it takes time
[26:06] to gain that gut feeling and it was more
[26:09] prominent when i became the senior
[26:11] manager and i still
[26:14] wanted to continue to run with that same
[26:17] pace and
[26:18] i am a new senior manager there and
[26:21] there is a gap to fill with me being
[26:24] there and
[26:26] i didn't take the pause and i started
[26:30] kind of more on a
[26:33] finding that gut feeling and then
[26:36] being in control you go into the detail
[26:40] and you start thinking
[26:42] what's exactly happening if i can
[26:43] understand this then probably i will
[26:46] develop that gut feeling right in this
[26:48] new role and that's when unknowingly you
[26:51] start micromanaging and your team
[26:54] team can feel it but you cannot you
[26:56] don't you kind of still thinking um that
[27:00] you're trying to to do your job and you
[27:02] i realize that but it's not easy um for
[27:07] um
[27:07] in the beginning and i wanted to give
[27:09] you that perspective that
[27:12] when people become
[27:14] when they roll change sometimes it's not
[27:16] intentional sometimes it's it's they're
[27:19] running with the same phase they don't
[27:20] even realize that they need to take a
[27:22] pause and stop and i'm seeing now
[27:26] new manager in my company where
[27:31] even though my company is providing at
[27:34] least 15 different trainings for new
[27:37] managers
[27:38] i don't know if they have attended those
[27:40] because they are running with the exact
[27:42] same pace very fast
[27:45] the way they were running as the team
[27:47] leader a very similar experience when i
[27:49] made that shift at pro site as well i
[27:52] think it's such a challenging bridge or
[27:54] you know just gap from when you're the
[27:56] content expert or the technical expert
[27:58] and you're in it every single day and
[28:00] you see it and you feel it you know it
[28:02] there's no questions and then it's like
[28:05] kind of like you're running up this hill
[28:06] of experience and then just you just
[28:09] plummet because you're like
[28:11] wait now i have to balance kind of a
[28:13] workload especially if you're like a
[28:14] player coach like a team lead that's
[28:16] hard too because you're still kind of
[28:18] doing the job a little bit while also
[28:20] starting to take on management skills
[28:22] and your workload doubles and while the
[28:24] intent is good because you start to
[28:26] develop the skills you need on the
[28:27] manager and the leader side
[28:29] you're just so over capacity too and
[28:32] you're you're trying to develop trust
[28:34] with your people to get to that next
[28:36] level like i want to trust you to make
[28:38] this decision but i haven't seen it yet
[28:39] i don't know what that looks like for me
[28:41] to trust you and that takes the time and
[28:43] it's it's such a whirlwind yeah
[28:46] and that's kind of where i want to help
[28:48] is that that gap right like there's as
[28:50] you get further in management you've
[28:51] seen it you have these gut experiences
[28:53] and you you kind of know what and just
[28:55] trust yourself a little bit more too but
[28:57] how do you get from kind of this side of
[28:59] the island to this side without you know
[29:02] plummeting
[29:03] yeah and burnout is a big one you know i
[29:06] burnt myself out by
[29:08] trying to do everything and be
[29:09] everything to everyone and not know how
[29:11] to set my own boundaries and say yes and
[29:13] say yes and
[29:14] i i want to help people understand too
[29:16] that while you are there to manage other
[29:19] people you are there for them they're in
[29:21] your charge you also have to take care
[29:23] of yourself first or
[29:25] even just that exhaustion can lead to
[29:27] micromanaging or other habits of just oh
[29:30] it's just going to be easier if i do it
[29:31] myself rather than teach you how to do
[29:33] it i think we've all felt or said that
[29:35] before
[29:37] yeah i almost feel like in this time
[29:39] when you became manager there are
[29:41] hundreds of things uh you you're doing
[29:43] your previous job and the new job and
[29:45] you're in the mix so you have lot to do
[29:48] but even though there's so much going on
[29:50] somehow take a pause
[29:53] one day three days five days whatever
[29:55] this training is do one training a month
[29:57] a quarter
[29:58] but be very intentional
[30:01] starting from scratch that this is a new
[30:03] job and
[30:05] it comes with completely new skills that
[30:07] you don't have
[30:09] i i think that something like that that
[30:11] they have to think
[30:13] otherwise they keep running into as they
[30:15] were running before yeah i think that's
[30:17] great advice for any manager
[30:20] it's a completely new job it's a
[30:22] completely new job
[30:25] i want to get into the the last phase of
[30:28] our um interview that
[30:31] what is your message to the audience
[30:34] you're developing your career i think
[30:36] it'd say yes to different opportunities
[30:38] i think so often we have in our mind
[30:41] that we're going to go down this one
[30:43] path that we might not even see how
[30:45] bright the light is shining on the other
[30:47] path and so even if that's just on you
[30:50] know a couple of interesting projects
[30:52] like i said really early in my career i
[30:53] was like hey development team do you
[30:55] need any help with anything hey customer
[30:57] service let me answer phones and see
[30:58] what you do and it was a lot out of
[31:00] curiosity of trying to figure out what i
[31:02] like but also having a desire to help
[31:04] but i think just like
[31:06] your toe and to figure out what you like
[31:07] is not a bad thing
[31:10] i think that you can go you know through
[31:12] door a door both ways so you can always
[31:14] try something and if you don't like it
[31:16] there's nothing wrong with going back to
[31:18] something else
[31:20] um
[31:21] and i think you know
[31:24] there's so many studies that your eq
[31:26] will get you further than your iq your
[31:27] emotional intelligence
[31:29] will get you further than your your
[31:31] intellectual intelligence and so i think
[31:34] developing relationships and making
[31:36] connections
[31:38] is often really hard when you're in your
[31:40] early career you're a little
[31:41] uncomfortable you're not sure how to do
[31:44] that i think my advice would be just
[31:46] start the conversation start it with
[31:48] different people and you never know
[31:50] when those conversations or those
[31:52] connections will come back around in
[31:55] your career five years 10 years 15 years
[31:58] later i know that every conversation
[32:00] i've had about a job you know after i
[32:03] decided to leave prosci
[32:06] was all mutual connections and i think
[32:08] that stuff really opens a lot of doors
[32:11] but it also helps people kind of connect
[32:12] with you and it makes it just makes life
[32:15] more enjoyable at work as well
[32:19] so i think really work is not work on
[32:20] focusing
[32:22] focus on working on those emotional
[32:24] intelligence skills the
[32:26] softer skills that we don't often
[32:28] highlight as frequently while we're
[32:29] developing um you know while we're
[32:31] earning our bachelor's degree it's not
[32:33] often focused on those so just don't
[32:35] leave them behind because they really do
[32:37] make a big a big impact in your career
[32:40] code name how can people find you
[32:43] through my website which it could be a
[32:44] little confusing because it's
[32:46] managementexcellence.com but it's
[32:49] m-e-a-n-t like if you're going to manage
[32:51] meet it and put meaning into your
[32:53] management uh you can find me as well i
[32:56] launched today my instagram so i'm
[32:59] starting to put content out through
[33:01] there um and then in january i'll
[33:03] actually have an on-demand course so i
[33:05] ran uh a couple in per time person but
[33:09] virtual trainings that were live so
[33:10] interactive and i received um a ton of
[33:13] feedback from people which surprised me
[33:16] just given my background with live
[33:17] training
[33:18] that they want something on demand watch
[33:21] when possible which makes sense for a
[33:23] manager audience you're very busy so
[33:25] i'll actually have one coming out at the
[33:26] end of january so which will be all
[33:29] about kind of how do you set up
[33:31] one-on-ones with your employees
[33:34] how do you create an employee preference
[33:36] profile so you get to know your people
[33:39] how do you set boundaries and hold your
[33:41] boundaries as a manager to avoid burnout
[33:44] how do you show up authentically and
[33:46] then all the way through developing
[33:47] empathy vulnerability radical
[33:49] transparency flexibility advocacy and
[33:52] follow-through
[33:54] are you planning a youtube as well
[33:56] i don't i don't have experience with
[33:58] youtube so maybe i'll have to learn from
[34:00] you i mean what do you think about it
[34:02] you are excellent in front of camera and
[34:05] you will be amazing
[34:07] it's so hard too and then we have that
[34:09] instant gratification wanting to see if
[34:11] anybody saw it reviewed it i in that
[34:14] imposter syndrome of how do i do this
[34:16] yeah yeah i'm full of it i'm full of
[34:19] impostor syndrome never know it you're
[34:21] very confident as a as a youtube host
[34:25] if somebody want to
[34:27] get your services do you want to give an
[34:29] idea is it
[34:31] if you want to answer that the great
[34:33] thing of joining when i'm in my
[34:34] entrepreneurial state is i'm pretty
[34:36] flexible because i want to help like i
[34:37] just want to get in there i typically
[34:39] set my calls around 60
[34:41] for an hour session um and so that's
[34:44] what i've been charging right now but my
[34:45] on-demand program will be 87
[34:48] for the class
[34:49] so it'll be one thing i really want to
[34:51] do one thing i found really challenging
[34:54] is if i couldn't get pro site a sponsor
[34:56] or a previous company to sponsor my
[34:58] training i needed to find something
[35:00] affordable that i could sponsor myself
[35:02] and so that's what where i want to be
[35:04] for people if you need help you need
[35:06] that on-demand help you want that
[35:08] training and you want to pursue it
[35:10] yourself and you don't want to have to
[35:11] pitch the case to your boss i want it to
[35:13] be affordable but also it's affordable
[35:15] enough that hopefully most bosses are
[35:17] going to say yes because i can promise
[35:19] you these skill sets
[35:21] uh building a just a better boss a more
[35:23] confident boss you could set boundaries
[35:25] is better business
[35:27] do you also help people who want to
[35:30] become manager and not there yet like
[35:32] they don't have the title but they have
[35:34] immense desire to become one yeah
[35:38] yeah i've actually been coaching someone
[35:40] very similar who knows and has applied
[35:43] it has been told you're not quite there
[35:44] yet um so we i have been actually but
[35:47] we're focusing more on skills um on
[35:49] things like time management um we talked
[35:52] a little bit about
[35:54] in our call how do you manage your tasks
[35:56] how do you manage competing priorities
[35:58] how do you and i've talked a little bit
[36:00] about like getting into things like
[36:02] delegation and not saying yes everything
[36:04] and building that trust early so
[36:06] starting to set some of those seats for
[36:07] the skills you need while also helping
[36:10] develop
[36:11] the skills that have been defined as a
[36:13] gap by the business to not be ready um
[36:15] quite yet for the manager position yeah
[36:19] um do you have um anything that you want
[36:22] to share that i have not asked in this
[36:24] interview anything that you think will
[36:26] be beneficial for the audience
[36:29] every career is going to have its ups
[36:30] and downs right i think one thing is
[36:32] just
[36:33] you know writing the downs to know
[36:35] you're going to come back up again and
[36:37] it's okay
[36:39] to make shifts for yourself i think
[36:41] that's one thing i'm so scared of for so
[36:43] long to be like i'm good at this and i
[36:46] like it here it's not gonna be better
[36:47] anywhere else and not necessarily that
[36:49] it's better but it's energizing and when
[36:51] you feel like you need to come out of
[36:53] that down dip maybe look for something
[36:55] that's gonna energize you and it doesn't
[36:56] have to be somewhere else but like i
[36:58] said you can tackle different projects
[37:00] inside but
[37:02] just knowing that it's gonna happen i
[37:04] think it's something i wish i knew like
[37:05] i just kind of thought your career goes
[37:07] it goes like this but you know there are
[37:10] times when you don't want to have that 8
[37:11] am meeting that you set up yourself you
[37:13] go down or you don't know where you're
[37:15] going in your career and it just feels
[37:17] it just feels hard sometimes and i think
[37:19] that's true for everybody so i think
[37:21] someone would have just told me you know
[37:22] it goes up up and down and just keep
[37:24] pushing because it's it gets better and
[37:27] then
[37:27] it just goes like this but that's what i
[37:29] want to say like hang in there because
[37:31] it can get back up again if you feel
[37:33] down
[37:34] and i think right now too sorry to like
[37:36] the point i wanted to make was
[37:38] it's so we're in a weird time like we're
[37:40] all virtual we're moving virtual we're
[37:42] working from home we're all establishing
[37:43] new normals and i think people early in
[37:45] their career
[37:47] who are in this really messy time to
[37:49] start
[37:50] that's why i wanted to say it because it
[37:51] just probably feels so
[37:53] odd to not necessarily have met all your
[37:56] colleagues in person maybe even some of
[37:58] them you've been virtual since the start
[38:00] like for me it's been so tough because i
[38:02] love that in-person interaction and so
[38:05] it felt very down for me until i started
[38:07] getting engaged better on video or just
[38:10] figuring out ways to make connections so
[38:12] in those times you can come back up
[38:17] well thank you so much uh courtney do
[38:19] you have any question for me
[38:21] i mean you know what advice do you
[38:23] typically give when you're when you're
[38:25] talking to people early in their career
[38:26] what's your number one piece of advice
[38:28] there was somebody who was in my team
[38:31] and
[38:32] she was very good at what she was doing
[38:35] but she was not able to see two years
[38:37] four years
[38:39] five years from
[38:40] where she could be
[38:42] so as a manager i was able to guide her
[38:46] what's next for you keep thinking what's
[38:48] next for you you're not gonna be in the
[38:50] same role for
[38:52] five years ten years twenty years so
[38:54] where
[38:55] what's next so i i
[38:57] help her find that this is the next and
[39:00] i even help her find what the strong
[39:02] points are
[39:04] um
[39:05] so i like to do that a lot helping
[39:09] people find what their next thing could
[39:11] be
[39:12] and what they could be good at the other
[39:14] thing that i try to do i advise that
[39:17] get a mentor in their field so mentor
[39:20] somebody who can
[39:21] give you more concrete instructions
[39:24] uh he's from your industry and can guide
[39:26] you
[39:27] what five ten years looks like and a
[39:29] coach somebody who can get the answer
[39:32] from help you get the answer from deep
[39:34] within
[39:35] and a combination of these two
[39:38] uh can help
[39:39] you find who you are that can lead you
[39:42] to the passion and purpose and and
[39:45] something that you can set yourself for
[39:47] 20 30 years
[39:48] um
[39:49] now
[39:52] at the same time
[39:54] in the initial career like if somebody
[39:57] who start
[39:58] let's say first three year five year
[40:00] don't even think what you're doing if
[40:04] you're working
[40:05] spend uh so much time like so much extra
[40:08] time on your work
[40:11] and
[40:12] try to get involved with more and more
[40:14] things don't think that if you're in
[40:16] support that your life will be support
[40:18] but just try to do better and try to do
[40:22] more of it and then also get involved
[40:24] and then the final advice i
[40:26] try to give everybody is
[40:29] don't
[40:30] just rely on your full-time work try to
[40:33] do something part-time it could be
[40:36] an activity that is in your your kids co
[40:39] school there are parent teacher
[40:41] associations there your church your
[40:44] temple
[40:46] a community anywhere you can get
[40:48] involved and
[40:50] either get a position or just help right
[40:53] i think my tremendo one of the
[40:56] tremendous growth that i gained
[40:58] when i became a
[41:00] president of my son high school ptsa and
[41:03] as a president i stabilized a college
[41:06] and career center there
[41:08] and and conducted many
[41:10] other program and the principal has said
[41:13] why in two-year window that you brought
[41:16] life to the ptsa and
[41:20] working with all those
[41:22] other parents
[41:24] and running as a president right running
[41:26] as a president uh presentation my
[41:29] weakest point
[41:31] but i had to conduct monthly meetings
[41:33] there
[41:34] and
[41:36] and
[41:37] my job as a president is to influence
[41:40] and support people and get the ideas
[41:42] going without any i mean in this case i
[41:45] didn't have any authority on those
[41:47] parents but all volunteers but
[41:49] point is
[41:50] i seen a tremendous growth in my own
[41:53] confidence by doing this so i always say
[41:56] that do something on the side either
[41:58] it's a part-time job or a freelancing
[42:01] job or something like this
[42:05] yeah when you're quiver um i like that
[42:07] you said one thing
[42:09] and i'll end on this
[42:11] that was really great that i coached a
[42:13] lot of managers on as you said i helped
[42:15] my team members see the future let's see
[42:18] what could be coming see what's there
[42:19] for them and i had a mentor really early
[42:22] from disney who told me
[42:24] if you're managing people you're you
[42:27] your job is that so if they're still in
[42:29] the same position and they're high
[42:30] performers or they're in the same
[42:32] position under you
[42:33] you know within two years i think the
[42:35] time frame doesn't really matter but two
[42:37] years later same pay same position same
[42:39] responsibilities that person hasn't
[42:42] failed you failed as a manager and that
[42:44] always stood with me of how do we grow
[42:46] our people
[42:47] so i loved that you said that
[42:50] courtney believe it or not a few months
[42:52] ago
[42:53] um one of the top performers in my team
[42:56] and i heavily rely on this person i
[43:00] spend almost three weeks convincing him
[43:02] that there is another opportunity within
[43:04] the team within the department that you
[43:07] should
[43:08] get into
[43:09] and his first response was
[43:12] are you indicating me something am i not
[43:15] doing much i mean obviously right if the
[43:17] manager is saying something like that
[43:19] but i told him i will be in trouble if
[43:22] you go to this position and i told him
[43:24] that if i don't do this today
[43:27] in a year from now two year from now
[43:29] you're gonna leave and join another
[43:31] company
[43:32] yeah because you can just do the same
[43:35] thing over and over again for next five
[43:38] years you you also need growth and i
[43:40] think you will fit well there and you
[43:42] can continue to help me from that
[43:44] position
[43:46] maybe one day we can have another
[43:47] conversation because that that is such a
[43:49] good example of the advocacy piece that
[43:51] i want managers to learn because
[43:53] sometimes they're not grown on your team
[43:54] they're grown somewhere else but you
[43:55] have to help them get there i love that
[43:58] it was fun talking to you it was one of
[44:00] the best interviews i had
[44:02] wow thank you i had a lot of fun it was
[44:04] really it was a good time i appreciate
[44:07] the invite our follow-up item is let's
[44:09] connect again and then i'm
[44:11] going to help you and kind of encourage
[44:13] you and push you to start your own
[44:15] youtube
[44:17] uh yeah i would love to do conversations
[44:19] and you'll be one of the first guests if
[44:21] i can figure it out so i may i may have
[44:23] some questions for you
[44:25] good things
[44:26] well thank you i hope you have a good
[44:28] day
[44:29] you too
[44:30] bye for now
[44:42] you

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