Collective Inspiration, Meet Personal Accountability

What do you get when you combine Collective Inspiration with Personal Accountability? According to Bassam Tarazi, you get Colipera!, In his words,

“Colipera is a free 4-week goal setting & execution methodology that allows *you* to lean on *us*; It’s the social virus for getting things done. Together, be better. Ready to get infected?”

How Colipera Works from Colipera on Vimeo.

Along with many other useful morsels of wisdom baked into this motivational framework, is the concept of synergy. You know, the whole two-brains-are-better-than-one spiel. When human beings are grouped together, wonderful, dare I say magical things happen. One of us will have an idea, and share it with the group. This can spark another idea, which creates a chain reaction of inspiration. David Kelley, founder of the design firm IDEO calls it “Design Thinking,” which he describes here in an interview with Charlie Rose.

My first Colipera group (Sounds like a great title for a family scrapbook, doesn’t it?)

Back in the winter of 2012 I participated in a collaborative, curated, Colipera group led by the one and only Bassam Tarazi. For 5 weeks, all 4 participants shared our goals and kept each other accountable.

By the way, why can’t we seem to finish what we start? Because finishing is a skill dammit! It doesn’t just happening magically on its own, as you can see in Bassam’s blog post: “The one make or break skill you think you have but probably don’t.”

But I digress…

The primary goal I set for myself in the Colipera group was to attain a certain sales goal and income level at a new job I had just started. It was a flexible real estate solution, commission only sales position at a company called Your Office Agent. Something which I knew nothing about, but seemed like a good way to expand my knowledge and skill sets, and potentially make a lot of money in the process. Didn’t quite turn out that way, but more on that in a moment.

In the meantime, here were my original goals for the Colipera group:

  • Earn my first $5,000 from Your Office Agent commissions by February 1st, 2012.
  • Contact at least 60 new prospects (3 per weekday), while following up with all previously contacted prospects.
  • Schedule meetings / show space to at least 5 interested leads.
  • Close at least 1 deal earning me $5,000 in commissions.

And then something interesting happened

Every week my goals kept changing. For a while it actually felt pretty discouraging. Was I not sticking to the program? Was I screwing up somehow?

Thankfully, Bassam and the other participants helped me realize that in fact, I was adapting to the changes in the environment. More importantly, to not adapt would be foolish. After all, it’s not that I wasn’t trying, it’s that my goals were no longer appropriate given my new insights into the company and the industry as a whole. When I set my original goals, I didn’t know what I didn’t know, so it only makes sense that they might require some realignment.

Several weeks, and a few half eaten pints of Ben & Jerry’s later, my new goals looked like this:

  • Earn my first $1,000 from Your Office Agent commissions by February 1st, 2012.
  • Get 1-2 inquiries per day from Craig’s List consistently, and close 4-5 deals per month.
  • Train with Bob and learn how to run a networking group for at least 2 hours.
  • Work with Sam for at least 2 hours how to penetrate corporate accounts.

For the record, I didn’t achieve any of those goals either. But before you start picking out decorations to the pity party of the decade, you should know that I did learn a ton from the experience.

Here are some of my “Aha moments” from those 5 week:

  • When I wrote down my goals, it made it much easier for me to keep them at the forefront of my mind during my day to day activities, which invariably helped me stay focused, and keep my “eyes on the prize.”
  • As the week progressed, I was 10x more motivated to stay on track with my goals because I was meeting with other people who were holding me accountable. It’s not like they would have actually shamed or ridiculed me. Rather, it was the prospect of taking the subway all the way down to our meeting spot, and showing up empty handed. No way I would let myself end up in that particularly embarrassing pool of hot water.
  • When I helped other people with their goals I felt fantastic afterwards. The mere act of giving someone else feedback and encouragement motivated me to complete my own goals. I was beginning to see the genius behind the contagious virus analogy that Bassam created for Colipera.

I’ve said it before, and I’ll say it again, you only go as far as your five closest friends. Put another way, “You are the average of the five people you spend the most time with.” – Jim Rohn

Let me put it to you this way:

The single most effective way to master any skill or accomplish any goal is to surround yourself with people who have already succeeded in that area.

Think about it. One of two things can happen:

1) You stop spending time with those people.
2) You force yourself to adapt and rise to their level.

We simply cannot exist in the disharmony of continuing to spend time with them while NOT rising to their level. It’s like positive daily affirmations. My brain can’t handle me saying that I’m successful, while simultaneously facing the physical, tangible manifestations of me being a failure. Oil and water my friends. Oil and water.

How to set up long-term accountability

In next week’s post, I’ll talk about how I set up weekly meetings with my friend Georges Janin, which was the single biggest contributor to my success in the past year. Granted my journey isn’t over yet. I still have a long way to go to realize my dream of owning a condo in NYC with a bar, dance floor, and breathtaking views. (For more information on this and other goals, please refer to my posts on How I Stay Wildly Effective with Wildly Important Goals and The Best 15 Minutes of My Day)

But just to drive this point home, it’s not about how much further I still have to climb. Rather, it’s that I wouldn’t have made it nearly this high had I not met with him every week since 12/2/12.

Sharing is Caring

So tell me…

What groups, clubs, or communities are you a part of? How much more or less successful have you been at the behaviors regularly practiced in that group since you joined?

Think about it.

…And then share it in the comments. You’ll be happy you did :).

NYC Subway + Tunnel Vision = Flow

For those of you who don’t know what I’m talking about, Mihály Csíkszentmihályi describes flow as “…a single-minded immersion and represents perhaps the ultimate experience in harnessing the emotions in the service of performing and learning.” Thanks Wikipedia!

And now back to our regularly scheduled programming…

I know it goes without saying, but I’ll say it anyway: New York City is awesome!

Where else do you have access to any cuisine, anytime, anywhere? There are so many different people from all over the world, in such a small geographic area. Want to take a cooking class? Pottery class? Join a Flash Mob? You name it, NYC’s got it!

And how does the city that never sleeps get people from point A to point B? Public transportation, a.k.a. the subway.

I was 12 years old the first time I rode the subway by myself. To put that in context for all you non-native New Yorkers, it was the emotional equivalent of getting my driver’s license.

One huge advantage of the subway, is since I’m not driving the train, I can get work done on the way. This goes back to Tony Robbin’s concept of No Extra Time or (N.E.T.) time, illustrated here with him answering emails while walking on a treadmill. I’m already riding the train anyway, so doing work would take zero extra time away from other things. And until we develop transporter technology, that’s not going to change anytime soon. By the way, any diehard Trekkie fans want to get on that? I’ll be the first on your waiting list!

It’s not all peaches and cream though. Here are some potential drawbacks of working on the subway:

  • No Internet access. This is not actually a problem, since there is always plenty of work that doesn’t require being “plugged in.” Anyone else feel like Neo from The Matrix sometimes? This mostly takes the form of writing (like this blog post!) and brainstorming (like the Mindstorm that generated the idea for this blog post!).
  • Major service changes that affect my usual route. This doesn’t usually happen, but if it does I need to actually pay attention to announcements which invariably distract me from my work. Sad face.
  • Very crowded trains. Fortunately, I rarely travel during rush hour. I make a point not to go anywhere before 2 pm unless absolutely necessary. If I’m downtown, I also make a point to stay out later until the evening rush hour ends at about 7 or 8.
  • The massively annoying and infamously un-entertaining “showtime” guys. I’m not sure who started it, but there are at least a dozen separate groups performing the same exact “show” these days. For those of you who don’t know, they blast loud hip hop music with a very strong bass, clap louder than your audiologist would recommend, and dance in the moving subway car. At least once during the performance they have a signature move of jumping onto the poles and twirling their way down. The only people who are impressed are out-of-towners. Clearly, these showtime guys are majorly disruptive. Fortunately I’ve managed to pinpoint which subway cars to avoid at specific times during the day. For example, they seem to be on a weekday loop during the day, getting on the 2nd or 3rd car from the front on the A train at 125th street. Why 125th? Because it’s the longest time between the next stop of 59th street and allows for maximum disturbance potential. I really want people to stop giving them money so they would learn that it is not a profitable way to spend their time. The fact that they continue to do it leads me to believe otherwise though. Wow, that was quite a rant. I must have been more upset about it than I realized!

Since I always like to end on a more positive note, here are some of the benefits of working on the subway:

  • Increased focus. I am able to concentrate remarkably well, with the help of in-ear headphones and the playing of music without lyrics. I make sure never to have it on so loud that I’m oblivious to my surroundings, but it’s enough to make everything else fade to background noise.
  • Movement & people. Sitting at home all day makes me feel physically restless and socially isolated. Riding the subway requires some physical movement and also surrounds me with people. #winwin
  • Fewer choices = less time deciding what to do. I’m either reading, listening to an audiobook (something I usually reserve for long walks in the city), or most of the time I’m reading or brainstorming. This takes some of the mental burden off of not knowing what to work on. It’s Barry Schwartz’s concept of the Paradox of Choice, we have so many options that we feel overwhelmed and end up doing nothing. Sound familiar?
  • Less pressure due to limited timeframe. When I arrive at my destination, the work must stop. That takes the perceived burden off of my shoulders in spending an indefinite amount of time on a particular task. I like that. It has the same impact as the 5 minute timer when I Mindstorm.
  • Helpful distractions. It allows for the option of momentary distractions and people watching. Again, it’s background noise so it doesn’t actually interfere with my focus if I’m in the zone, experiencing flow. However, if I hit a small road block or dead end of some kind, I can pause for a moment. I look up and people watch, and somehow it seems to help me come up with new ideas. I must have done that at least 4 or 5 times while writing the first draft of this post.

One last thing to point out is that on the subway ride home at the end of the day, it’s no longer my prime time for cognitive work. That’s why I do most of my self-tracking during that time. Diet Log, CANI Log, Life Balance Log, 1 Second Everyday, and of course the Subway Schedule Log.

The cool thing is that everyone works differently. It took me a while to become intimately familiar with my ideal working habits. Where do you work best? In an office? At home? At a coffee shop? On the train? Discuss!

The Universe is Whispering, Are You Listening?

If you’ve spent any time with me at all (yes, reading this blog counts…sort of) you’d know that Oprah Winfrey is one of my biggest role models. I aspire to achieve her level of success and share it with the rest of the world. My friends have even nicknamed me “Shoprah” as a result. Has a nice ring to it, don’t you think? 🙂

During an episode of one her early Lifeclasses, she talked about the concept of whispers of the universe. Sounds pretty fluffy, pie in the sky, new agey right?

Hear me out…

She simply means that the universe, god, or whatever you believe in that is greater than yourself, gives us subtle hints in the form of “whispers.” These are little clues or omens that make us raise an eyebrow and go “hmm, that’s interesting.” A little more than a coincidence, but not a full blown miracle or spiritual awakening. Make sense so far?

An interesting quality of these whispers is that the longer you ignore them, the louder they get. The clues become less subtle, until eventually they turn into shouts. If you ignore them for too long it hits you like the infamous belly-flop. Seriously, don’t try it at home.

To illustrate further, here is an example of a recent whisper in my life:

Last spring I had been teaching on Skillshare for almost a year, and everything was going incredibly well. I had a regular stream of new students signing up for my classes, I was making good money, received overwhelmingly positive feedback, and overall I was doing what I loved and knew that I was genuinely helping people in the process.

Then came the whispers.

  • Skillshare changed the interface on their site which forced me to update my an Excel web query that I used as part of a demo of one of my classes. Annoying, but manageable.
  • The website become more confusing to use in general. I wasn’t the only one who thought so.
  • Skillshare began diverting resources away from in-person classes and focusing on promoting hybrid classes (part online, part in-person).
  • When hybrid classes didn’t work, Skillshare promoted their new project-based, purely online class format.
  • The option to search for local classes got pushed so far down on their website home page that my students had a hard time finding it. Serious problem.
  • Significantly less students were signing up for my classes.

Finally, the brick wall came crashing down on me.

  • I received an email announcing the resignation of their community manager who was an integral part of their team and personally helped me develop my classes. They also announced the end of the Master Teacher program, which I was a proud member of for many months.

I felt as though the entire universe was coming together to tell me to stop teaching on Skillshare. That is precisely what I did. I taught my last class on May 1st, 2013, and have since shifted my focus to online classes.

Here’s another more subtle example, which led me to sign up for a free meditation program

My first whisper was hearing my friend tell me about the Deepak Chopra and Oprah 21 Day Meditation Challenge. I thought that was cool, but didn’t take any further action.

Then I got an email that my mother forwarded to me of the announcement of that program. Finally, I was watching OWN (the Oprah Winfrey Network for those of you who don’t know) and saw a commercial for the same free meditation program.

Hmm, how interesting.

By this point I was already quite adept at listening to the whispers, and taking immediate action. After all, if I ignored it, it would keep coming back anyway, so I might as well save myself the time and the hassle and get on with it already, right?

By the way, this concept reminds me of affirmations, in the sense that it made me aware of certain things, and helped me seize opportunities that I would have otherwise ignored. *Sad face*

So I signed up for the 21 day challenge on Perfect Health! More details on that in the next post…

Parting thoughts

I believe the answers are out there, and it is up to us to quiet our minds (something meditation has helped me with significantly), pay attention to them, and then act on them.

Do me a favor, and take a look at your own life for a few minutes.

Was there a time in your past in which you were ignoring all the signs? Looking back, could you have saved yourself a lot of struggle had you merely paid attention to, and acted on those signs early in the process?

Knowing what you know now, what would you have done differently?

I’d love to hear from you in the comments! 🙂

How I Reach Inbox Zero in Under 5 Minutes Every Day

Now that you know that I do not check email from 12 pm – 9 pm every day, we can get to the specifics of how I actually process my email.

A few months ago I started using the Mailbox App for my iPhone and iPad. I’m such a big fan that it has actually replaced the prime real estate on my iPhone and iPad also known as the “dock.” Having said that, I must point out that there’s nothing actually revolutionary about it. It’s main benefit lies in the swiping gestures, which perform 1 of 4 actions:

  1. Swipe all the way to the right – delete message
  2. Swipe a little to the right – archive message
  3. Swipe a little to the left – reschedule message to appear in inbox at a later date & time (a feature I never use)
  4. Swipe all the way to the left – move message to a specific folder.

Speaking of folders… here are the exact folders I use:

  • Requires Action
  • To Watch
  • To Read
  • Udemy Sign Ups
  • Udemy Reviews
  • Unsubscribe

It took me a little while to realize that the “Archive” folder on the Mailbox app actually goes to the “All Mail” folder within gmail.

Before going any further, I should mention that at the time of this post the Mailbox app only works with gmail accounts. If you have a non-gmail account you can technically set up email forwarding from your non-gmail account to your gmail account, but as you might guess, that can get a little messy.

Why this is important

If you’ve done any sort of research on email hacking, you’d know that the goal here is to get to the promised land known as “Inbox Zero“. Merlin Mann (awesome name right?) the creator of 43folders.com coined the term back in 2007. In a nutshell, it involves taking all incoming emails and immediately doing something with them. That way we don’t have to look at everything when checking email, only the new messages. This significantly lightens the cognitive load on our otherwise overworked and under-appreciated brains. Sorry about that, brain.

Email processing across all my devices

When I check email on my MacBook Pro I use the built-in Mail application (currently running version 5.3). I also take advantage of the “Smart Mailboxes” feature. For those of you who don’t know, these are mailboxes that match any or all of the dynamic criteria which you set. Very similar to iTunes’ “Smart Playlist” feature.

Since there is no swipe functionality on my laptop, I created a few custom keyboard shortcuts to help with email processing. They are not all inclusive, but they do speed things up a bit. Here are a few of my favorites:

  • CMD + SHIFT + U: Mark selected message(s) as read/unread
  • CTRL + CMD + A: Archive selected message(s)
  • SHIFT + CMD + J: Move selected message(s) to junk folder
  • CTRL + CMD + (2-7): Move selected message(s) to Requires Action folder

The range of 2-7 here means that to move to the Requires action folder of my first email account, I use CTRL + CMD + 2, to my 2nd gmail account, I use CTRL + CMD + 3, and so on.

The only reason I have an Unsubscribe folder is because sometimes when I process mail on my device I don’t have time to click on the unsubscribe link in the email (or I’m in the subway and don’t have Internet access). I used to put these in the Requires Action folder, but that didn’t sit well with me. Much like the street food I ate last weekend. Damn you halal cart!

Not to toot my own horn but…

I’ve gotten so good at processing email, that I’m usually done in less than 2 minutes. Mind you, I only get a dozen or 2 new messages every time I check in the morning or evening. By the way, a big part of that is simply unsubscribing to all mailing lists or newsletters that I am no longer interested in (all of them except Ramit Sethi, Ash Ambirge, and a few other lucky ducks).

Then, I spend my time in the morning going through my Requires Action folder. These are the emails that usually require an intelligent and well thought out response. I originally thought I could do these at night, but quickly discovered that’s not such a good idea. Let’s not talk about that….

The verdict

Since my goal here was to spend less time with email, get more done, and at a higher quality, I’d say mission accomplished!

The best part? I sleep like a baby because I don’t have to worry about emails slipping through the cracks or the daunting task of manually organizing them all into folders. More on the results of my sleep hacking challenge in a later post. In the meantime check out Scott Britton’s sleep hacking course on Udemy.

Have some cool email hacks you’d like to share? I think I speak for everyone when I say “please share them in the comments!”

The Hidden Costs of Email Addiction and How I Finally Kicked the Habit

“Hi my name is Shir, and I’m an email-aholic.”

At least, that’s what I would have said 3 months ago.

Does any of this sound familiar?

  • Just got out of the subway? Let me check my phone.
  • Waiting in line at the grocery store? Maybe I’ve got a new message.
  • Walking down the street in the most exciting city in the world? I thought I felt a vibration, it must be a new email!

Let’s be honest for a moment (after which we can immediately return to our natural state of deception?), 85% of the emails we receive are either unimportant or completely useless.

I’m not even talking about spam. I’m talking about social media alerts, Groupon deals, newsletters we’re no longer interested in, replied-all email threads, and the list goes on. Yet, our default settings on our phone still behave in a “oh oh oh! Pay attention to me!” fashion.

Louis C. K. talked about the downside of smartphones during his appearance on Conan O’brien. Take a few minutes to watch it.

Have we really become so desperate to avoid feeling lonely that we’ll check our phones 100+ times per day?

Speaking from personal experience

I remember how strong the desire to check my phone was. After all, receiving email meant “someone is thinking of me!” right?

It got so bad that I felt like Pavlov’s dog whenever the email alert came in. Whether it was a *bing*, vibration, or email counter increasing in number, I immediately began salivating (metaphorically of course).

It wasn’t until a few months ago that I was talking about it with my friend Georges Janin, and I decided to make a serious change. Part of the impetus for it was the disappointment that came from checking my phone every 5 minutes, only to find that I still had “no new messages.” I felt more and more pathetic each time.

I knew that if I didn’t create some kind of system, my will power would cave in under the weight of temptation. And why waste all that energy anyway?

It was official! No email during the hours of 12 pm and 9 pm

Why 12-9 you ask?

Well, I already know that I’m most productive between the hours of about 12 pm – 2 pm and then again from about 3 pm – 5 pm. So, in order to optimize my day, I needed to make sure those times were off limits. Nighttime on the other hand was perfect because I could still check email even when tired.

Some of the benefits of this arrangement

  • Wake up in the morning to a batch of emails, which serves as a nice way for me to start the day.
  • Eliminates the biggest distraction during my most productive hours during the day.
  • Helps me achieve my Wildly Important Goals (a.k.a. WIGs) faster.
  • After a day of being productive, I get to reward myself at 9 pm with checking email, which have accumulated to a much larger number than they would have otherwise.
  • No more disappointment of checking my inbox to find “no new messages.”

I really look forward to 9 pm because I’ll have more emails accumulated to process at once. It’s a much better use of my time to batch email in this way. There are many people talking about the benefits of batching, but Tim Ferris was the first that really illustrated that point for me.

Here are 2 of his blog posts on the topic:

I know what you might be thinking

“But Shir, that’s crazy, I can’t have a 9 hour email blackout during the day!”

Pull yourself together and stop making excuses! (I yell because I care) You don’t need to do it as long as that. You can find 1 or 2 times during the day that make the most sense for you to check your mail. Right after lunch perhaps?

The exact steps to follow if you have an iPhone (before iOS 7)

  • Turn off sound alerts
    • Settings –> Sounds –> New Mail –> None
  • Turn off vibration alerts
    • Settings –> Sounds –> New Mail –> Vibration –> None
  • Remove counters from the app buttons
    • Settings –> Notifications –> Mail –> [Individual Email Account Name] –> Notification Center = Off, Alert Style = None, Badge App Icon = Off, New Mail Sound = None, Show Preview = Off, View in Lock Screen = Off.

By the way, I recommend going to the Notification center and turning off all Badge App Icons for all your apps.

The Key Takeaway

I always respond to emails that are actually important in less than 24 hours. Nothing truly important slips through the cracks. And in the meantime, I have gained so much freedom. I am no longer a slave to my inbox!

Your Turn

Don’t forget, you could start small with a 2 hour email blackout period. You don’t have to go for 9 hours at a time like I do. The cool thing is you can use it as a reward for yourself once you finish what you need to (For more on how to use rewards, check out my post: Don’t Underestimate the Power of Rewards). Either way, be sure to share your experience in the comments.

The Single Greatest Technique for Breaking Through Mental Roadblocks

Mindstorming, also called the 20 Idea Method, is a term that Brian Tracy developed to describe a slight variation of brainstorming. Start with a question/topic, and then write down the first 20 ideas that come to mind. No contemplating, no censoring, no pressure. Just write.

Bassam Tarazi calls it the 5 Minute Exercise. For example, instead of trying to force yourself to “clean up your room,” (the very thought of which undoubtedly stirs up countless unpleasant childhood memories) you set an alarm for 5 minutes, and then do as much as you can before it goes off. The beauty of this is that because of the deadline, there is far less pressure to get started. In other words, the barrier to entry is very low.

Ramit Sethi calls it the 5 minute straight jacket technique. As far as I understand it, in involves sitting down for 5 minutes, and forcing yourself to come up with ideas to solve the particular question you are working on.

See how all these techniques are similar by the way? That’s no accident.

But Shir, 20 ideas sounds like a lot!

It did to me too, at first. But then I started doing it and saw that as long as I don’t censor myself, it’s actually very easy to reach 20 or more ideas. Granted, most ideas are unusable. In fact, sometimes it takes 19 bad ideas to get out of your head to make room for that 1 brilliant idea.

The nuts and bolts of Mindstorming

Even though Brian Tracy doesn’t mention using a timer, I have found it to be extraordinarily effective. And since I work well with music, I decided to play songs without lyrics that lasted for 5 minutes. Here are the 2 that I typically use:

  1. “Cancion Triste” by Jesse Cook
  2. “Fable” by Amethystium

Most often I find myself doing this on the subway, with my noise canceling ear plug-like headphones by Shure. More on how I get work done in the subway in a later post.

Naturally I use my favorite app Outliner, with only the date and the topic of the Mindstorm at the top. Then I open the flood gates of my mind and record whatever gushes out.

So what topics are good for Mindstorming?

Personally I have found the following topics to be perfect for Mindstorming:

  • Preparing questions for an interview or business meeting.
  • Coming up with a name/title for a company, product, book, blog post, or anything creative.
  • Identifying different ways to qualify prospects
  • Uncovering potential business or marketing strategies
  • Creating a list of possible blog topics

Here is a sample of an actual Mindstorming session.

  • 8/29/13 – Questions for [Censored Client Name]’s dashboard requirements
    • What metrics are you currently measuring?
    • How are you measuring these metrics?
    • How are you currently reporting these metrics to clients?
    • How often do you update these reports?
    • How long does each update take, on average?
    • Which metrics are you not measuring that you would like to measure?
    • How many people will be using the dashboard? Will they need to use it at the same time?
    • How important is being able to share the dashboard with others online?
    • Which accounts do you have that contains data you’d like to be included in the dashboard (aside from Google Analytics, and Bing in the future)?
    • What other data do you have that you would like to include in these dashboards? Other databases?
    • How often would you like to be able to review the metrics? Weekly? Daily?
    • If you could have an ideal scenario in terms of dashboards, what would it look like? Please describe.
    • What version of Excel are you using? Mac or PC? Note: must be using PC, I recommend 2010 over 2013. Can’t go back to 2007 though
    • What types of charts would you like to see in your dashboard?
    • If you had to limit your metrics to only the most vital ones, what would they be?
    • What are some additional metrics that would be nice to have?

Sure, there are only 16 ideas here, but this was an excellent jumping board to my Dashboard Requirements Questionnaire (DRQ for short), which I will now use with every client I create dashboards for. Not bad for a 5 minute session! In the past I would have slaved over this for over an hour, or worse yet, not done it at all because I didn’t know where to start.

So let me ask you this…

What do you want to achieve in the next 12 months? It could be professional or personal, whichever is more important to you at this point in your life. Write it down in the form of a question. For example:

“How will I start my own business and earn 6 figures in 12 months?”

-Or-

“How will I be in a committed, loving relationship in 12 months?”

Got it? Awesome!

Now set a timer for 5 minutes. Feel free to play a song if it helps you too. Once that timer starts, DO NOT STOP writing until the 5 minutes have elapsed.

Cool?

Ready. Set. Go!

Don’t Underestimate the Power of Rewards

Earlier this week I found myself strolling through the Highline Park in lower Manhattan. I was waiting to meet a friend and then go see an improv show at the UCB Theater. It’s all part of my “live a balanced life” approach. Not a bad way to spend a Tuesday evening if you ask me.

As I sat on one of the benches, reading Information Dashboard Design by Stephen Few, a father and son sat down next to me. It didn’t take long for the kid to start pestering his father for a popsicle.

“No, you’ve already had your sweets for today.” The father insisted.

The son continued to whine “but dad, I really want one! Please can’t I have one!”

“I said no,” the father replied in a raised voice.

After another minute or so of nagging, something interesting happened. The father rolled his eyes, let out a big sigh, and said “Fine! Go get a popsicle and be quiet” as he handed his son some money.

It didn’t take a degree is psychology to figure out that the father was tired, and probably at the end of his rope. But do you see what he inadvertently did?

By giving in to his son’s whining, he was communicating to his son the following message: if you want something, all you have to do is whine, nag, and be obnoxious, and eventually you’ll get it. In essence, the father was rewarding the very behavior he wanted to avoid.

The trouble is, this behavior will undoubtedly continue because the son felt good as a result of his actions. With his words, the father was saying “don’t nag” but with his actions he was instructing his son “nag and you’ll get what you want.”

This made me think back to Tony Robbin’s PowerTalk series on Creating a Change & Making it Last.

I highly encourage you to check it out. It talks about the laws of conditioning, and how we can unconsciously program ourselves to create new behaviors or modify existing ones by simply using three types of reinforcement: positive, negative, and punishment. The most effective (and most fun) is positive reinforcement, a.k.a. rewards.

Want to modify a small behavior like cleaning your room? Give yourself a small reward like watching half an hour of guilt free television. Want to change a big behavior like going to the gym 3 days a week? Treat yourself to a fancy dinner with friends at the end of the week to celebrate your accomplishment.

Tony Robbins also talks about “jackpot” rewards, the point of which are to prevent the rewards from becoming too predictable (and therefore ineffective). As long as you are staying on track and doing what you need to do, you can administer jackpot rewards like a trip to Europe, or an expensive flatscreen TV (not that I’m trying to put any ideas in your head).

Here are some examples of my rewards:

  • Small Rewards
    • Sour patch candy
    • Can of soda
    • Ice cream (Ben & Jerry’s)
    • Chocolate
    • Beer/wine
    • Watch Tango videos
    • Go on Facebook for 5 minutes
  • Medium Rewards
    • Dinner in a nice restaurant
    • Fun Groupon
    • Wine tasting
    • Buy something from Amazon wish list (under $50)
    • Stand up comedy DVDs
    • Running shoes
  • Big Rewards
    • Trapeze lesson on the Hudson for 2
    • Massage – deep tissue or swedish, 1 hour
    • Big technology purchase
  • JACKPOT Rewards
    • New mattress – full sized Tempurpedic
    • Vacation in Italy!

So how did I stay on track with these?

I put a task in my todo list to dish out small rewards daily, medium rewards weekly, bigger rewards monthly, and jackpot rewards sporadically.

It’s a little strange seeing as how I’m the one administering it to myself, but it’s still having a positive impact. If nothing else, it forces me to look at what I did each day and acknowledge my accomplishments.

Rewards in action

One of the biggest challenges I was facing this year was to create my first online Excel course. It was a monumental undertaking, and I was determined to see it through. To help motivate myself even further, I put up a sign behind my desk that read “ONLINE COURSE” with a sticky note identifying my reward.

Rewards Desk Sign rotated

I even went the extra step and scheduled the massage for a few days after my course was scheduled to launch. It’s a good thing too, seeing as how on the day of the launch, I had a string of negative thoughts pop into my head:

“I could have done better.
I still need to add the other lectures I didn’t finish.
I still have parts 2-5 of the course to worry about.”

But then the evening of my reward came along, and let me tell you, it’s impossible to be hard on yourself when you’re being massaged by a professional. By the way, the spa is called Rhemedy by Rhed, and I can’t sing their praises loudly enough. Judie is absolutely outstanding!

Anyway, the point is that sometimes I had trouble acknowledging my own achievements, so it’s important to force myself to remember on an unconscious level by giving myself rewards for good work. Ultimately it motivates me further, and allows me to enjoy the journey more. And isn’t that what life is all about?

It should come as no surprise that I’m creating a habit of it, and rewarding myself with another massage for each new online course that I launch. Can’t wait for the next one!

But enough about me, how about you?

What are some challenges you currently want to overcome? What are some behaviors you’d like to modify? And most fun of all, what are some rewards you can give yourself when you succeed?

How I Stay Wildly Effective with Wildly Important Goals

I first came across Stephen Covey in an interview he had with marketing genius Jay Abraham. I immediately liked what I heard and decided to find other work by Stephen Covey. It didn’t take me long to discover his “7 Habits of Highly Effective People“. Perhaps you’ve heard of it? (<– amusingly rhetorical question)

In it, Stephen Covey talks about the concept of Wildly Important Goals, also known as WIGs. Essentially they refer to your goals that are so important that they rise above all the rest. The ones that must be achieved, or nothing else you achieve really matters.

To illustrate this point, allow me to reference Tim Ferris’s quote about the difference between being effective vs. efficient:

“Effectiveness is doing the things that get you closer to your goals. Efficiency is performing a given task (whether important or not) in the most economical manner possible. Being efficient without regard to effectiveness is the default mode of the universe.”

Turns out I’m a bit of an efficiency nut, and I used to fall into the trap of getting a lot of work done, only to realize at the end of the day that I didn’t even touch the big project that I needed to get to. Email was notorious for sucking me in to unimportant minutia. More on how I tamed the email beast in a later post.

Instead of being proactive, making a game plan for the day, and accomplishing our goals, the vast majority of us (my old self included) would assume a very reactive role. “Ah, an email just came in! I need to stop what I’m doing and answer it!” Do you though? Really?

So anyway, Stephen Covey hit the nail on the big ‘ol head with this. He talked about creating WIGs for the year, the quarter, the month, and then narrowing it down to that upcoming week. Part of the genius here is starting with the big picture.

Bassam Tarazi introduced it to me as the Big Hairy Audacious Goal. You know, the one that gives us butterflies, and we would uncork the champagne we’ve been saving for the past 3 years if we finally got it done.

Yeah, that one.

So start from the big picture, and then reverse engineer it to determine what actions I need to take this week in order to get there.

It’s funny, but I didn’t realize how long I had been doing this until I recently showed it to a friend.

Here is a look back to my first WIGs (10/19/11)

  • Goals for the YEAR
    • Earn $1 million in gross income by Jan 1st, 2013
    • Hire 2-5 employees for Shir Consulting
  • Goals for the QUARTER
    • Get first 3 paying clients for Shir Consulting
    • Earn $12,000 net per month by Jan 1st, 2012
  • Goals for the MONTH
    • Pitch Shir Consulting to at least 10 prospects
  • Goals for the WEEK
    • Create a preliminary portfolio of previous work
    • Create an ideal client profile
    • Brainstorm at least 5 completely different sources of new prospects
    • Create 2-3 versions of a sales pitch
    • Set up a system for Learning DAILY!
    • Surround yourself with mentors & like-minded

Sure, I didn’t quite reach my ambitious financial targets. And you know what, that’s OK.

Because this much I know for sure: I wouldn’t have made nearly as much progress had I not had these goals. After all, how can we ever reach our final destination if we have no idea where we are going?

How I stay on track with my WIGs

It should come as no surprise that I believe in the power of affirmations, and as a result I have recited my WIGs out loud daily since I began almost 2 years ago.

I usually say them at my desk right before I start working. It’s a nice way to set the tone for the rest of the day. I know where I’m going long term, and I know exactly how I’m going to get there by choosing to work on the most important things first.

I’ve had a lot of time to experiment with this, and I have found that when I accomplish my WIGs early in the day or early in the week, I am not only more productive, but I am also dramatically happier. I feel so far ahead of the game, that everything else I do after that is a pure bonus.

I also schedule a weekly time to change the WIGs, always leaving a historical record of what my WIGs were each week. Most times the long term goals stay the same from week to week, but occasionally I’ll come up with something new.

Tune in next week when I discuss the wildly enjoyable topic of WIG rewards, inspired by Tony Robbins.

Lastly, I leave you with my WIGs as of today

  • 10 YEAR – 12/31/22 (Age 36)
    • Net worth of $50 Million
    • Be in a committed relationship with someone who challenges & inspires me every single day, while keeping me on my toes
    • Enrich the quality of life for millions of people in the field of personal development
    • Travel the world to give talks and teach millions of people
    • Create a school to help people achieve excellence
  • 5 YEAR – 12/31/17 (Age 31)
    • Net worth of $20 Million
    • Own two condos in NYC (bar, dance floor, recording studio, breathtaking views)
    • Purchase homes for my mom, dad, and brother
    • Help millions of people become more productive with technology
    • Surround myself with a team of expert coaches in every area of life
  • 2 YEAR – 12/31/15 (Age 29)
    • Net worth of $500,000
    • Earn $45,000 net per month from Excel products
    • Reach 5,000 subscribers for ExcelShir blog
    • Reach 500 VIP Do-Gooders for Excel it Forward
  • YEAR – 12/31/14 (Age 28)
    • Net worth of $100,000
    • Earn $12,000 net per month from Excel products
    • Convert all former Skillshare classes into online classes
    • Reach 1,000 subscribers for ExcelShir Blog
    • Reach 100 VIP Do-Gooders for Excel it Forward
  • QUARTER – 12/31/13
    • Publish Excel Mastery Course parts 2 & 3
    • Set up Excel it Forward blog & measurement back end system
  • MONTH – 9/30/13
    • Edit and publish Excel Mastery Course Part 1 conclusion lectures
    • Submit [client name] Dashboard v01 no later than 9/25/13
  • WEEK – 9/14/13
    • Create flexible hand ranking system for Beyond Tells project
    • Create final notes & scripts for Excel Mastery Course Part 1 conclusion lectures
    • Spend 5 hours on [client name] dashboard project
    • Publish ExcelShir blog post

How about you? What are you going to achieve in 5 years? And how specifically are you going to get there?

Excel it Forward

Have you seen the movie Pay it Forward? If you haven’t, go watch it. If you have, watch it again!

The idea is simple. When someone does a good deed, don’t pay it back. Instead, pay it forward to someone else.

In a nutshell, Excel it Forward is the Pay it Forward phenomenon, measured.

Okay great, but what the hell does that mean Shir?

Well, imagine every good deed that you give or receive being recorded into a giant spreadsheet, with the ability to sort and filter by any criteria you want.

Want to see what types of good deeds you performed? Want to see who you helped inspire to start performing good deeds of their own? Where did they spread to geographically? How long did it take for 100 deeds to occur daily?

In my head I’m already seeing this all as an interactive Excel dashboard. And let me tell you, a more beautiful site, I have not seen. (Not sure why I just turned into Yoda for a second there)

I know it’s still very vague, and the truth is, I’m not really sure exactly what Excel it Forward is going to be or what it will look like. Or even, how it’s going to work from a logistical standpoint.

But that’s OK, because contrary to my old belief system, I do not need to have all the answers before getting started.

So how did it come to be?

By this point I’m sure you’ve all heard of the Sandy Hook elementary school tragedy

In the wake of the tragedy, Ann Curry decided to start a campaign of 26 random acts of kindness. I first found out about it through @ohjefframos’s tweet:
https://twitter.com/ohjefframos/status/281526858284163076#

There he links to the Buzzfeed article that originally sparked the idea for Excel it Forward:
http://www.buzzfeed.com/mjs538/26-random-acts-of-kindness

I saw this tweet on 12/21/12, which ironically enough was supposed to be “The End of the World” according to the Mayan calendar. Glad that didn’t happen.

My first thought was to hand out 26 Metrocards on the subway, and take a big group photo. But then I thought to myself “OK, that’d be nice, but where would it go from there?”

Something was missing

What if I found a way to be more systematic about it? Cause, you know, I’m a pretty systematic person. (*ahem* understatement of the century)

It would be particularly gnarly (in the good sense of course) to see exactly how the good deeds spread. I envisioned an Excel spreadsheet where I could see how many people I inspired to do good deeds, and then how many people those people inspired, and so on and so forth.

For the first time in human history, we would finally be able to visualize the ripple effect of acts of kindness, in real time.

Whoa.

That’s when things got exciting.

All I would need is a simple, non-obtrusive way to record the act of kindness

It would have been nice to record everything about the deed itself, but that would make the process prohibitively complicated. So, to narrow it down to its most essential elements, all I really needed was: who, when, where, what, and how.

  • Who? Do-Gooder ID, and Referred by ID
  • When? Timestamp (automatically recorded)
  • Where? Location (city, state, country, zip)
  • What? Good deed type
  • How? Good deed description

I also thought about including a picture, since it would be nice to see the deed in some way. After all, that’s how the #26acts was done as well. And you know what they say…

Why put off til next year what you can do today?

The interesting thing about Excel it Forward movement is that I didn’t think I’d be able to start it for at least a few years. I would say to myself:

“I have a lot of different projects going on right now.”

“I want to set the foundation and really get this right, so that when it takes off I’ll be completely ready for it.”

In other words…blah blah excuses blah.

Finally, after talking about it with several people, I decided to take the plunge on June 1st, 2013. I realized I would never be completely ready, and it would never be an ideal time, so why not seize the moment and go for it.

And go for it I did

I did not have a logo. I did not have a comprehensive system in place to record the good deeds. All I did have was a Google form with a few questions:
https://docs.google.com/forms/d/11UTG9ktmXSoVtdbu9nFhZwxaoCqaViTpzYhes_vUQsw/viewform

This linked to the following Google spreadsheet:
https://docs.google.com/spreadsheet/pub?key=0ArFM8myDQfP3dGFXa0J1blpVcktFS05QUUk5cXdkVmc&output=html

I also created a tumblr account, which seemed like a natural choice, because after all, tumblr is a microblogging platform.

My very first good deed was taping a $5 metrocard to an MTA vending machine: http://excelitforward.tumblr.com/post/51919639452/officially-completed-the-first-good-deed-of-the

After a few days of using the Google form, which was annoying to fill out on the spot, (and therefore made it less likely for anyone to actually follow through and perform the good deeds…myself included), I decided to streamline the process a bit.

I decided to use IFTTT.com, recommended to me by Achievement Architect Ari Meisel. IF This Then That simply automates things on the internet for you, based on the triggers you set. It’s actually quite simple, and remarkably powerful.

I searched high and low for a way to trigger an automatic action using twitter, but there was none to be found. Thankfully I was able to trigger the event using tumblr.

Here is a link to the recipes I use to make it happen:
https://ifttt.com/people/sheershir

Excel it Forward frequency

At first I was super dedicated to performing at least 1 good deed every day. And for 2.5 months I did just that. After about 2 months though, I began feeling anxious and stressed at the prospect of coming up with another good deed every day.

That’s when I had a conversation with maymay, where he helped me see that the stress was actually taking away from the genuine nature of the good deed itself. I was becoming more concerned about filling my quota than improving someone else’s life. As soon as that happened, it was defeating the entire purpose of Excel it Forward. Check out the bottom of this post for the unedited notes after my conversation with maymay.

I immediately lifted the requirement on myself to perform a good deed every single day, and allowed myself the flexibility to perform a good deed when the opportunity arose.

The benefit is that there is no more stress associated with it for me, and as a result each deed is more genuine, natural, and ultimately more helpful.

The back end system

Shockingly, at the time of this post I still don’t have a system in place to record other people’s good deeds. I thought of teaching other people how to set up their own tumblr and link it to their twitter, and google spreadsheet using IFTTT. That probably would be too many steps for most people though. Plus I would then have the problem of linking everyone’s disparate spreadsheets together.

After discussing it with Georges Janin the next logical step is to develop a system that captures the good deed using tools that people are already familiar with. The most obvious choice is Twitter. I am very close to creating a system that grabs the latest twitter activity for #excelitforward and adds a row in my spreadsheet with their username, timestamp, and the tweet itself (describing the deed).

As far as I see it, the moral of the story is that things don’t have to be perfect before trying them out and actually taking action. In fact, it’s better to just dive in and adjust as you go.

Wouldn’t you agree?

Final notes

As it stands now, the Excel it Forward website http://excelitforward.com just has the latest 20 deeds as a news feed, and a link to the Google spreadsheet. Eventually I’m going to give clear instructions for anyone to start performing and recording their good deeds.

In the meantime, what do you think of Excel it Forward? Conceptually, philosophically, logistically, I’m always looking for ways to improve. Thanks!

As promised, here are the unedited notes after my conversation with maymay on 8/14/13.

“There’s really no need to do a good deed every day, and by attempting to do so I am actually making the deeds come off as forced and disingenuous. Meitar gave me specific feedback on the “told someone they had a beautiful smile” and said that while he was sure my intention was good, it could have come off as a back handed compliment in a way. Instead of me complimenting someone, it was as if I was complimenting myself for complimenting them. I see that, and even felt something was off about it. But as I told him, and he knew anyway, this is very much a work in progress and I am still experimenting and adjusting constantly.

Then he told me the story of Cleveland Ohio and how the chain of good deeds led up to all the incredible things that happened to him in the past few weeks. They were all so seemingly random and magical, and had one of them not happened the way they did it wouldn’t have led to the next piece. He used the analogy of the Tetris Attack chain combos. You can’t have the last one without all the previous ones. And that’s also what makes the last one so impressive and powerful, is that everything had to be in place perfectly to lead up to that moment.

The real essence of excel it forward isn’t about measuring, he argued. And I agree, nobody cares about measuring good deeds (except for data nerds like me). If anything they feel inauthentic if they are doing it to get measured (and then praised later).

Instead, the focus must be on REMEMBERING the good deeds. Uncovering the stories behind the deeds, and seeing what led up to each one. Seeing how far the chain can go. The other thing he mentioned was the mindset and message is something like “look for good deeds and remain open to them throughout your day, and magical things will happen to you.”

If anything it’s very spiritual and all about the law of attraction and karma. It can’t be forced though, which is precisely what I was doing, and why I was having such a hard time with it lately. I knew it happened for a reason. Even the Hershey kisses idea wasn’t working. They were like “so what.”

Now the pressure is off, I can write about the entire process and evolution of the idea, and the real fun can begin.”

Constant And Never-ending Improvement (CANI)

For those of you who don’t know Tony Robbins, stop what you’re doing (yes, that means reading this post) and familiarize yourself with his body of work.

Great, now that that’s taken care of I can share how Tony Robbins helped start a chain reaction of self-tracking in my life.

It began with the power talk series. One of my former salsa students (back when they used to call me “Gringo Salsero”) whom I made a particularly strong connection with recommended that I invest in myself. He specifically recommended an interview that Tony Robbins had with marketing genius Jay Abraham and it has been one of the best investments I have made. Check out the Power Talk series specifically.

In “A Decision to Ensure Success” one of the concepts was that of CANI (Constant and Never-ending Improvement). To systematically and incrementally enhance the main areas of my life, so that when I look back in 6 months, or a year, I can see quantum leaps in my personal and professional growth. Brian Tracy talks about this concept as well, but he calls it the 1000% Formula, which is based on the Law of Incremental Improvement. In any event, the assignment at the end of the disc was to write down 3 things every day: what did I learn, improve, and enjoy?

At the time I was already using the CarbonFin Outliner app for iPhone and iPad. What better way to stay ridiculously organized than to record my daily CANI entries in outline form? Match made in heaven, right? I thought so too.

The day was August 2nd, 2011. Little did I know that I would begin a journey of self tracking that would result in a daily ritual of tracking 9 separate metrics (more to come on those in future posts).

What worked so well about this structure for me, was the fact that it was super simple, and completely NOT intimidating. Just record 3 things each day. I could have written 1-2 sentences for each, and been done in 90 seconds. As you might have guessed however, that’s not how it went down.

Since I live in Washington Heights, I have a rather long subway ride to get home. This has always been a blessing for me, since the subway is one of the most productive work spaces ever. Where’s your most productive space? Never thought about that before? Might want to start that conversation with yourself.

Instead of riding the subway home and being bored to tears, or passing the time with mindless games that do not add any value to my life (no offense Angry Birds, but what have you given me? Really?), I began writing 2-3 paragraphs for each. It was a perfect way to pass the time, and also served as my daily journal.

At first it was a little challenging to come up with something for each of the 3 questions, but I quickly realized that I was ALWAYS learning, improving, and enjoying myself. It was just a matter of identifying them. What’s more, the best part about this process was that I found myself going about my days actively seeking things to learn, improve, and enjoy.

Believe in the law of attraction? Yeah, it was kind of like that. Tony Robbins talks about it too. What you focus on, you become.

In the words of Charles Duhigg, writing down the answers to my 3 CANI questions was the “keystone habit.” The habit that started all my other habits, and made it easier to track other things about myself. I got so good in fact, that I adopted the habit of starting new habits. And if that doesn’t blow your mind…you should watch the movie Inception. Dreams within dreams within dreams…epic.

Once again, thank you Tony Robbins.

Thought I was going to finish this post without giving you a sample of my first CANI log entry?

I’m not that much of a tease 😉

8/2/11

Learn

Learned that I need to stay out all day and only return home with just enough time to wind down (maybe) eat, and pretty much go to bed. If I am home early and I’m tired, it doesn’t work out well because it’s too early to go to sleep, but I’m too tired to be productive.
Also learned to take airborne at the first sign of sickness (even if just a scratchy throat)

Improve

Improved the way I’m living my life by adopting and incorporating the philosophy of CANI into my daily routine.
Improved the Shir Consulting Process from Karl’s 7 or 11 step strategic process from his work PowerPoints.
Improved the way I delegate tasks at work. I gave Rachel the task of calling Verizon which saved me a lot of time.

Enjoy

Enjoyed hearing my boss say that I’ve done an excellent job and knowing that I am doing a phenomenal job at not only fixing the mistakes and bringing more value to the company, but also COMMUNICATING so amazingly well that he is overjoyed with the amount of value that I bring to him and his company.
Enjoyed starting CANI questions.