But I love it. Oh, yeah. Thank you, Dan. So Amy Jinsu talks about the compass versus the clock. What comes first? The compass or the clock. Before one can truly manage our time, the clock, it's important to know where you are going, what your priorities and goals are, and in which direction you are headed. So that's our compass. Where you are headed is more important than how fast you are going. Rather than always focusing on what's urgent, learn to on what's really important. I know this feels personal for me because things move at a very quick pace. It can be common to try to move quickly, but also if you're moving quickly in the wrong direction, it doesn't actually bring us the results that we want. Today, we're going to have two activities that we'll do all together that really help us focus on our own personal compass. You can take this from the lens of a personal goal that you you have in your life, a professional goal. Really, it can be used in a myriad of ways. We'll help gain clarity on what it is, the direction that we want to take. This will allow you to set goals that really actually matter to you beyond the surface.

And I will say, too, we're not talking about short term goals for this quarter or next quarter. We're really talking about those longer term goals and aspirations that you have and want to set for yourself. A couple of ground rules and expectations. If you know us at the perk, really, we want you to be able to invest in this time and eliminate other distractions because you'll get really the most out of these activities. Give yourself the gift of this time. Feel free to stop me if you have questions. Engage and participate. There truly is no dumb or stupid question. I would love to hear your perspective. And be open-minded. Sometimes these activities bring up realizations that we haven't had in the past, or we might learn from someone else as well. We love this quote, Everyone has something to learn and everyone has something to teach. Even though I might be controlling the slides, I have the slides, not the answers, as one of our favorite people, Michelle Venturini says. Last, but not least, we want to help this be fun. We're throwing confetti for you virtually, and also hope that you can celebrate your sofa the steps that you're making along the way.

Let's dig in. So on today's agenda, we're going to first start with this concept of core feelings, which is how do we really get to that emotionally intelligent place when we are goal setting? Then we'll do some purpose quadrants which help us make this actionable and get clarity on what are we going to do once we know what brings us our core feelings. When we talk about core feelings, traditional goal setting often starts with we set these goals, we have metrics maybe or ways that we know that we're making progress, we try to accomplish the thing, and then we hope we feel good along the way and once we hit the goal. We like to flip this. Danielle Laporte says, Everything we do is driven by the desire to feel a certain way. Everything. You're not chasing the goal itself. You're chasing the feelings that you hope attaining the goal will give you. So knowing how you want to feel is the most potent clarity that you can have. And so that thought or that mindset allows us to really flip the script on our goal setting. And so instead, we're We're going to start with, let's get clear on how we want to feel, and then we will get clear on what are the things that make us feel this way and do those, and then you can feel fulfilled.

Instead of asking, what do I want to achieve at the very beginning, we're going to start with, how do I want to feel? This will help us become our best, most authentic versions of ourselves. So the first thing I'll invite you to do, I know we are all remote and on our Zoom screens, but I'd love to invite you, if you feel comfortable, to close your eyes. And I want you to visualize a time in your life where you felt exactly the way that you wanted to feel. Your heart was either full of joy, you felt proud, you felt confident. Many other things. You can feel it in your body, You are exactly where you are meant to be, and you were made for this. I want you to notice, where are you in this visualization? What are you doing here? Where do you feel these feelings in your body? What do you want more of? All right. As you are thinking about this, I want to invite you to open your eyes. My team has a link that they're going to drop in the chat. You can also, if you have a notebook or a journal, you can write some of the reflections that you noticed.

There's also a space in the Downloadable PDF link here, the Guidebook link. We recommend that you download it first to your computer or to your drive and then start to type in it because it will then allow you to save your notes as well. I want you to just take a couple of minutes and type out or write down, what did you notice in your visualization? How did you feel? What came up for you here?

If you move quickly and you would like additional info, you can also scroll to page 4 in that PDF and reflect. When you are at your absolute best, what emotions are really present for you? I know it can be a little small, but I have this feelings wheel, and we also have some example core feelings. If you want to select from the wheel or from the examples that we have, choose the emotions that you aspire to feel on a regular basis. Other questions you can ask yourself are, what do you want to feel more of in your daily life? What experience or moment in your life has made you feel most alive? Or even a recent challenge that you overcame. How did you feel during and then after the experience? As you are reflecting, I'd also love to hear if there are folks that want to share or write in the chat, what emotions do you want to choose? Gratitude. Thanks, Liz. I love gratitude, too. Excitement and connection, motivation. I love it. Joy. Yeah. Energy. Elegized, peace in my being. Exuberance, balanced, valued, proud. I love these. Just reading these is making me feel joy.

Content-free. Taylor. Are you willing to share more? I would love to know more about your content-free feeling or content. Is it content and free? Sometimes feeling content means we are free of online content, too. All of the above. Okay. Yeah. Thanks for sharing. Grounded? Mm-hmm. Yeah. On page 5 or in your journal, you can choose your top four. Choose the top four of those feelings. It's okay if they're really varied. We are complex humans, and so sometimes we feel many feelings at once, or we fluctuate, or there may be times when we want a different feeling than others. Alicia, my team, will one of you drop the link to the online guidebook for Alicia? And others? One more time, please. Oh, I'm sorry. I know how technical difficulties are. Thank Kaylyn. Yeah, Alicia, if you see that Guidebook link, we recommend you download it first, and then it allow you to type it directly into it and save your results, too. But you can also write directly in your journal if you really like handwritten notes, too. All right. As you are choosing your top four feelings, top three or four. The number is arbitrary, but you want it to be focused enough that you're not trying to go after 10 different feelings that can feel a little bit like a big big activity or it can be overwhelming.

What we want you to do is remember when you are setting goals or considering changes in your life, whatever that might be, a wonderful question to ask yourself is, in what ways will this choice create my core feelings? We had you choose four. We like core four. Think about when you start from how you want to feel, then you can ask yourself, how will the decisions I make support those feelings? Now, we're going to take that as a launching pad and start to put together your own action plan, your own purpose quadrants activity that helps you identify what you can do to really create those core feelings along the way and help identify what goals you might want to set. We know that from research, people are driven and really, truly want to feel some sense of purpose, and that purpose is really personal and it can really vary. But this idea that we're doing our highest and best work, that we're spending time on things that have meaning, and it's making a difference. With greater clarity on that purpose, we can use that in our core feelings to really hone in on the direction that our compass is telling We like to include the purpose equation.

Purpose is really a combination of your contributions in the world and your passions. Your contributions Contribution is what is your highest and best use? It's often the things that you do that provide the most value to your team, to your organization, could be to your family, your community. Then your passions are what bring you inspiration, enjoyment, excitement in your work. These are the things that you really like to invest your energy and time into. Another way to put it is your contributions are the value that you bring to your organization, your role, your community, whoever you're collaborating with, and your passion is the value add to you personally. It's internal and external. When we When you think about contribution, these are all about action, and passion is about the inspiration or the energy or the motivation that fuels that action. So with these two things combined, you can really hone in on working on your purpose, being in your purpose at any given time. On page 6 of the digital guidebook, we're going to start to make some lists. And I'm going to hold the space for three minutes I'm going to have you focus on the contribution list.

And I'd like you to write down everything that you see or that you've heard feedback about is your contribution to your organization, to your team, to your family, your community, What would my boss say? What would my direct report say? What might my spouse or my friends say? What would customers or clients think? What value do I bring to this industry? And And you can also, if you're feeling stumped, what things are often rewarded by your organization as well or valued? So I'll set the Timer. You spend some time answering these for your sofa just three minutes. I also like to highlight, this can be more than just, I run this report, but what's the value that the report brings?

I'm curious as folks are writing, what are you finding? What's coming easy here? Or what's more challenging?

I think for me, whenever I do this, stress, it's always like, I find, I think this happens for a lot of people, but it's hard to toot your own horn and say, what is my highest and my best use? Because a lot of the times we're focused on What could I be doing better or where am I maybe lacking in? And so I think that's what trips me up is, sometimes I'm just like, I don't know, is this my highest and best use? I think maybe it is. And so I like the idea of, what would my boss say? What would my direct report say? Of getting into their head? Because I think sometimes you can talk yourself out of your highest and your best use just because you have that self doubt or maybe that saboteur inner critic.

Yeah. Yeah. Thanks Steph for sharing. I also saw Leah, I think it was you, who said, I grouped a lot of things. So the larger umbrella seems like it was easier, like organization, but trying to get specific can be really tricky. I also... It's always a challenge to talk about myself, especially where we have been rewarded for being really humble. This is just a muscle that we don't always flex. This can be a really good reflection to do for yourself because you're not showing off for anyone else. You can just be really clear and just practice noticing what's the impact that you're making? All right, so the next... Sorry, I keep going backwards. Here we go. Next, you're going to spend three minutes on your passions list. Think about where do you want to spend time or invest your emotional energy? What are the things that you do that bring you more energy? You could get lost in it for hours in a good way, or it's really fun, you get excited about it. If you have a list of things to do, you're more likely to do this one first or really spend time there.

This could also be a place you want to learn more or you're really interested in. What do you love to do? Is there something that you And when you're doing it, you often feel your core feelings. You can go back to what brings you joy or what makes you feel proud, whatever you wrote there. It is definitely okay if you notice similarities or there are things that show up on both lists. So just a note there. Rachel also says, as you all are writing, Rachel also says, Challenge. As my worldview has gotten bigger, I struggle to differentiate my current highest and best use versus my aspiring highest and best use. That is a huge... Yes, that's a huge and great call out that We'll talk about this a little bit as we get more into this quadrant. But we're also growing humans, and sometimes the things that used to bring us our core feelings, we get tired of, we master it, and we're ready for something new. And so this is something you can repeat throughout your life to get a read on what's the next step or what do you really enjoy now versus three years ago.

I actually really like this. I've done this several times throughout my life, and things shift and flow. And so that's good, too. You don't always have to do just the one thing. We're going to spend one more minute.

If you have a lot on this list, this is not the last time that you can come back and revisit it. Feel free to keep adding to it if things come to you. Now this next step, you should have these two lists. One is the contribution the impact, the value you bring to your team, to your community, to your family, and then your passions, things that bring you joy, energy, make you feel your core feelings that you want to feel. I want you to compare them and put a star next to anything that does show up on both lists. This is helping us prioritize.

All right. Then as you are identifying the things that are on both lists, the next step is that you are going to scroll to the next page and you'll see the four quadrants. So your The first one in the top right corner is your prioritized quadrant. These are the things in your contributions list that have a star by them. These are the items or the tasks or the activities where you are bringing the most value, and it brings you personally energy, excitement, you love to do it. It's this is your sweet spot where you feel both things. I want you to write those or type those into that prioritize quadrant. What are people noticing as as you fill this prioritized quadrant out? For me, I noticed I had some things I was like, Oh. I also really like It brought up some ideas. I was like, Oh, I want to add this, too. If you're like, Oh, I want to add some things, that's okay. Anybody just show up hands or a thumbs up. Anybody have so much stuff in their prioritized quadrant, it's just overflowing. A couple of folks? Yeah. Anybody was like, Oh, there's less on here than I would like.

Yeah. Yeah. That was my experience, too, especially the first time I did it. Oh, Emily, yeah. I love seeing the things in this quadrant. It really fills my cup looking at this list. I love that. So now you might have worked ahead of us, but I want you to look at your contribution list and the things that don't have a star by them. They don't bring you the energy and the passion. You're going to write in that tolerate quadrant. These are the things you don't necessarily love about your job. You might be really good at them. They are things you do because you need to do them. For me, a lot of times this is like the executive functioning stuff, but it does make an impact. I see Calleigh, I feel really fortunate to be in a role in an organization where I get to overlap so much of my contributions and my passions I love that. That's great. Kaylyn said, yeah, she's finding it easier to have big grouping topics, but harder to get into the details a little bit. You're right, it does. It takes some reflection to break it down. Sometimes this can bring you questions you might want to ask of other people.

You can get perspective from other folks, too. Jen, what if it's in both, priority and tolerate? Can I ask you to share more?

Sure. There are things that I enjoy about the thing I put in my priority bucket, but there's also things that are part of the tolerate.

Maybe it's too broad of a statement, but there are elements that I do enjoy, and then there's things that are a slog. Sure. The way I like to think about it is sometimes we do the hard thing because it gets us a result we really love. And so maybe if you break it down to say the thing about it you really love, put that part, at least for now, in your prioritize quadrant and put the other part in your tolerate. Yes, because sometimes we do have things that we do because it has an amazing payoff, but the act of getting there is in the tolerate piece. If we could get to the other piece more, we might do that. All right. So these are the things that we know are important but don't exactly inspire or thrill us. Or like I mentioned earlier, maybe they used to inspire us, but we've outgrown them, or we now are a little bit bored with them. These things are important, but they still, if you do them too much, if the ratio is off, it can drain your energy. Another symptom that I notice is if I'm procrastinating more often on certain things than I used to, I'm like, Oh, there's something about this that shifted over time.

Then the next step is you're going to look at your passions list, those things that bring you the core feelings that you want, and you're going to find the items there that are starred. This is where you're going to write them in your elevate quadrant. This is the ideas, the activities, the interests, tasks that you love to do, but maybe you haven't found how to do more of them. Or maybe others in your organization or your community don't know yet that this is a superpower of yours, or we haven't connected the passion with the value. This is an opportunity where you can look at, how do I advocate for myself to be able to do more of this? How do I communicate the value that this brings? How do I elevate myself so that I have either a new role, new challenge, new area for professional development. This is the parts of your role that you love, but the value is still a little fuzzy or unclear to others. Or the ratio is you'd like to do more of these. These are awesome to bring up to your leader or to people that have the ability to help you do more of them.

This could signal tasks that maybe the organization doesn't need they know. Having this conversation with your manager, if you're working in an organization, can be really good in your one-to-ones to say, Hey, if there's an opportunity, how do I do more of these things or where could this fit in? All right. Then lastly, delegate. So now this is the fun part. Now you get to write down anything else that takes up a lot of your time that you spend time on that wasn't on either list. It's the and everything else. Task from your current role that are not on your lists. These are the things that you have an opportunity to either delegate to others, if you have the ability to outsource or hire, or you can automate it or eliminate it. Hopefully, this is any busy work. I think I also like to highlight that if you have a majority of your time spent in this quadrant, these are lower value than the other more valuable impact that you can make. They also don't produce energy for you. And so this can be a real red flag for it's the pathway to burnout if you're working too much in this quadrant.

And I I want to acknowledge, sometimes it feels great to just be able to check things off a checklist or to feel a temporary sense of relief. I did get some things done, but it is very temporary. You can dip in here if you need a brain break and it's like, Oh, I just checked some things off my checklist. But if that starts to overtake the time that you are working on things in your prioritize or your elevate quadrants, it's really important to notice and pay attention to that ratio. And one of the favorite activities that I love to do is once I have my purpose quadrants filled out, go to my calendar and color code things on my calendar or on my to-do list based on where they all, and it will bring you real insight into what your daily life is like and that ratio as well. I saw Sarah nodding. I'm curious. Can I invite you What did you notice about this? Okay, now I'm off mute. What a good tip to go through your calendar and look and see based on what's actually in there, see when you color code, what are you spending the most time on?

What an interesting way to get a visual of what actually is going on. I was like, oh, my gosh, I am totally doing that as soon as I get off this call. I love I love that. Yeah, I'm excited to hear how that goes for you. The first time I did it was eye-opening. Yeah, Christine. Oh, good to see you. Yeah, using calendar color coding really absolutely helps you gain insights. I love that. Leah wrote down everything she did yesterday in a notebook because she was so curious how she's actually spending her time. I love that. Wonderful. Okay, so I would love to hear from you, and you can write this in the guidebook as well, but what is sticking out to people most? Oh, by Sam. Great to see you. How does this information help you understand your current level of energy and motivation? I'm really good at holding the silence. You can also write it in the chat if you're feeling less inclined to share verbally. I was I'm hyping it up, but I was going to say schedule the tasks you don't like that are more challenging for you during your high energy times.

Love that, Bill. Yeah. I saw a great quote. I I think it was from... It's a little tertiary, but if anybody knows Reshma Saujani, she started Girls Who Code, and she's an author and speaker. She has an executive coach, and she said her coach really talked to her about, Instead of managing your time, manage your energy. I love that concept because you're right. If you know that you have an excess of energy, do the hard things that you must do when you have that bank to pull from. What else came up? Augusta said, It's a good reminder to spend a little more time figuring out a process to delegate. Christine, I've become more intentional about assessing how I'm feeling and how I'm planning, and these tools would be very helpful to utilize on a regular basis. Love that. Then the question that really brings us to is, okay, so now you have this insight into how you want to feel your feelings, the things on your to-do list, the actions that help bring you those feelings and your prioritize and elevate quadrants. Then what do you want to set a goal about based on what you know.

So you can make more goals for yourself, but I'd like for you to look at your prioritize quadrant and start with that because it's already where you have impact and value and you know that you love it. So what's one thing you will commit to in the next 30 days to prioritize this more often or move this forward?

And then just, Rachel had her hand raised a little bit I'm sorry, Rachel.

Yeah. So if you- Oh, that's- Oh, that's- Oh, that's- Rachel. Yeah. No, no, no. That's no problem. I just had a comment related to the last one, so I'm happy to throw it in the chat or talk about it. But basically, it was When we were talking about calendars, I noticed that I don't put anything in my tolerate column. It's a reminder that I don't put anything in there in my calendar. I only have it stacked for all the things which are usually calls like this one, where I'm doing the things that are in my priority box. So a nice little reminder that I should probably do that, even though I never want to do it. Yeah, I think that's a good point. It is It would be amazing if we lived in a world where all we had was the two boxes, elevate and prioritize. The reality being, yes, there are always going to be something in that tolerate quadrant and how you manage that you can be intentional about. But I also like, in my mind, I do this, or if I have it on a piece of paper, I will draw an arrow from left to right from the elevate to the prioritize quadrant.

So if this were a circle, you're hopefully being able to elevate more things to bring them into your prioritize. And then from your tolerate to your delegate, shift that arrow left so that the idea is that it can be a flow. And so you can evaluate and shift things around as you know more about yourself, know more about the tasks, and have opportunities to... We often say who, not how. Like, Maybe I don't need to be the one to do this, but I can bring somebody in or I can delegate to somebody where something in my delegate quadrant might be in their elevate quadrant. It's an opportunity that you're providing for them that will help them grow or that they really love. That also is a huge testament for when you have a really varied team and there's a lot of diversity, it can really benefit folks because we do this as a team at the perk. We're like, Hey, we have this task. Who loves this? And we're like, Oh, I had no idea. Cori might be really into this thing. And I'm like, Oh, thank God. Get it off my plate. The second goal that I don't have written here is if you would like to make a second goal, look at your elevate quadrant.

And what's one thing that you want to do to start to to build that value or advocate for yourself to do more of something in that quadrant? Oh, I love this. While you're doing that, Sarah asked, How often do we recommend completing this activity? I agree with Emily. Once a year could be really powerful. Or if you have a shift where you're feeling like you're stuck in a rut or you have a new opportunity, you take a new role, all of the above. It can be really good, too, to then reflect on the progress. How do you want to celebrate your progress and notice it? This is just a visual of what we've been talking about here. But yeah, purpose is truly dynamic. It's ever shifting. It's okay if things move around, and they can be surprising sometimes. The other question that we challenge you to is, in what ways, when you're setting goals, when you're considering life changes, career changes, ask not just, in what way will this choice create my core feelings, but also in what way will this choice allow me to operate in my current prioritized quadrant as much as I can.

All right. Congratulations. You all have made one or two goals for yourself and gotten, hopefully, a little bit more clarity on your core feelings and what you really want to bring into 2025 more frequently. Bill says, This reminds me a lot of the Eisenhower matrix. Yes. We love the Eisenhower matrix, too. It's nice because it's this reflection that you can do Both of them are really good. But it just takes it a little bit deeper for sure. I'm curious. We have a little time. I know some folks have a hard stop at 9: 30 or 10: 30. 30 or whatever time zone you're in, 30 minutes after. But what questions do you have? What's coming up for you as you do this exercise? Question? Yeah. I'm curious, Jess, if you are an employee in an organization and a lot If a lot of your passion isn't reflected in your day to day, how do you approach your manager with, How do I infuse more of this into my work? Or, How do I find opportunities in this organization that has more of this? I love that question because it's so real. I'm going to counter with a question, which is, when you think about bringing it up to your manager, what feelings does it bring up for you?

And it could vary from folks. But if you're willing to share, I'd love to hear. I'm more speaking in the hypothetical. Sure. Okay. But I imagine that someone would feel vulnerable or just unsure, putting themselves out there. Yeah. I think that's true, especially if we're not sure. We don't have a feeling of trust, where do I stand, or if I bring this up, will this ruffle feathers? It's important to also notice that feeling because it's giving you a sense of like, Oh, maybe there's an opportunity here to build a stronger relationship with my manager or get their perspective and feedback. You can start with a couple of questions. One One of them is, Hey, I did this activity that really brought me a lot of personal insight. Can we have a discussion about the alignment between my value that I bring, the impact, and what really brings me energy and see what appetite they have. Yeah, I love that language. That's a great, simple way of putting it. Thank you. Yeah, you're welcome. I'm curious, anybody else, you all are also experts, how would you approach that situation? Did I just nail it? Jess, I think you nailed it.

You nailed it. All right. Thanks, Christine. Yeah, and then Leah, I see your comment. You were recently promoted, so you're noticing you're straddling both roles still. I'm really glad to hear that that helps navigate next steps. I think that's also a real thing to mention is that sometimes it's hard, unless we really focus on it, to extract ourselves, especially if other people see us as an expert in an area. And so you get it sticky. You're like, oh, I was so great at this. But just because you're the fastest one to do it or you're the highest expert, doesn't necessarily mean that you have to do it forever. Some Conversations that I've had or that folks use include, how do I empower the person who's taking over this responsibility? Or what needs to be true in order for me to step away from this role or responsibility? Yeah. Thanks, Kelly. Rachel, big lesson in this for me. I learned I need to commit to the tolerate column more. I love that perspective. I've been chasing the delicious core feelings brought to me by the items in my prioritize column. I think that's beautiful. And also, I would say, I don't know.

I think that I hear that less frequently. But just having that clarity for yourself about, yeah, where do you want to focus and what needs to shift in the tetris of our approach. Yeah. What other insights or questions do folks have? Yeah. Thanks, Kaylyn. Well, wonderful. Well, we are here. We can stay for a few more minutes. If anybody wants to stay a little after, has more in-depth conversation that you'd like to have. But as you go forward, continue I'd love to reflect on in what ways will this, having clarity on your core feelings and purpose quadrants, impact you going forward? Uphold those goals that you set and check in on them periodically. I'd love to hear from folks, anybody that you'd like to throw confetti for in this virtual room or celebrate. I want to throw confetti for Edgar. It's good to see you. I know our time zones are really different, but Happy New Year. It's great to see you in person.

I'll jump in, Jess. I just love the folks who engage in the chat. I know sometimes it can be overwhelming to speak out loud in front of a group. So just being able to read the comments in the chat and see maybe the takeaways or some of the feelings, I think it does just... Or even questions, I think it does just help other participants to start thinking in different ways. So I know that engagement looks different for everybody. So I just appreciate, even if you don't feel comfortable speaking out loud, that you're engaging in the chat. So Confetti to everyone who did that today.

Yeah. Here's cheers. Yes. Thanks, Steph. All right. Well, if you have any other questions, you know where to find us. You can also continue to download this. If you are on our newsletter or you also will get an email after this session that has the link to this guidebook if you need it again. But yeah, we encourage you to share this with folks. Let them know what you heard, what you learned. This is great to use with a team, too. You all are amazing. Thanks for hanging out and providing your insight. And go forth and conquer.

See you next time, everybody.

Bye, everyone. Thank you. Yeah. Rachel, yeah, bring it.