Maria Smith worked as a sales leader for Fortune 500 companies across three different industries, and now she helps leaders, employees, and organizations understand the science and benefits of goal-setting.
In this episode of The Leader Assistant Podcast, Maria talks about aligning your goals with your executive’s goals, balancing short-term and long-term goals, and the power of a shared vision between colleagues.
LEADERSHIP QUOTE
How are we supposed to lead meaningful lives, understand our ‘why’, and develop the roadmap for our purpose if we don’t take the time to go through the most crucial and vital process to achieving success, thus creating the vision for our future?
– Maria Maldonado Smith
CONNECT WITH MARIA
- Maria on LinkedIn
- Maria’s website – mmsconsultingfirm.com
- Maria on Instagram
- Maria’s YouTube Channel
- Creating the Vision Podcast
ABOUT MARIA
Maria Maldonado Smith is the Chief Empowerment Officer of MMS Consulting and creator of the Executive Vision Imagery program. After 18 years of award-winning success in the corporate space, working as a sales leader for Fortune 500 companies across three different industries, Maria brings her unparalleled combination of experience to her proprietary process and interactive trainings, helping companies understand the science and benefits of goal-setting for their employees. She equips leaders, employees and organizations to clearly define goals and create a roadmap to achieving them, which allows for better alignment with corporate culture, leading to increased productivity and profitability. Maria has served numerous national and international clients, including US House of Representatives, Disney and Paramount Studios.
Growing up as the daughter of an immigrant parent, goal-setting has always been a way of life for Maria. At age 9, she set goals to become the first college graduate in her family and to earn the title of Miss Kentucky. Maria graduated from the University of Kentucky with a degree in Political Science, won the title of Miss Kentucky and competed in Miss America in 2004. Her proprietary process has been an essential practice in achieving these goals and many more throughout her career and personal life.
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EPISODE TRANSCRIPT
00:00:00.380 –> 00:00:09.460
MARIA: Hi, my name is Maria Smith, and this is a quote, and I use this to start all of my workshops to get everyone in the right mindset.
00:00:10.420 –> 00:00:26.780
MARIA: And the quote is, How are we supposed to lead meaningful lives, understand our why, and develop the roadmap for our purpose if we don’t take the time to go through the most crucial and vital process to achieving success, thus creating the vision for our future?
00:00:33.068 –> 00:00:40.668
<v SPEAKER_3>The Leader Assistant Podcast exists to encourage and challenge assistants to become confident, game-changing leader assistants.
00:00:48.208 –> 00:00:48.408
JEREMY: You.
00:00:48.428 –> 00:00:50.985
JEREMY: Are you tasked with ordering food for your office?
00:00:51.765 –> 00:00:53.665
JEREMY: Let me tell you about Easy Cater.
00:00:54.365 –> 00:01:06.945
JEREMY: With over 100,000 restaurants to choose from nationwide and 24-7 customer support, Easy Cater helps assistants like you and me succeed at work and makes our lives easier.
00:01:07.525 –> 00:01:12.985
JEREMY: Visit easycater.com/leaderassistant to find out more.
00:01:13.965 –> 00:01:16.485
JEREMY: Hey friends, welcome to The Leader Assistant Podcast.
00:01:16.885 –> 00:01:21.365
JEREMY: It’s your host, Jeremy Burrows, and it’s episode 251.
00:01:21.785 –> 00:01:38.445
JEREMY: Be sure to check out the show notes for this episode at leaderassistant.com/251, leaderassistant.com/251 to check out all the links to my guests and their resources today.
00:01:38.445 –> 00:01:40.405
JEREMY: And my guest today is Maria Smith.
00:01:40.845 –> 00:01:48.625
JEREMY: Maria has worked as a sales leader for Fortune 500 companies across multiple industries.
00:01:48.805 –> 00:01:55.085
JEREMY: And now she helps employees and organizations understand the science and the benefits of goal setting.
00:01:55.425 –> 00:01:58.605
JEREMY: So I’m really excited to jump into this topic of goal setting today.
00:01:59.045 –> 00:02:03.905
JEREMY: But first, Maria, welcome to the show and tell us what part of the world you live in.
00:02:05.425 –> 00:02:06.285
MARIA: Thank you, Jeremy.
00:02:06.305 –> 00:02:07.505
MARIA: Thank you so much for having me.
00:02:07.505 –> 00:02:08.905
MARIA: I’m really excited to be here.
00:02:09.265 –> 00:02:13.605
MARIA: And I am coming to you from actually a very rainy South Florida right now.
00:02:13.625 –> 00:02:18.125
MARIA: So if you’ve been watching, yes, it’s, yeah.
00:02:18.425 –> 00:02:20.565
MARIA: Normally, it’s beautiful this time of year, so.
00:02:20.985 –> 00:02:26.585
JEREMY: Yeah, a little bit of a hurricane rain hitting your state right now.
00:02:27.545 –> 00:02:32.825
JEREMY: So what about personally, do you have kids, dogs, cats, all the above?
00:02:34.005 –> 00:02:35.125
<v SPEAKER_4>Also all of the above, yes.
00:02:35.865 –> 00:02:42.245
MARIA: So three kids, 16-year-old, she’s almost got her license, which is scary.
00:02:43.125 –> 00:02:45.965
MARIA: 14-year-old boy and a seven-year-old boy.
00:02:45.965 –> 00:02:47.665
<v SPEAKER_3>So girl, boy, boy.
00:02:47.685 –> 00:02:51.745
MARIA: And we have one, they range between elementary, middle and high school.
00:02:51.825 –> 00:02:53.925
MARIA: So we’re covering all bases these days.
00:02:54.725 –> 00:02:55.745
MARIA: It’s really hectic, yes.
00:02:56.365 –> 00:03:03.825
MARIA: But yeah, my husband and I have been together for almost 24 years and married 18 and a half.
00:03:04.465 –> 00:03:10.545
MARIA: And we have just bounced around through relocations for corporate opportunities over those 18 years.
00:03:10.565 –> 00:03:18.265
MARIA: So from Lexington, Kentucky originally, then moved to Atlanta, then Nashville, and now we reside in the Fort Lauderdale area of South Florida.
00:03:20.165 –> 00:03:22.765
JEREMY: And tell us about your first real job.
00:03:22.785 –> 00:03:23.905
JEREMY: What was your first real job?
00:03:24.885 –> 00:03:25.545
MARIA: Oh, gosh.
00:03:25.785 –> 00:03:31.185
MARIA: My first real job was working for the Kentucky Department of Agriculture.
00:03:31.205 –> 00:03:36.025
MARIA: I was a political science major, and I really thought that I was going to have a career in government.
00:03:36.845 –> 00:03:43.165
MARIA: And in what way, I wasn’t really sure, but I thought, well, I’m going to dip my toes in the water.
00:03:43.185 –> 00:03:44.505
MARIA: I’d interned in DC.
00:03:44.525 –> 00:03:48.745
MARIA: That turned into an opportunity for me to go work for the Kentucky Department of Agriculture.
00:03:48.745 –> 00:03:54.485
MARIA: So I did that until I actually was recruited and scooped up into corporate America.
00:03:56.605 –> 00:04:03.645
JEREMY: So then what was your journey through corporate America like?
00:04:03.665 –> 00:04:07.505
JEREMY: Were there certain industries that you enjoyed more than others?
00:04:07.685 –> 00:04:14.385
JEREMY: Were there certain departments or divisions that you enjoyed more than others that you kind of ended up spending most of your time in?
00:04:15.945 –> 00:04:20.545
MARIA: Well, my career really was all sales based.
00:04:21.105 –> 00:04:22.565
MARIA: I was pulled out.
00:04:23.045 –> 00:04:34.445
MARIA: I was actually selling a salsa brand for the Department of Agriculture because we had this partnership called Kentucky Proud, and it was farm-to-table, which a lot of states now have initiatives like that.
00:04:34.485 –> 00:04:40.045
MARIA: And so the idea was you wanted to promote your local farmers and food producers and shop local.
00:04:40.785 –> 00:04:52.865
MARIA: And a district sales manager for a pharmaceutical company, a major one, one of the ones that created one of the vaccines, so if that gives you any indication during the pandemic, and she scooped me up.
00:04:52.885 –> 00:04:54.765
MARIA: She said, you would be phenomenal in sales.
00:04:54.805 –> 00:04:58.045
MARIA: I’m like, what I really just I just really enjoy talking to people.
00:04:58.305 –> 00:04:59.885
MARIA: I loved presenting the material.
00:04:59.905 –> 00:05:01.065
MARIA: I just thought it was a lot of fun.
00:05:01.745 –> 00:05:08.925
MARIA: And so nine interviews later, I landed a job with that company and my career started.
00:05:08.945 –> 00:05:14.505
MARIA: I knew very early on that I wanted to work my way up the ladder.
00:05:15.125 –> 00:05:18.645
MARIA: I was enamored by the corporate structure.
00:05:19.145 –> 00:05:32.165
MARIA: And I think because I had never thought that that would be my path, when I got into it, I saw all these opportunities for leadership development, for sales management, for the opportunities that I could grow and develop myself as a person.
00:05:32.185 –> 00:05:34.965
MARIA: And I tried to take every opportunity that I could.
00:05:34.985 –> 00:05:38.405
MARIA: I ended up deciding to leave pharma after five years.
00:05:38.425 –> 00:05:45.445
MARIA: I was an early hand raiser for a severance package that was being offered because our divisions were being phased out.
00:05:45.465 –> 00:05:49.145
MARIA: This was almost 2011 at that point.
00:05:51.285 –> 00:05:57.605
MARIA: And it was post-recession economic turn down of end of 2008, 2009.
00:05:58.165 –> 00:06:06.285
MARIA: And I made it through another year and a half and said, just the constant turnover change.
00:06:08.265 –> 00:06:08.865
MARIA: It was a lot.
00:06:10.305 –> 00:06:11.285
MARIA: Yes, yes.
00:06:11.645 –> 00:06:15.485
MARIA: And I really wanted, I’m that weirdo that wanted longevity.
00:06:15.805 –> 00:06:21.305
MARIA: I wanted to, you know, now they say the average person changes jobs.
00:06:21.525 –> 00:06:24.545
MARIA: Well, pre-pandemic, it was five times in their career.
00:06:24.965 –> 00:06:32.265
MARIA: And now it’s about every two and a half to three years, people are hopping different positions for even making lateral moves for the potential to make more money.
00:06:32.685 –> 00:06:34.665
MARIA: So I didn’t want that, actually.
00:06:34.685 –> 00:06:42.245
MARIA: I wanted what my parents had, which were to be with our companies for, you know, 35 and 41 years respectively, and to really be loyal.
00:06:44.245 –> 00:07:05.405
MARIA: And so that was heartbreaking moment, but I spent it working for a former constitutional law professor of mine who actually now sits in Congress and fundraised for him and then pivoted right after that election was over and went back into the corporate space, was recruited to work for the company where I spent almost 11 years at.
00:07:07.045 –> 00:07:19.525
JEREMY: And so during your time in that, you know, maybe particularly in that company where you’re there for almost 11 years and you’re, looks like you’re a sales management position.
00:07:20.625 –> 00:07:34.725
JEREMY: Tell us about interacting with executive assistants, administrative assistants on your team or across departments, and what was your experience like working with assistants throughout your career?
00:07:35.745 –> 00:07:38.465
MARIA: There’s a lifeline, for one.
00:07:38.565 –> 00:07:46.425
MARIA: The dynamic of working for a large, large company is that the infrastructure is huge.
00:07:46.765 –> 00:07:50.005
MARIA: So you work in terms of regions and not smaller teams.
00:07:50.165 –> 00:07:57.325
MARIA: So you were communicating a lot with people who weren’t even in your region or your time zone in order to make certain things happen.
00:07:57.925 –> 00:08:03.605
MARIA: And so they were the ones who were turning the wheels and keeping them going.
00:08:03.905 –> 00:08:21.805
MARIA: They were the ones aligning everything that we needed and the patience and the understanding and the grace that they gave to us when everything from booking travel to turning your expense report three weeks later or you’re just understanding the corporate structure and needing guidance and assistance.
00:08:22.265 –> 00:08:31.545
MARIA: I think that’s the level of respect that I had for them because of all that they juggled at any one given time was massive.
00:08:32.965 –> 00:08:43.725
MARIA: They were also some of the folks that were planning large sales rallies and large events, like large scale events where thousands of people were going to be in attendance.
00:08:43.985 –> 00:08:57.745
MARIA: So on top of their daily tasks and items that they needed to accomplish to keep the business flowing, they then had added work of making sure that those events went off without a hitch.
00:08:59.165 –> 00:08:59.545
JEREMY: Awesome.
00:08:59.565 –> 00:09:06.225
JEREMY: So tell us about your transition from corporate America to what you’re doing now, and tell us a little bit about what you’re doing now.
00:09:07.805 –> 00:09:14.345
MARIA: So my transition from corporate to what I’m doing now was not expected, wasn’t something that I had planned.
00:09:14.845 –> 00:09:20.325
MARIA: Like I said from the beginning, I fully felt that I would spend the rest of my life in corporate.
00:09:20.445 –> 00:09:30.085
MARIA: I would climb that ladder all the way to the top or get to a place where I felt really comfortable and just really enjoyed and like dig in and build a career out from that structure.
00:09:30.365 –> 00:09:34.305
MARIA: I would say things started to change when we made our transition to the South Florida area.
00:09:34.725 –> 00:09:39.905
MARIA: I just noticed a shift in my overall perspective and my overall desire to stay in corporate.
00:09:40.385 –> 00:09:53.785
MARIA: And that all culminated in September of 2019, standing on a bridge in Scotland, visiting some friends and realizing I’m feeling this entire mindset shift to leave corporate.
00:09:54.065 –> 00:09:58.505
MARIA: My mind, my heart, everything in me is saying this isn’t my path anymore.
00:09:58.905 –> 00:10:05.045
MARIA: But like any smart person who goal sets, I wasn’t just going to rip that band-aid off and decide to leave.
00:10:05.245 –> 00:10:12.345
MARIA: I created a plan and MMS Consulting Firm was truly born out of the fact that I love helping people.
00:10:12.805 –> 00:10:23.525
MARIA: In my leadership roles, in sales, I loved pouring into people and understanding why they were there, what they wanted out of the job that they did every day.
00:10:25.325 –> 00:10:30.005
MARIA: 82% of employees feel motivated when their work is associated with a larger purpose.
00:10:30.405 –> 00:10:42.825
MARIA: So knowing that, I wanted them to feel that they were aligned with a larger purpose, not just accomplishing a goal for the company’s bottom line, but that they were collectively helping drive our team’s initiatives.
00:10:43.965 –> 00:11:01.365
MARIA: And so there was nothing, I would say that I knew that that’s what I was going to do, because that was something that just ever since I was eight years old, started goal setting, writing three goals down on a piece of paper, putting on a post-it note, it would stay there on my mirror till I was a senior in high school.
00:11:01.605 –> 00:11:06.605
MARIA: And those three goals were to become Miss Kentucky, you know, check, graduate college, check.
00:11:06.625 –> 00:11:09.725
MARIA: I’m, you know, daughter of an immigrant, first generation college graduate.
00:11:10.265 –> 00:11:14.305
MARIA: And then the third one was to become a United States Senator, which no, no.
00:11:16.025 –> 00:11:17.225
JEREMY: Change your mind on that one, huh?
00:11:17.485 –> 00:11:17.865
MARIA: I did.
00:11:17.885 –> 00:11:18.265
MARIA: I did.
00:11:18.285 –> 00:11:19.505
MARIA: And I use that as an example.
00:11:19.525 –> 00:11:27.705
MARIA: When I give workshops, I say this is this is the beauty of being able to evolve and change and grow and develop, because then you realize, no, no, no, I don’t want to do that anymore.
00:11:28.125 –> 00:11:32.685
MARIA: But I knew leaving that I would do something in people development.
00:11:33.345 –> 00:11:41.445
MARIA: And where I found my conversations leading with my team were them not feeling connected.
00:11:41.505 –> 00:11:43.365
MARIA: And I knew that I didn’t feel that way either.
00:11:43.385 –> 00:11:45.585
MARIA: At times, I felt extremely disconnected.
00:11:45.845 –> 00:11:49.885
MARIA: I would show up at work as one person and I would show up in my personal life as another.
00:11:50.345 –> 00:12:06.385
MARIA: I would say that even as an assistant, as an executive assistant, because you are working so much for someone else’s goals and dreams and their cause, it’s very easy to lose our identity in that person’s goals and dreams and cause and what they’re pushing.
00:12:07.225 –> 00:12:26.585
MARIA: So I wanted to build a business and an operation that strived to work to develop the whole person into their most authentic self so that they still got to drive their personal initiatives while supporting the goals of the company or organization or leader or CEO or entrepreneur, whoever they’re working for.
00:12:27.465 –> 00:12:28.365
JEREMY: Nice, nice.
00:12:28.385 –> 00:12:45.165
JEREMY: So what would your, like, if you meet somebody in, that was a great, great summary and kind of story of how you transitioned into that, but I’m just curious, if you meet somebody in the elevator and they ask, what do you do?
00:12:45.565 –> 00:12:47.165
JEREMY: What’s your like elevator pitch?
00:12:48.585 –> 00:13:04.465
MARIA: Yeah, I tell them that I build better and more cohesive teams and that I align people and build alignment, focus and purpose through the vision imagery process because that’s the other aspect of it.
00:13:04.485 –> 00:13:09.765
MARIA: And then typically when I mention vision imagery, they’re like, and so it opens us up to more conversation.
00:13:11.325 –> 00:13:11.905
JEREMY: I like that.
00:13:11.925 –> 00:13:12.665
JEREMY: I like that phrase.
00:13:12.685 –> 00:13:19.065
JEREMY: It’s definitely something that you don’t hear much or I don’t know if I’ve ever heard it.
00:13:19.085 –> 00:13:29.645
JEREMY: But you hear from assistants, I literally got a post yesterday in our community that said, hey, I’m trying to figure out what the heck to put down for my goals for 2024.
00:13:30.565 –> 00:13:33.725
JEREMY: So assistants are always thinking about like, well, what do I do?
00:13:33.745 –> 00:13:35.985
JEREMY: How do I quantify these goals?
00:13:36.005 –> 00:13:38.845
JEREMY: How do I track them?
00:13:39.585 –> 00:13:43.985
JEREMY: How do I set the, how do I line them with my executive’s goals and the company’s goals?
00:13:44.245 –> 00:13:45.045
JEREMY: I do so much.
00:13:46.085 –> 00:13:47.925
JEREMY: I’m a wild card for my executive.
00:13:47.945 –> 00:13:50.825
JEREMY: I do so much different, a variety of things.
00:13:51.425 –> 00:13:56.865
JEREMY: It’s hard to just sit down and simply write down even just three goals for the year.
00:13:56.905 –> 00:14:00.785
JEREMY: So that’s why we’re talking to you today, Maria, and we want help.
00:14:00.865 –> 00:14:01.485
JEREMY: We want help.
00:14:01.505 –> 00:14:02.925
JEREMY: The assistants of the world want help.
00:14:02.925 –> 00:14:19.045
JEREMY: So tell us a little bit about maybe step one even, just practically speaking, when we get to that blank survey form that says, what are your goals for 2024, Mr.
00:14:21.125 –> 00:14:21.685
JEREMY: or Mrs.
00:14:21.705 –> 00:14:22.445
JEREMY: Executive Assistant?
00:14:24.545 –> 00:14:25.725
JEREMY: What do we put in there?
00:14:25.845 –> 00:14:26.425
JEREMY: How do we start?
00:14:26.445 –> 00:14:26.525
JEREMY: Let’s start.
00:14:31.930 –> 00:14:34.510
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00:14:35.430 –> 00:14:43.130
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00:14:55.930 –> 00:14:58.350
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00:15:08.590 –> 00:15:12.930
MARIA: I have a five-step process that I take all participants of my workshop through.
00:15:13.790 –> 00:15:15.090
MARIA: We start with the word of the year.
00:15:15.430 –> 00:15:19.750
MARIA: So if you’re someone who’s never done that before, I highly encourage you to do that.
00:15:20.330 –> 00:15:31.330
MARIA: Everyone has some idea of how they want their year to go, whether that’s to be more focused, to be more aligned, to show strength, to have peace in their life, to find purpose.
00:15:32.190 –> 00:15:33.470
MARIA: There’s a myriad of words.
00:15:33.490 –> 00:15:39.550
MARIA: I always tell participants that Merriam-Webster’s dictionary is massive and they keep adding words to it.
00:15:39.570 –> 00:15:43.990
MARIA: So you have a plethora of opportunities and words to choose from.
00:15:44.390 –> 00:15:51.070
MARIA: Find a word that you want to become synonymous with the year that you want to have.
00:15:51.950 –> 00:15:53.390
MARIA: I’ll use an example.
00:15:53.870 –> 00:15:56.970
MARIA: My word of the year for 2023 was capitalize.
00:15:56.990 –> 00:15:58.870
MARIA: A lot of people are like, that’s interesting.
00:15:59.190 –> 00:16:02.470
MARIA: Because I get it, it’s love, peace, give, hope.
00:16:02.470 –> 00:16:03.670
MARIA: I’ve had all of those too.
00:16:03.970 –> 00:16:07.590
MARIA: I’ve done this for a really long time, so I’m trying to get even more creative.
00:16:07.850 –> 00:16:20.350
MARIA: But I start with that word because the meaning that I wanted, it was as I took my business to the next level, I wanted to capitalize on every relationship that I had, every networking opportunity, every person I met.
00:16:20.370 –> 00:16:25.950
MARIA: I wanted to capitalize on that potential for us to connect, collaborate or partner together.
00:16:26.810 –> 00:16:34.490
MARIA: And it also had financial implications as well, because I am now an entrepreneur, so I have to support my family.
00:16:34.490 –> 00:16:40.750
MARIA: I need to be able to pay bills and do all of the things to keep my business running and keep it profitable.
00:16:40.970 –> 00:16:43.710
MARIA: So there was a piece of that that was capitalizing on that too.
00:16:44.050 –> 00:16:46.990
MARIA: And then I wanted to just capitalize on little things that might come my way.
00:16:47.190 –> 00:16:52.910
MARIA: Capitalize on not wasting time and truly leaning into, how am I spending my time?
00:16:52.950 –> 00:16:57.470
MARIA: And so how do I maximize and capitalize on doing it in the best way possible?
00:16:58.130 –> 00:17:04.730
MARIA: Then the next step would be after you have come to your word, and I make suggestions too.
00:17:04.950 –> 00:17:09.790
MARIA: If you’re toying between a saying or a phrase or a couple of words, write them all down.
00:17:09.810 –> 00:17:10.910
MARIA: Write them all down.
00:17:11.050 –> 00:17:13.290
MARIA: You’re going to go through four more steps of the process.
00:17:13.650 –> 00:17:16.990
MARIA: The next one is the core values, because you have to truly know who you are.
00:17:17.030 –> 00:17:19.830
MARIA: It’s really hard for me to show up for someone else if I don’t know who I am.
00:17:20.610 –> 00:17:25.810
MARIA: I find that in corporate especially, we have a lot of misaligned folks, and it’s not their fault.
00:17:25.810 –> 00:17:27.050
MARIA: We’ve never been taught to do this.
00:17:27.070 –> 00:17:37.350
MARIA: We’ve never been taught to align our core values personally with the core values of the organization or the CEO or the person that we’re working for because they’re doing the work for us.
00:17:37.530 –> 00:17:41.610
MARIA: Sure, I’ll just attach myself to your core goals or your core values.
00:17:41.970 –> 00:17:44.350
MARIA: They could be the same, but you need to know that.
00:17:45.090 –> 00:17:46.390
MARIA: You need to really understand that.
00:17:46.950 –> 00:17:48.290
MARIA: And then the third is a mission statement.
00:17:48.530 –> 00:17:53.510
MARIA: You need to write a mission statement for your life because most organizations have mission statements.
00:17:53.750 –> 00:17:54.750
MARIA: We know what Nike’s is.
00:17:54.770 –> 00:17:55.570
MARIA: It’s just do it.
00:17:55.690 –> 00:18:02.350
MARIA: I mean, that’s more their slogan, their tagline, but that’s essentially their mission is they are pushing people to just do it.
00:18:02.370 –> 00:18:03.470
MARIA: Just go out and make it happen.
00:18:03.810 –> 00:18:05.450
MARIA: So what is your mission statement for life?
00:18:06.050 –> 00:18:18.870
MARIA: Mine is a few sentences long, and it incorporates some of the core values that I truly lean into, fostering deep connection, leaning into people and their passion, pouring into myself in that way as well.
00:18:19.690 –> 00:18:21.630
MARIA: And then next, we dive into the goals.
00:18:21.730 –> 00:18:29.410
MARIA: So once you’ve completed the first three steps, really the next three or next two really flow out of that, which is defining your core goals.
00:18:29.670 –> 00:18:38.050
MARIA: I break them down into three areas only because science, design, even media all tells us that three is really easy to metabolize.
00:18:38.290 –> 00:18:41.650
MARIA: Anything above that, our brain starts getting jumbled and overwhelmed.
00:18:42.850 –> 00:18:49.910
MARIA: That’s why when I meet with clients, either personally or in a workshop setting, and they say, I’ve got a to-do list a mile long.
00:18:50.190 –> 00:18:51.370
MARIA: Exactly, that’s your problem.
00:18:51.370 –> 00:18:52.630
MARIA: You have a to-do list a mile long.
00:18:52.730 –> 00:18:57.270
MARIA: We need to focus on bite-size manageable tasks every day in order to get to those goals.
00:18:57.630 –> 00:19:01.230
MARIA: So we pick some overarching goals, a personal goal, a professional goal.
00:19:01.570 –> 00:19:04.370
MARIA: The caveat to that is that you want to lean into who you are.
00:19:05.610 –> 00:19:09.710
MARIA: I don’t really need to know how you can be better for your boss or your manager.
00:19:10.570 –> 00:19:11.970
MARIA: Take an executive assistant.
00:19:12.290 –> 00:19:16.010
MARIA: What is going to help you be a better version of you as an executive assistant?
00:19:16.090 –> 00:19:24.590
MARIA: If you go into it with that mindset of, I’m not doing this for anyone else but me, I need to know what is going to make Maria a better Maria.
00:19:24.890 –> 00:19:28.890
MARIA: Because the byproduct of that is that I’m going to be better for whoever it is I work for.
00:19:29.170 –> 00:19:35.990
MARIA: Whoever I’m assisting, I’m going to be better for them because I am leaning into myself and I know more about who I am.
00:19:36.910 –> 00:19:38.930
MARIA: Then the same goes for the last goal.
00:19:38.950 –> 00:19:42.190
MARIA: So personal professional and then the last goal is a do the dang goal.
00:19:42.190 –> 00:19:43.090
MARIA: Everyone has one.
00:19:43.410 –> 00:19:45.010
MARIA: It’s the one thing we put off every year.
00:19:45.390 –> 00:19:47.430
MARIA: It’s the finally getting healthy.
00:19:47.430 –> 00:19:48.670
MARIA: It’s the running the marathon.
00:19:48.690 –> 00:19:49.950
MARIA: It’s the taking the trip.
00:19:49.950 –> 00:19:51.070
MARIA: It’s writing the book.
00:19:51.650 –> 00:19:52.330
MARIA: You name it.
00:19:52.570 –> 00:19:53.870
MARIA: For me, it was a podcast.
00:19:54.170 –> 00:19:57.270
MARIA: So I did the dang goal this year and I started the podcast.
00:19:57.350 –> 00:19:58.750
MARIA: I did it.
00:19:58.770 –> 00:20:02.070
MARIA: And next year, I already have that do the dang goal outlined.
00:20:04.110 –> 00:20:08.930
MARIA: And then the last thing is our goals are only as good as the systems and processes that we put in place.
00:20:09.030 –> 00:20:16.310
MARIA: So if we don’t have a strong firm foundation built on positive habits, then our goals are really just these lofty dreams and ideas.
00:20:16.790 –> 00:20:23.790
MARIA: So if you’re thinking about or you’re struggling with how to get started, start with some of the foundation, the basics.
00:20:24.050 –> 00:20:27.530
MARIA: How can you design a morning routine to set you up for success?
00:20:27.870 –> 00:20:30.410
MARIA: How can you design an evening routine to set you up for success?
00:20:30.810 –> 00:20:33.030
MARIA: And then start to layer on the pieces.
00:20:33.190 –> 00:20:38.350
MARIA: So think about it like you’re building a, I used to say a house, now I feel like a cake.
00:20:38.590 –> 00:20:39.370
MARIA: Sounds really good.
00:20:39.870 –> 00:20:42.130
MARIA: Just the holidays too.
00:20:42.290 –> 00:20:44.190
MARIA: And I’ve been indulging in all of the good sweets.
00:20:46.350 –> 00:20:47.970
JEREMY: My boy’s been watching Is It Cake?
00:20:49.090 –> 00:20:49.550
MARIA: Yes.
00:20:51.670 –> 00:20:52.050
JEREMY: Awesome.
00:20:52.070 –> 00:20:55.930
JEREMY: So then what about, let’s say, all right, that was a great process.
00:20:55.970 –> 00:20:57.330
JEREMY: Thank you for walking through that.
00:20:57.350 –> 00:21:01.510
JEREMY: What if we do that process and then we go to our executive?
00:21:02.530 –> 00:21:12.650
JEREMY: And there’s maybe it’s doesn’t seem, at least on the surface, it doesn’t seem like they’re in alignment with their goals.
00:21:13.170 –> 00:21:29.550
JEREMY: How do we, yeah, how do we mesh the two and merge the two and really get on the same page when it comes to, you know, a shared vision between our executive and ourselves?
00:21:31.250 –> 00:21:49.330
MARIA: This opens up the opportunity for that assertive communication and that advocacy in the workplace, because anytime we can be an advocate for ourselves and help our leaders understand that we’re people too, and we need personal development, we need that self-development as well, just as much as everything we’re pushing for them.
00:21:50.130 –> 00:21:55.590
MARIA: That becomes that conversation when we can stand firm and what it is we truly want to accomplish in our personal lives.
00:21:56.030 –> 00:21:57.770
MARIA: We actually seem, we’re more appealing.
00:21:58.010 –> 00:22:08.250
MARIA: People respect us more when we can advocate for that to say, this is what I want, and by doing this, I can actually help you accomplish what you want to accomplish.
00:22:08.550 –> 00:22:10.290
MARIA: Everyone wants to know what’s in it for them, right?
00:22:10.310 –> 00:22:12.170
MARIA: They teach us that in sales, it’s the with them.
00:22:12.530 –> 00:22:34.690
MARIA: So if I can now pitch myself to my leader and say, listen, if I lean into myself and I am the best, fullest, most awesome version, of me when I show up to work every day and I’m on fire because I am pouring into myself and building a person that I’m super proud of and knows what she stands for and knows how she wants to show up in her life.
00:22:35.170 –> 00:22:37.390
MARIA: Man, don’t you want that person working for you?
00:22:37.490 –> 00:22:47.610
MARIA: Because now when I go out and I talk about to you, I think I was listening to Kathy, Kathy Wrong, and she was talking about how she pitches or how she talks to other people.
00:22:47.830 –> 00:23:00.910
MARIA: And I thought it was really beautiful how she used the connections, the network, the collaborations to advance herself, how she created her own job description, to be honest.
00:23:00.930 –> 00:23:03.990
MARIA: She said, like, I’m just, there’s no chief of staff, but I’m going to figure it out.
00:23:04.290 –> 00:23:25.290
MARIA: And I thought that was really awesome because when we can do that, we can step outside of our own comfort zone, push beyond the limits of what we think our personal development should be, our goals should look like, and truly step into that fear, but address it in a way that we feel comfortable having those conversations.
00:23:25.290 –> 00:23:27.590
MARIA: It’s crazy what it can do.
00:23:27.790 –> 00:23:38.750
MARIA: But it really starts with that assertive communication and that advocacy, just advocating for yourself, defining what it is that you want, and then putting it back in their court to say, don’t you want that person?
00:23:38.750 –> 00:23:41.010
MARIA: Don’t you want that version of me to show up every day?
00:23:41.030 –> 00:23:42.450
MARIA: Because like, she’s awesome.
00:23:42.470 –> 00:23:43.590
MARIA: She’s going to be incredible.
00:23:44.090 –> 00:23:44.750
JEREMY: Right, right.
00:23:44.970 –> 00:23:47.890
JEREMY: Well, I love the, you know, the help me help you kind of side of it.
00:23:47.910 –> 00:23:53.470
JEREMY: It’s like, listen, like, I’m not just setting these goals because I think that they’re going to make me awesome.
00:23:53.990 –> 00:23:59.870
JEREMY: And, you know, I’m setting these goals because it’s going to set me up to succeed.
00:23:59.950 –> 00:24:03.450
JEREMY: And me succeeding is you succeeding.
00:24:04.190 –> 00:24:11.490
JEREMY: And, you know, you reaching your goals is part of, is frankly what my job is.
00:24:11.510 –> 00:24:14.250
JEREMY: I always like to say, you know, your goals are my goals.
00:24:15.330 –> 00:24:17.990
JEREMY: And so, yeah, well said.
00:24:18.030 –> 00:24:22.010
JEREMY: And for those curious, Kathy Wrong was on episode 248.
00:24:22.030 –> 00:24:28.810
JEREMY: You can check out my conversation with Kathy at leaderassistant.com/248.
00:24:30.010 –> 00:24:30.470
JEREMY: Awesome.
00:24:30.490 –> 00:24:36.930
JEREMY: Well, Maria, let’s get into a little bit of like, you know, long term and short term goals.
00:24:38.510 –> 00:24:46.630
JEREMY: And I know a lot of people, they have a lot of short term goals, and they’re just like, oh, I’m going to do this this week, I’m going to do this this month.
00:24:46.870 –> 00:24:55.730
JEREMY: And but they lose sight of the long term goals or oftentimes, they don’t even lose sight.
00:24:55.750 –> 00:25:02.930
JEREMY: They just they just fail on the long term goals because they’re just so focused on the here and now and the short term vision.
00:25:03.390 –> 00:25:11.450
JEREMY: So how do we balance long term and short term long term gets us overwhelmed at times.
00:25:11.470 –> 00:25:15.770
MARIA: And that’s why in corporate settings, a lot of times we do plan on a quarterly basis.
00:25:15.790 –> 00:25:18.750
MARIA: So we’ll take a goal three months, three months, three months.
00:25:19.190 –> 00:25:20.390
MARIA: I have private clients.
00:25:20.430 –> 00:25:25.150
MARIA: I have workshop participants who will come to me and even say, is it OK for me to do four vision boards?
00:25:25.170 –> 00:25:26.330
MARIA: Absolutely, you can.
00:25:26.350 –> 00:25:37.370
MARIA: If that’s how you there’s maybe so there’s no wrong way to do a vision board unless you just don’t do one and or and then you and then you make one and you it ends up in a drawer somewhere and you’ve forgotten about it.
00:25:37.390 –> 00:25:38.970
MARIA: So you got to put it in front of you every single day.
00:25:39.830 –> 00:25:41.810
MARIA: And so that’s how every workshop culminates.
00:25:42.290 –> 00:25:45.050
MARIA: But we write out the manageable tasks in between.
00:25:45.070 –> 00:25:48.170
MARIA: I think that’s the biggest disconnect that we have sometimes with our long term goals.
00:25:48.430 –> 00:25:56.570
MARIA: We’re not breaking down the milestones along the way to get there, because really that milestone that becomes a short term goal of that of that longer term goal.
00:25:56.930 –> 00:26:00.890
MARIA: Here’s an example of one that everyone is palatable and everyone can understand.
00:26:01.250 –> 00:26:03.350
MARIA: But running a marathon.
00:26:03.910 –> 00:26:04.950
MARIA: I’ve never run a marathon.
00:26:05.670 –> 00:26:06.130
JEREMY: Me neither.
00:26:06.130 –> 00:26:07.530
JEREMY: I don’t know if I ever will.
00:26:07.610 –> 00:26:13.050
MARIA: But if I were, I know I’m not going to show up and run five miles on the first day.
00:26:13.070 –> 00:26:21.270
MARIA: I’m going to run one mile and I’m going to chart that and I’m going to track my progress and I’m going to see, okay, great, I ran this one mile and it took me 12 minutes.
00:26:21.550 –> 00:26:25.570
MARIA: And the next time I run the mile, I run it in 11 minutes and I did a mile and a quarter.
00:26:25.970 –> 00:26:29.970
MARIA: And I’m slowly progressing towards that 92 percent.
00:26:29.990 –> 00:26:31.730
MARIA: We’re about to head into a new year, right?
00:26:31.950 –> 00:26:34.710
MARIA: So 92 percent of people fail their new year’s resolutions.
00:26:34.950 –> 00:26:36.890
MARIA: 62 percent give up in the first month.
00:26:37.150 –> 00:26:41.170
MARIA: The number one cited reason is overwhelmed because they throw, right?
00:26:41.190 –> 00:26:42.030
MARIA: We do the smorgasbord.
00:26:42.130 –> 00:26:45.770
MARIA: We throw all of our goals on one big platter and we’re like, yeah, I’m going to accomplish this.
00:26:45.790 –> 00:26:46.470
MARIA: I’m going to do that.
00:26:46.490 –> 00:26:51.890
MARIA: I’m going to do all of these things, not realizing that most of them are long-term goals.
00:26:52.450 –> 00:26:58.010
MARIA: They’re goals that are going to take you longer than 30, 60, 90 days, even 120.
00:26:58.370 –> 00:27:01.370
MARIA: So I’m a huge proponent of short-term goals.
00:27:01.530 –> 00:27:03.190
MARIA: I’m a huge proponent of long-term goals.
00:27:03.650 –> 00:27:06.230
MARIA: At the foundation of all of them are, are we building habits?
00:27:06.550 –> 00:27:17.010
MARIA: Are we building habits that are setting us up for success to accomplish the goal that just needs to be done in one week or the goal that also is going to take us through the entire year of 2024?
00:27:17.810 –> 00:27:21.010
MARIA: Well, we can start to outline it in that way and look at it.
00:27:21.930 –> 00:27:28.090
MARIA: It’s a process that I have with within my workshop, I talk about it, goal refinement, and it’s just refining the goal.
00:27:28.750 –> 00:27:30.330
MARIA: I’ll give you another example.
00:27:30.470 –> 00:27:34.910
MARIA: Oftentimes at the beginning of the year, and since we’re headed into a new year, this is just a great one.
00:27:35.310 –> 00:27:36.050
MARIA: I want to get healthy.
00:27:36.070 –> 00:27:41.710
MARIA: The problem is, is getting healthy is really broad and it also means something different to every person.
00:27:42.310 –> 00:27:45.130
MARIA: Getting healthy to one person could mean life or death.
00:27:45.430 –> 00:27:50.230
MARIA: It could mean if I don’t get my cholesterol down, I could have to go on a severe, significant medication.
00:27:50.230 –> 00:27:51.630
MARIA: I could potentially have to have surgery.
00:27:52.010 –> 00:27:55.090
MARIA: All of these things could happen if I don’t get healthy.
00:27:55.390 –> 00:28:10.410
MARIA: Another person could say, well, I want to get healthy because I want to go from a size, you know, 10 to a size 8 to fit back in those fun genes, or I want to increase my cardiovascular health so that I am in better shape to support my family.
00:28:10.630 –> 00:28:12.430
MARIA: It’s going to mean something different for all of us.
00:28:12.910 –> 00:28:17.110
MARIA: And so defining and understanding that is key.
00:28:17.830 –> 00:28:25.550
MARIA: Once you can understand exactly why it is you want to get healthy, then it becomes breaking that goal down and saying, okay, what do I need to do?
00:28:25.950 –> 00:28:28.890
MARIA: If I’m someone who just wants to get healthy, I’ll use myself.
00:28:29.210 –> 00:28:32.790
MARIA: I need to drink 64 to whatever, 75 ounces of water a day, right?
00:28:32.970 –> 00:28:35.250
MARIA: I need to have 20, 30 grams of protein per meal.
00:28:35.650 –> 00:28:41.190
MARIA: So those are the things, those are the actionable and manageable tasks on a daily basis that I can control and track.
00:28:42.930 –> 00:28:48.670
MARIA: Then I get through one whole week and now I’ve realized, oh, I’ve hit all of those target goals.
00:28:48.850 –> 00:28:50.690
MARIA: So now I’m on track to accomplishing this.
00:28:50.970 –> 00:28:56.650
MARIA: I can give myself a deadline or an end date, but health is something that’s pretty much that moving target, right?
00:28:56.670 –> 00:28:58.370
MARIA: We’re always going to be chasing that.
00:28:58.570 –> 00:29:02.810
MARIA: So what my goal is, is to instill habits that can carry me through.
00:29:02.830 –> 00:29:05.290
MARIA: I can go on vacations to have a fun time.
00:29:05.410 –> 00:29:10.430
MARIA: I come back home, I get right back into those habits because that’s truly what’s been setting me up for success.
00:29:11.130 –> 00:29:28.910
MARIA: So the long-term short-haul, feeling aligned or misaligned, it’s typically because we haven’t developed enough of a plan around how we’re going to get there, which typically means we haven’t built a strong foundation of positive habits to reinforce what it is we’re trying to achieve.
00:29:29.070 –> 00:29:30.730
MARIA: So the first time we have a hiccup, we give up.
00:29:32.250 –> 00:29:33.010
JEREMY: Yeah, that makes sense.
00:29:34.570 –> 00:29:35.930
JEREMY: Well, this is all great stuff.
00:29:36.130 –> 00:29:48.770
JEREMY: I just wanted to wrap up with maybe one, give you a chance to make your own billboard or 30-second Super Bowl commercial.
00:29:50.890 –> 00:30:07.070
JEREMY: What would be kind of the one thing that you, maybe it’s a practical tip, maybe it’s a scientific fact or whatever related to goal setting, that you want the assistance of the world to remember?
00:30:07.790 –> 00:30:09.870
JEREMY: Remember from our conversation.
00:30:11.890 –> 00:30:16.890
MARIA: So I want to change the world one vision board at a time.
00:30:16.910 –> 00:30:19.510
MARIA: And that starts with writing down our goals.
00:30:19.790 –> 00:30:24.270
MARIA: Less than 3% of Americans write their goals down, which is astounding.
00:30:24.690 –> 00:30:27.170
MARIA: Globally, that number is still less than 20%.
00:30:27.650 –> 00:30:36.630
MARIA: So if you, my pitch, my ask is, if you do anything for yourself, take the time to write your goals down.
00:30:36.930 –> 00:30:38.330
MARIA: You’ll be so glad that you did.
00:30:38.350 –> 00:30:45.810
MARIA: It will give you something on paper to attach an alignment, a focus, a drive.
00:30:45.830 –> 00:30:52.510
MARIA: It just keeps you engaged in who you are and what you are working to achieve.
00:30:52.850 –> 00:30:55.250
MARIA: We get one life and that’s it.
00:30:55.770 –> 00:31:08.810
MARIA: So I don’t want to get, and I hope I don’t think anyone else does, they don’t want to get to their deathbed and think, I wish I would have done this, or I wish I would have written that down so that I could focus on it every single day and make it happen.
00:31:08.830 –> 00:31:12.590
MARIA: Because I definitely don’t want that to be the end of my life.
00:31:12.610 –> 00:31:16.090
MARIA: I want to lie in my deathbed like I’m ready to go.
00:31:16.190 –> 00:31:17.850
MARIA: Take me, I’ve done everything I need to do.
00:31:18.390 –> 00:31:18.850
MARIA: I’m good.
00:31:18.870 –> 00:31:20.450
JEREMY: Awesome.
00:31:20.470 –> 00:31:21.410
JEREMY: Well, that’s a great tip.
00:31:21.430 –> 00:31:30.650
JEREMY: I actually, you know, it reminded me when I published my book a few years ago, I had my boys help me draw up a chart.
00:31:31.730 –> 00:31:35.570
JEREMY: And basically, I was keeping track of my first 100 book sales.
00:31:35.830 –> 00:31:40.570
JEREMY: And so I would, they would, they would help me, they’d fill in, every time I’d sell a book, they’d fill it in.
00:31:40.590 –> 00:31:45.650
JEREMY: So it was on the fridge and it, you know, it had the goal real big, you know, 100 on this end.
00:31:45.670 –> 00:31:47.410
JEREMY: And it was like a chart all the way across.
00:31:47.430 –> 00:31:51.990
JEREMY: And then there was a part, we had like prizes when I got every 10, every 10 I would sell.
00:31:52.010 –> 00:31:58.030
JEREMY: He’s like, oh, we get a piece of candy or, oh, we get to watch a movie or, you know, do something that we would do as a family.
00:31:58.050 –> 00:32:08.970
JEREMY: And it was so powerful for us to visually walk by that every day and see the progress and for them to see that, oh, you know, all this work that dad’s doing is actually going somewhere.
00:32:10.950 –> 00:32:11.990
JEREMY: So that was really powerful.
00:32:12.010 –> 00:32:22.990
JEREMY: And then there was actually a plugin that I had for a while where when I would open up a new tab in my browser, it would show me how many subscribers I had on my email list.
00:32:23.010 –> 00:32:27.890
JEREMY: And then it would show me the goal, which my goal was at the time was 10,000 email subscribers.
00:32:28.450 –> 00:32:31.630
JEREMY: And so like it would show how far I was from that goal.
00:32:32.050 –> 00:32:37.310
JEREMY: So every time I’d open a new tab to go to a different website, it would plop right in front of me and say, hey, this is your goal.
00:32:37.330 –> 00:32:38.150
JEREMY: This is where you’re at.
00:32:39.210 –> 00:32:54.070
JEREMY: So yeah, I’ve personally just wanted to share that I’ve personally seen it firsthand, how having it written down, having it in your face on a regular basis really, really drives you to work toward that goal.
00:32:54.250 –> 00:32:55.330
JEREMY: So, great tip.
00:32:55.350 –> 00:32:57.410
MARIA: Yes, yeah, there’s science behind it.
00:32:57.570 –> 00:33:04.850
MARIA: And I appreciate that you shared that you were celebrating your wins along the way, because that is so important and we don’t do that enough.
00:33:04.910 –> 00:33:08.610
MARIA: We think we’ve got to get to the end of that big goal, and then we can celebrate.
00:33:08.630 –> 00:33:11.530
MARIA: But really, we should be celebrating along the way.
00:33:11.550 –> 00:33:13.690
MARIA: So I love that you were creating those little moments.
00:33:13.710 –> 00:33:14.190
MARIA: That’s awesome.
00:33:14.210 –> 00:33:15.090
JEREMY: Awesome.
00:33:15.650 –> 00:33:17.690
JEREMY: Well, Maria, thank you again for being on the show.
00:33:17.710 –> 00:33:20.190
JEREMY: What’s the best place for people to reach out?
00:33:20.210 –> 00:33:26.810
JEREMY: And I’ll put all your other links and social media links and everything in the show notes at leaderassistant.com/251.
00:33:26.830 –> 00:33:30.470
JEREMY: But where’s one place that you want people listening to to go right now?
00:33:31.570 –> 00:33:34.130
MARIA: My website is mmsconsultingfirm.com.
00:33:34.150 –> 00:33:41.430
MARIA: That’s actually where if you’re interested in having your team do a workshop, I do them virtually, I do them in person, and they’re really fun.
00:33:41.830 –> 00:33:42.630
MARIA: They’re a lot of fun.
00:33:42.650 –> 00:33:50.770
MARIA: It’s a great team building activity to get to know yourself, get to know your team and get to to to align with the initiatives they’re working on in their personal and professional life.
00:33:51.570 –> 00:33:54.050
MARIA: So mmsconsultingfirm.com, you can also follow me.
00:33:54.450 –> 00:33:58.150
MARIA: I’m most active on Instagram and LinkedIn, those the two channels.
00:33:58.170 –> 00:34:00.190
MARIA: So I’m not a TikToker.
00:34:01.830 –> 00:34:02.550
MARIA: Maybe one day.
00:34:02.570 –> 00:34:04.050
MARIA: My 16-year-old is trying to make me one.
00:34:04.070 –> 00:34:04.670
JEREMY: But there you go.
00:34:04.690 –> 00:34:07.110
JEREMY: Write that down on your goal to be a TikToker someday.
00:34:07.470 –> 00:34:08.610
MARIA: Yes, that’s going on the board.
00:34:08.630 –> 00:34:10.310
JEREMY: Awesome.
00:34:10.330 –> 00:34:11.390
JEREMY: Well, thanks again, Maria.
00:34:11.670 –> 00:34:23.290
JEREMY: And those of you listening that want to check out Maria’s website and connect with her on LinkedIn and other social media sites, go to leaderassistant.com/251.
00:34:23.730 –> 00:34:24.390
JEREMY: Thank you, Maria.
00:34:24.410 –> 00:34:25.030
JEREMY: Appreciate it.
00:34:35.297 –> 00:34:37.817
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