A Letter Of Letting Go: leaving the BGI Team

The bulk of this post is a letter I wrote to the other members of a team I’d been on for years, but since it begins in the middle of things, I’ll lay out a bit of context here first. Feel free to skim it if you already know much of the context or just want to dive into the meatier part. (I say “meatier” in part because communication into a specific situation is often more evocative in general, and also because I was feeling quite inspired and in touch with new insight when I wrote the letter itself, compared to writing this backstory.)

In late 2016, I started working with my friend Benjamin Carr on some projects related to my intentionality app business, which was at the time known as Complice and is now known as Intend. We explored a few different projects, and the one that had the most staying power was a workshop series we started running, which was called the Goal-Crafting Intensive (GCI). The team was organized in a very loose way—we often decided how to split the profits we’d made after the workshops rather than before. It had a vibe of sort of a family business, reflective of the fact that Benjamin and I were living together when we started it, and that over the years as we tapped our romantic partners for help, they ended up taking on substantial roles on the team, although at first mostly not directly getting paid, for various reasons.

In a way, from my perspective, those early years saw us running mostly on vibes and implicit precedent, rather than on clear agreement, and that was satisfyingly flexible but also sometimes left unclarity about decisions. Benjamin and I mostly saw each other as equal cofounders/co-owners (though from an economic perspective he was a contractor working for me, and I controlled most of our non-financial resources as well, such as the websites). This was a bit confusing when we would sometimes try to use Peter Koenig’s Source model, which states very plainly that any initiative has exactly one person as its source.

One of the things that was messy about the situation is that it seemed pretty clear to me that I was the Source, in the sense of having taken the first risk and in the sense of continuing to feel a pretty strong sense of ownership over certain key aspects of the project… and yet by a few years in, I was also least excited about the project, which was a conundrum that was also kind of hard to acknowledge.

Anyway, in 2022, following multiple of those romantic relationships ending, we discerned that for the time being we were willing to keep working together, but that we needed to make things a bit more professional and formal, so we came up with an agreement for dividing the money we made from each workshop, based in part on the work of organizing each workshop session and in part on historical contributions. When Mary first took a sabbatical and then left the team in early 2023, the remaining team members continued giving her a small contribution in recognition of the role she played getting things off the ground.

In mid-2023, we found ourselves realizing that we wanted to overhaul the workshop content, and the overall framing of it, which we started calling the Beyond Goals Intensive (instead of the Goal-Crafting Intensive), to acknowledge that a lot of the approaches we were most excited about were no longer specifically oriented to goal-setting—although they continued to be based on getting clear about what you want in life. And, largely given my aforementioned lack of excitement, the other team members—Benjamin, Sarah, and Teresa—did most of the work on that (with me giving a bit of input).

We launched that for New Years 2024, and the conversations around money in the context of the overhaul led me to realize that I wanted out—and had sorta wanted out for awhile but was afraid to say it. But it was increasingly unignorable to me that I needed to reclaim my attention for other things and get more space from a work context that I’d started when I was at a different phase of my life. And on some level it was more obvious that there could be enough momentum without me to make it work. But my first attempts to instantiate this change were confusing and contradictory, and left things in a kind of stuck mess. I was simultaneously trying to create space and also trying to maintain control of various things such as how much I got paid for my past involvement and also some of the technical details.

Then, in the spring, I started reading The Surrender Experiment by Mickey Singer, and paying attention to a sensation I’m provisionally calling “going against the grain”… a kind of awful slog of a sensation, that life is fighting me every step of the way when I try to do something. Then the question is… what is the grain, and how do I let go of trying to fight it? And the letter below is the answer I got in this case, after months of waffling about what I was and wasn’t available for in relation to the transition process here. (I’m struck by how in the book, his practice of surrendering involves a lot of saying yes, and mine here involved saying no.)

I didn’t know how this would play out, but once I was willing to look at the scary feeling in my gut telling me that what I needed to do was to stop trying to control the situation, it was clearly the thing I needed to do. I’m sharing it now, with permission from its recipients, as part of telling our story and as a case study of an unusual way of doing business.

May 29th, 2024 – Malcolm letter to BGI team

Benjamin, Sarah, Teresa—

With apologies for the third—but final—Reverse Uno card…

I realized why my move in January didn’t liberate y’all the way that I’d hoped. In short: I was still trying to have a kind of control. Such a move might make sense for some other person or in some other context—I don’t know. But I can now tell that it’s not in integrity for me here. I wasn’t ready to see that in January, let alone say that. And I’m sorry for how janky that has made things for all of you, over the past months and the prior years. I was doing my best, and sometimes the results were kinda shit. And the control that I did have—via the technical skills and branding and other things—means that I had an asymmetrical role in things being janky, and an asymmetrical responsibility for making it not janky.

I sensed into things more this evening, in a conversation with my roommate Vincent. Lots of tributaries flowed into a new sense of vivid, sober clarity: notably a book I’ve been reading, a conversation with a friend in a similar situation, and the whole experience of our call today—which was so clearly draining for all of us. And, nervously at first but then with conviction, it became obvious that the move I need to make here to be in integrity is to completely let go.

I want to put our professional expectations of each other back to nothing.

I want y’all three to be totally free to do whatever makes sense to you: with the BGI content & brand, with its marketing, and most crucially, with the money you make from it going forward. More like how Mary left. (Some differences of course, which I’ll discuss below.)

» read the rest of this entry »

“Whose job is this?”

It occurs to me, in the shower, that a lot of my life is preoccupied by this question. It’s a good theme, for Malcolm Ocean. Whose job is this?

My “what if it were good tho?” YouTube series and website is about the role of design: how each day, people are pulling their hair trying to workably interface with systems, wasting hours of their life, and feeling stupid or ashamed because they can’t figure it out, when in many of these cases an extra couple of minutes’ thought on the part of the person who designed it or made it would have made the whole experience so smooth it would have gone as unnoticed as the operation of the differential gearing in your car that makes turns not result in wheels skipping on the ground as the outer one needs to travel further than the inner one. That guy just works! That problem is so solved most people never even realize it was ever a problem.

My app, Intend, is about the question of what you want to do with your life: about consciously choosing what your job is. It’s also about figuring out what to do right now, in light of the larger things you want to do, and differentiating something someone else wants you to do from something you want to do, so you don’t accidentally live somebody else’s vision for your life instead of yours. Moreover, it helps keep you from being saddled with dozens or hundreds of stale tasks merely because past-you vaguely thought they were a good idea or at least worth putting on a list.

My work in communication, trust, and the human meta-protocol, is about teasing apart the nuances of exactly who is responsible for what. Some of that has been focused around creating post-blame cultures, and I’ve recently come to a new impression that what blame is (aside from “the thing that comes before punishment”) that I could summarize as “a type of explanation for why something went wrong that assigns responsibility crudely rather than precisely and accurately-by-all-parties’-accounts”. In other words, it gets the “whose job is this?” question wrong, and people can tell.

My mum told me that as a kid I had a very keen sense for justice and injustice, and this feels related to how I think about the design stuff as well as other questions. My ethical journey over the last years has involved a lot of investigation of questions around what things are my job, and what things are not my job, and how to tell the difference. And how to catch my breath, and how to reconcile the fears I’ve had of not trying hard enough. And how to tell when the messages about how to be a good person are crazy.

“You had one job!”

As I said, my longstanding beef with bad design can be seen as frustration at designers and builders not doing their job. I say “builders” because some of them don’t even realize that part of their job includes design. My partner, Jess, just shared with me a perfect case study of this. She’d been having trouble getting her psych crisis non-profit registered for some California government thing, because the form needed her number from some other registration, but when she put in the number the form said it was invalid (with no further clues). She tried a different browser, tried a bunch of other numbers from the document that had the supposed number, called the people who had given her the number to make sure it was the right one given that it wasn’t super well-labeled, and I even tried poking at the javascript on the page to turn off the validation altogether, but nothing worked.

A couple weeks later she texted me:

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Exploring non-coercive marketing for my intentionality app business

My backstory & situation

About 10 years ago, I set a goal to not have to get a job when I graduated from university 3 years later. My rough plan was to start a small software business that made me enough money to live on so I could do whatever I wanted. It took me another year to actually start working on that goal, but I achieved it!

I built Intend (originally called Complice) an intentionality app that helps people set goals and work towards them each day even when what they need to do each day is very different. It’s based around the idea that regular inquiry into what you’re doing towards long-term goals makes a big difference in your ability to steer towards the futures you want.

After I hit ramen profitability, I grew the business a bit more, but it hit a plateau. While I never really decided to stop growing it, I don’t think it’s a coincidence that the growth stopped right around the threshold of wealth that I was used to as a kid growing up: definitely enough money for basic things and healthy food, but not like… extra. More concretely, about $50k in subscription revenue, with very little required work—the famous four-hour work week.

It’s hard to express how awesome this has been. I get to do weird illegible things like prototype a new cultural platform for humanity, without convincing anyone else that they’re worthwhile. I like to say that for something fairly highly rated, passive income is still underrated—at least for me. Some people feel the need to have external structure in their life in the form of a job, but not me. I like waking up every day and broadly doing what I feel like doing, or what seems to need doing based on my own personal assessment.

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Complice: Beyond Getting Things Done

Some years ago, I invented a new system for doing stuff, called Complice. I used to call it a “productivity app” before I realized that Complice is coming from a new paradigm that goes beyond “productivity”. Complice is about intentionality.

What is Complice?

Complice is a new approach to goal achievement, in the form of both a philosophy and a software system. Its aim is to create consistent, coherent, processes, for people to realize their goals, in two senses:

  • realize what their goals are
  • make their goals a reality

Virtually all to-do list software on the internet, whether it knows it or not, is based on the workflow and philosophy called GTD (David Allen’s “Getting Things Done”). Complice is different. It wasn’t created as a critique of GTD, but it’s easiest to describe it by contrasting it with this implicit default so many people are used to.

First, a one-sentence primer on the basic workflow in Complice:

  1. Clarify your goals: what matters to you on the timescale of months/years?
  2. Set intentions for today: how can your day be in service of your big-picture vision?
  3. Take action: work on what feels meaningful, whether the intentions you set or other emergent opportunities or challenges.
  4. Review, reflect, reorient: did you do what you set out to do? Is it actually moving the needle? Go to 2.

There’s a lot more to it, but this is the basic structure. Perhaps less obvious is what’s not part of the workflow. We’ll talk about some of that below, but that’s still all on the level of behavior though—the focus of this post is the paradigmatic differences of Complice, compared to GTD-based systems. These are:

  • choosing & doing, over organizing
  • goals as fundamental, rather than tasks
  • aliveness, instead of exhaustiveness
  • proactive, rather than reactive

Keep reading and we’ll explore each of them…

» read the rest of this entry »

Wtf is a deadline? Showtime, missing the bus, time walls, check-ins, &+

If this blog post contains only this paragraph and bullet list, it’s because it was showtime and this was all I’d written. The post is about distinguishing different kinds of things that are often all called “deadlines”. I really like showtime, and I liked the idea of writing being like a kind of showtime, although in practice this is quite hard to do for anything except an exam. I may schedule a time to write this post in full, but for now (Oct 4th) I’m simply writing this and scheduling a time when it’ll be published: noon on Wednesday, October 7th. If you’re reading this text (and only this text) before then, there was a bug with my schedule publish feature 😂

  • showtime – “however prepared we are, the audience is waiting”
  • deadline time wall – go/no-go – “I miss the bus” is the extreme case
  • check-in / estimate – may not be finished by this date, but I want to reorient
  • experiment end – try a thing for a bit, and then reflect on it

(Written the following day, in my personal journal, and added, at the time: Man, I’m excited for the blogging showtime! Fascinating that it took me this long. This is just making it true that something of mine will get published every so often, but not with any sense of commitment or whatever. The consequences are just the quality of whatever’s published. And I guess in that sense it really is a showtime. Hm… yeah, feeling that.)

Okay, here I am, 3h 11mins before the publish date. This is my performance over the next 3h. I’m not going to do this every time, but in this case I think there’s a beauty to simply leaving the above paragraphs there and continuing from them, as they function as a kind of teaser for the topic of the post.

This is a model that has been percolating in my system for years, and it was animated by 2 main questions, that didn’t obviously have any thing to do with each other:

  1. why, as a student, did I usually vastly prefer tests & exams over homework & projects?
  2. what does it mean (in the context of designing the Complice goal-tracking system) to put a date on something you intend to do?

The model, like posts I’ve written about habits, expectations, commitments & accountability, distractions, and explanations, is a model that takes a word and says “you thought this was one thing? this is actually 2 things, and it’s worth knowing the difference.” In this case, there are at least 4, maybe more things. But let’s start with the difference between tests & homework.

» read the rest of this entry »

“Systems vs Goals” is silly. Have both!

I don’t often pick fights, but when I do, I pick them on Twitter, apparently.

The Law of Viral Inaccuracy says that the most popular version of a meme is likely to be optimized for shareability, not accuracy to reality nor the intent of the original person saying it. On Twitter, this takes the form of people parroting short phrases as if everybody knows what words mean. One of the phrases I felt a need to critique is Dilbert creator Scott Adams’ “systems, not goals”.

This blog post is adapted from a tweetstorm I wrote.

The term “pre-success failure” from Scott Adams’ book is a gem. His related idea that you should have systems and not have goals is absurd. (have both!) Scott cites Olympic athletes as examples. 🤨

Take 3 guesses what goal an Olympic athlete has… 🥇🥈🥉

Systems don’t work without goals.

You need a goal in mind in order to choose or design what system to follow, and it’s literally impossible to evaluate whether a system is effective without something to compare it with. Implicitly, that’s a goal. (Scott Adams uses a somewhat narrower definition, but of course people just seeing his tiny quote don’t know that!)

We know certain Olympic athletes had good systems because they got the medals. They designed those systems to optimize for their athletic performance.

Lots of other Olympic athletes also had training systems, but their systems didn’t work as well—as measured by their goals.

I’m part of a team that runs a goal-setting workshop each year called the Goal-Crafting Intensive (where part of the craft is setting up systems) and the definition of goal that we use in that context is:

» read the rest of this entry »

Make an appointment with your saner self

Most people have had the experience of being able to articulate advice that they themselves do not follow, even though it applies to their situation as well. Usually this implies that there’s some sort of internal conflict present—a competing commitment that gets in the way of doing the thing that the person might consider reasonable. I have written much on transcending and untangling internal conflict (see these posts) and I will write much more.

But transcending internal conflict can be a lengthy, complex, and non-monotonic process, and in the meantime you’re still sitting around with a bunch of great advice you’re not taking. A bunch of untapped potential.

There’s a really straightforward technique that can help with this:

make an appointment with your saner self.

Put an event on your calendar, and treat it with the respect you’d give any other appointment. Which is to say: show up. Or, if for some reason it turns out you can’t, then reschedule for the nearest appropriate time.

Then, when the time comes, take your own advice. You can do this literally—consider what advice you’d give a friend in your situation, then do that—or you can just do the obvious thing. You can do this with specific object-level situations, eg “I need to get around to submitting that application” or with more abstract things like “I really should take more time to reflect on my life.”

Or perhaps you’ve got a technique that you know really helps you, whenever you do it, but you never seem to do it. “If I actually used the CFAR techniques, my life would be way better,” said almost every CFAR alumnus ever. Well, make an appointment with your saner self (the one who does the techniques) and then show up and do them.

Ways this can fail (and some suggestions)

Make sure you’re clear on what the appointment is. It’s okay to leave it open-ended when you make the appointment, but once the appointment starts, don’t take more than 5 minutes to figure out how you’re going to spend it. Or decide “I’m going to spend it prioritizing”. The key is not to let the time slip by while you wonder what the best way to spend it would be. Which of course you probably know on some level. The point of this technique is to tap into what you already know about how you can have a better life.

If you don’t have enough self-trust to show up for an appointment if there isn’t someone else who’ll be left stood-up, then make an appointment with someone else. Feel free to arrange this in the comments below. I’ve done this with strangers and also old friends I hadn’t talked to in years (which was cool!). I recommend just trying a half-hour skype call, with a minute or two of “Hi, this is what I’m going to work on,” then a 25-minute focused work period (aka “pomodoro”) then a minute or two of “Here’s how it went.” Then if both of you want, you can continue for more pomodoros, but you’re not committing up front to doing it for hours.

Even better, you can make a calendar where people can schedule such calls with you, using Calendly or youcanbook.me, share it with your friends, and then little sanity blocks will just automatically appear on your calendar. I did this for awhile and it was great. Each time a call occurred, I just asked “oh, what’s some thing I’ve been putting off?” and I would get started on it.

If you don’t have enough self-trust to show up for an appointment if there isn’t someone else who’ll be left stood-up, but you can’t/won’t schedule with someone else, then you could also try making a self-trust bet on this. Make sure to set a reminder so the thing doesn’t just slip by forgotten.

If you don’t have a calendar or any other system that you can rely on at all… get one? Assuming you have a smartphone, you can get it to bug you at a time. You then just need to (a) pick a time that you’re likely to be interruptible, and (b) when the timer goes off, actually shift into doing whatever it was you set out to do.

Let’s go meta: maybe you already knew about this sort of technique. Maybe you’ve done it before, or maybe you’ve suggested it to other people. Do you use it as much as you imagine would be optimal? If not, apply it to itself! Make an appointment right now with your saner self, and use the time to try to set up a regular event, or a youcanbook.me like I described above.

If the thing feels burdensome, then… this may not be the technique for you. You want to find a way of thinking about it so that you feel excited to spend time with (i.e. as) your saner self. If you can’t find a way to feel excited or at least engaged about it, then it’s not worth yelling at yourself about it. That defeats the point. Go read my post on self-referential motivation instead, and see if that helps.

Conceptual scaffolds and logistical scaffolds

For New Year’s last year, my business partner Benjamin and I ran an event called the Goal-Crafting Intensive. It was a five-hour online workshop on setting your goals for the year. Ostensibly, the main value of the workshop was the instruction: presentations I made about goal-setting & planning, a 23-page handbook, and chat-based coaching. Certainly, few people would have paid money for such an event if all three of those aspects had been absent.

And yet… I have a suspicion that the main value of the event was the fact that each participant carved out five hours from their schedule and then actually spent it focused on setting goals for the year.

Which is to say, if I imagine two people…

  • Allie buys the presentation videos and the handbook plus the ability to get some chat-based coaching.
  • Barry buys a ticket to “Open Goal Setting Afternoon” which is just a 5-hour solo-work context of some sort.

Who would have a more goal-directed year?

My money is on Barry.

Why? Our goal-setting content is actually quite good, but Allie would probably never actually open the handbook at all, let alone watch the videos. And even if she did, she would be likely to read it partway and then say, “Hmm yeah I really should do these exercises” …but still not actually do them.

Whereas Barry, who only has his own advice to take, is at least taking the time to do the best he knows how to do.

And that’s what counts. That’s why even though the Goal-Crafting Intensive is 5 hours long, only about 10-15 minutes of each hour is presentations. Then I mute my microphone, to give each participant the rest of the hour to focus on whatever seems most important to them—which could be the technique I just described, or it could be something totally different!

We’re running the Goal-Crafting Intensive again this year. So if you think your 2018 could be improved by taking 5 hours to set some goals and design some systems, then come join us on Dec 30, Jan 1, or Jan 7, and we’ll give you both good advice and time to take it.

Click this image to learn more about the 2018 goal-crafting intensive:

Get somewhere next year. "Most people overestimate what they can do in a day, and underestimate what they can do in a year."

How I Learned to Stop Hurrying and Fall In Love (with a project)

I’m flexing my blogging muscle again, for the first time in nearly 2 months. It feels a bit weird, and kinda nice. The break I took also feels both weird and nice.

There’s a trope or something about blogs where half of their posts are just the author apologizing for not posting more often. This isn’t going to be one of those—instead, my absence from this space is something that I want to reflect on, in a similar manner to my normal blog posts. How does it relate to my own growth? How does it relate to motivation? To metacognition?

This reflection ends up spanning 5 years and touching on a lot of what’s core to me (and what was core in the past). » read the rest of this entry »

Don’t get distracted and crash

About half a million people are injured each year from motor vehicle accidents involving a distracted driver. (This post isn’t actually about driving—we’re going to use driving as an analogy to understand something else.)

This article cites research to answer a bunch of FAQs about the dangers of talking on the phone while driving. One of these is:

Q: Is talking on the phone more distracting than talking to a passenger?

A: The cognitive workload for the driver is the same, according to Strayer. In his test, conversing with a passenger rated a 2.3 on the 1-to-5 scale; talking on a hand-held phone, a 2.4; and a hands-free phone, a 2.3. However, having another person in the car generally results in safer driving, because there’s often an extra set of eyes on the road. Also, passengers tend to stop talking when the demands of driving increase, Strayer says. “So passenger and cell conversations have different crash risks because the passenger helps out.”

There are a couple things going on here. One of them is that the passenger has more situational awareness: the phone-based conversational partner may not even know their counterpart is on the road, let alone any of the details. The passenger can observe not only the driver but also the state of the car and the surroundings. They may additionally be aware of the intended destination, and so on. The other main thing that’s going on is that the passenger is going the same place as the driver, in the same vehicle, so they have a natural built-in interest to help the drive go well. They have a shared intent, and aligned interests.

Now, if I’m on the phone with you while I’m driving, you (hopefully!) don’t want me to crash, but psychologically it’s very different from when you yourself are (a) at risk and (b) your hindbrain knows it.

So I think that there’s something important going on with both of these pieces: awareness and values.

Other hazards of distraction

If you get distracted while driving, you might get in an accident. If you get distracted while working, or otherwise pursuing some sort of goal, you might waste time and fail to achieve your aims. And as with driving, other people can totally be distracting.

Given that, what can we learn from the driving analogy, that might inform how and with whom we choose to relate?
» read the rest of this entry »

Needles you can’t move with your hand

What do you want? Great, go get it. Tomorrow, maybe.

This is better advice for some things than others. To use a trivial example, say you’re part of a business that involves selling directly to clients. And your goal is to grow sales by X% this year. Well, you can’t reach out and directly move the dial on how much product the company has sold. What you can do is make more sales calls. Just remember: what ultimately matters isn’t the number of calls but the annual sales.

Lead & Lag measures

The 4 Disciplines of Execution (great pdf summary here) calls this distinction “lead measures” vs “lag measures”. Lead measures are the ones that you can influence directly, in the short term. They tend to be relatively “instrumental“—not things you want intrinsically, so much as things you want because they help you get things you do want intrinstically. The lead measures that you choose for a given situation represent a belief you have about the best way to influence the lag measure. For the most part, you’d happily choose a different lead measure if you thought that’s what could get you closer to the goal.

Briefly, some examples that follow this pattern:

    • # of pushups done is a lead measure… max # of pushups you can do is a lag measure
    • caloric intake or other dietary numbers are lead measures… your weight / health is usually relatively laggy
    • hours studied is a lead measure… grades are a lag measure
    • number of people messaged on okcupid is a lead measure… actually getting dates or a relationship is a lag measure

» read the rest of this entry »

Fall sanely in love
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