Manager to CEO

Continual Learning and Deriving Inspiration as a Leader

Continual Learning & Deriving Inspiration as a Leader |

The journey from manager to CEO is not without its mindset challenges and self-doubts. You might be asking yourself, “Am I really qualified to be the CEO of anything?” Short answer: YES.

But growth doesn’t stop there. Becoming the CEO doesn’t mean you’ve reached the top, that you’ve plateaued, or that there isn’t more to learn.

Actually, it’s quite the opposite. Becoming the CEO means you’ll be able to hold more space for dreaming, for learning, and for pursuing those goals and dreams with your best foot forward.

I get it — educating yourself can feel more like a chore and can quickly become overwhelming. Even worse, it can seem unimportant. We put it off and put it off because it doesn’t seem as pressing as that large proposal you need to put together, right?

Education can feel overwhelming or unimportant, unless you change your mindset and make the decision to take education seriously and dig deep.

Honestly, it’s a decision you make — it’s either important or it’s not. It’s either a priority, or it’s not.

How to Filter and Organize Your Continual Learning

If you decide education and continual learning is a priority for you in life and in business, start searching for learning opportunities with intention to find the education that you know you can trust and will benefit you and your business.

Distance yourself from the noise and ask yourself these questions:

  • Where do you want to take your business in the next few months?

  • What knowledge do you lack to get yourself there?

  • What do you need to know in order to accomplish those goals?

  • How will you measure success in your education?

Validate your educational resources by asking yourself these questions:

  • Will their service, their content, further your brand in its mission or dilute the brand?

  • If you implemented their education, will you be closer to attaining your goals?

  • What exactly are you going to be learning from them?

  • How long will it take to learn what you need to learn from them? If you’re joining a course, challenge, or program — how long will it take to complete?

  • And what will you gain from learning from them?

Different Forms of Learning

Education comes in hundreds of different forms these days, so I get if choosing how you’d like to learn can be a bit overwhelming.

You have to find not only the best resources for what you’re looking to learn, but also find enjoyable ways to learn that work for you and your brain.

Below is a list of just a few of the most popular ways you can learn and find inspiration:

  • Listening to a podcast

  • Reading blog articles

  • Watching the Instagram stories of your CEO inspos and biz besties

  • Reading a good book (we highly recommend Brené Brown’s Dare to Lead!)

  • Taking an online course

  • Signing-up for free opt-ins

  • Investing in a mastermind

  • Attending conferences

  • Making use of digital learning centers (Udemy and Lynda are just a couple we love)

  • Checking to see if your library has a digital app that gives you access to even more eBooks and audiobooks

How to Make a Plan And Dive In

Dedicate yourself. Once you narrow down what areas you want to grow in and what resources you trust and believe in, go all in.

Plan time and schedule out. Make time in your schedule to dedicate yourself to your reading list, any programs you’re participating in, or completing an online course. For conferences, you will want to give yourself several months in advance to research the ones you want to attend and make plans to get yourself there.

Say yes or say no. Courses will pop up, compelling ebooks will find their way to your screen, a must-see webinar will convince you that you will die if you don’t watch it. Be intentional, take a breath, don’t get overwhelmed, and vet it! Say yes, it is a priority, and put it into your schedule. Or, say no, taking part in that thing or reading that thing is not a priority right now, and move on. Yes or no. No maybe.

Lastly, don’t do everything. I repeat: don’t do everything.

As you move from Manager to CEO, remember that before, there was likely no way you could possibly fit any more onto your plate. But now, as you move more and more into the CEO role, there is time.

Why is this something you should be excited about? Because you get to dream again! You get to go back to focusing on what truly inspires you and invest more time into learning so you can accomplish the dreams and goals you have for yourself and for your business.

Take a step as ceo:

If you’re ready to dig deep and make continuing to educate yourself a priority, we have written an ebook called Manager to CEO that will help you identify what’s holding you back as a manager and make an action plan to move forward toward CEO.

Are you ready to move from manager to CEO? SIgn up here.

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    The 3 Steps You Need to Take to Reframe Your Mindset & Pursue Growth

    3 Steps to Reframe Your Mindset and Pursue Growth |

    You know you need to do some deep mindset work in order to grow into the CEO, the leader, the friend, the spouse, the mom you’re meant to be, but where do you begin? Knowing there’s a gap between where you are and where you want to be is the first — and maybe the most important — step, but now it’s time to dig in and do the work.

    You’re ready, but how?

    How do you do the mindset work needed to reframe the limiting beliefs you adhere to with new truths that open you up to growth and further success?

    Understanding Your Mindset

    First, it’s important to realize that your mindset is an algorithm. It’s a set of beliefs we construct in order to help us manage input, initiate action, and execute decisions. It’s a set of rules for our thoughts and feelings that help us function and navigate life — and that’s a good thing!

    Mindsets can be both good and bad, limiting and freeing, restricting and liberating. They can exist in extremes — too constricting or too loose. They can be built on lies as well as truths. They can be motivating and challenging or placating and uninspiring.

    Ultimately, they can rule you and dictate your actions for you, or you can intentionally reconstruct them so you wield them for an intended purpose and make them work for you.

    In order to keep us “safe,” the default setting for our mindsets are safety, comfort, and clinging to what is known. Sure, this way of thinking and maneuvering through life will keep us comfortable, but it keeps us stuck in the same old place we’ve always been. And we all know we can’t grow that way.

    If we don’t do the mindset work needed to free ourselves and intentionally determine where we want to go, we will continually operate within a limiting mindset. We’ll stay in that comfort zone, never pushing past into the unknown where success lies. We will continually operate from a place of fear, scarcity, and desperate longing.

    Reframe Your Mindset

    Once we know what is at the core of our mindset, it’s much easier to understand how to take control of it. It’s no longer this mysterious force that controls us. We can control it.

    Here’s how to reframe your mindset and begin rewiring your thinking:

    First, you need to understand and develop the priorities and values that mean the most to you. The values that you live by and want to honor with your life. Doing this will establish your destination and where you want to ultimately take yourself in life and business.

    You can’t develop the roads you want to follow if you don’t first understand where you want to go! (tweet this!)

    Without doing this first step, we’ll continue to stay on those small, safe, local roads we know all too well. We’ll stay enslaved to our default mindset of comfort, never mapping out new roads to travel down.

    So, when we require growth (i.e. become CEO!), we’ll be faced with roadblock after roadblock, never truly going anywhere except in circles.

    So, take out your journal and answer these questions:

      1. What is your passion? What lights you up and puts a fire in your soul?

      2. What is your ultimate vision for your life right now? When you’re looking back and retelling the story of your life, what kind of journey does that story tell?

      3. And, what impact will you want that story to have had in this world? What purpose did your journey have? What mission, or missions, did you accomplish?

    Next, you’ll need to determine what has been holding you back from fully pursuing that mission and vision to the full. In what areas of your life do you keep going in circles, round and round? What beliefs are you holding onto that keep you doing the same old thing, the thing that simply isn’t working for you anymore?

    These are the limiting beliefs that currently constitute our mindset, and we need to break them down in order to rebuild a new, freeing mindset! Journal through these questions:

      1. What has been frustrating you lately?

      2. Where does that stem from?

      3. What version of you would you need to be in order to conquer that frustration?

      4. What lies have you been believing that are keeping you here on the comfortable side of growth?  

    Finally, you’ll need to rewrite those stories you’ve been telling yourself and pair them with the new truth you want to believe. Yes, you have the freedom to define your own truths, the rules you want your new algorithm to follow!

    Take each of the limiting beliefs you’ve been holding on to and ask yourself these questions about each one:

    1. How is this previously held belief holding me back?

    2. What new reality awaits on the other side of this old belief?

    3. What new belief do I want to tell myself in order to pursue my passion, mission, and vision?  

    Trust Your New Mindset

    Just reframing your mindset isn’t enough. There will be twists and turns down these new roads you’re traveling. The going will get tough, and at times you may lose your place on the map.

    Here are a few tips to help get you through those times:

    1. Trust your intuition. Let your internal force lead you — after all, it is what has gotten you this far!

    2. Lead with curiosity. Let the question of “what if” lead you. Follow the curiosity, the adventure, and the fun it brings!

    3. Remain consistent. At times you’ll be tempted to revert back to the old, comfortable beliefs you knew for so long. You may even question the validity of your new truths, but remain consistent in citing the mantras, speaking the truths, and believing in the future you're pursuing.

    4. Choose growth over stagnation. Don’t be afraid to continually rewrite the truths you use to frame your mindset. You’ll eventually outgrow the mindset you’re developing now and in order to continue to pursue growth, you’ll need to do this process again and again.

    Now, take action toward the future you!

    If you haven’t already, get out your journal and go back through this post and write through all of these prompts! Trust your internal force to lead you to construct the new mindsets you need to become the CEO you dream to be!


    Just kidding, but this will give you first dibs on our newest content.

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      How to Gain Clarity and Purpose: Revisit Your Business Plan

      How to Gain Clarity and Purpose: Revisit Your Business Plan |

      As we head deeper down our journeys of becoming our own CEO, we occasionally encounter seasons where we just feel… off. Decisions feel misaligned. Work feels like task-mastering. And we lose sight of our vision.

      We forget that we were the ones that paved this road, and we have the power and responsibility to look up, check in, and either course-correct or power on.

      This is why I recommend revisiting your business plan on a yearly, if not quarterly, basis. Your business plan is your guide, your Google Maps, (remember MapQuest, anyone?). Revisiting your business plan on a regular basis is your responsibility if you want to maintain clarity, focus, and purpose.

      Why a Business Plan?

      You might be thinking, “Ugh, a business plan? I got out of that corporate nonsense so I didn’t have to do stuffy work like this! I’m a creative! DON’T PUT ME IN YOUR BOX!”

      We are here to do things differently. With heart and passion, we make our own rules. We take traditional business planning and apply our mindset and heart to it.


      And trust me, I see you and hear you. We set out on this journey to do business differently, to forge our own paths, and to bust out of the 9-5, pantsuit-wearing, high-heel-clacking monotony. But, big business works and has worked for so long because they have proven ways of doing things.

      If you’ve been on this journey with us up to this point (if not, you can catch up here), you know we are here to do things differently.

      With heart and passion, we make our own rules. We take traditional business planning and apply our mindset and heart to it.

      Whether you’ve written a business plan or not, this is going to get you on track for a successful business by getting everything down on paper in one place.

      Why? For moments when you need to get back to center, when you need clarity and focus. When you bring on a team and you need documentation to teach them about the business. That’s the why behind why business plans work.

      To make this process a little more smooth for you, we’ve created some worksheets to help you outline this process as you work through these questions. Sign up below and we’ll email it to you!

        Making a Business Plan

        Business Overview : Who you are, what you offer, who you serve

        This is a general overview of your business and your business model. You can talk about you, your company, your general offerings and expertise, and the type(s) of clients you serve.

        Mission Statement : What you’re here to do and why, what promise and impact you make in the world

        You might think that mission statements are cheesy, but we recently went through this exercise as a leadership team and it’s POWERFUL. This is a chance for you to check in with your heart and soul.

        WHY did you start this business? WHAT is your purpose here? WHO are you impacting with this work? HOW are you going to continue to show up and serve?

        Core Values : The values your company holds are what steer the ship, what you fall back on, and for what you can be counted on

        Core values can be another “woo-woo” exercise, but it’s a chance to check in to your heart and the heart of your business.

        What are the things that you hold dear? What are the promises that you make to your clients? These are the hills you are willing to die on. These can be things like Integrity, Fun, Authenticity, Courage, Generosity, Luxury, Presence, Candor.

        Clients or Customers :  Who do you work with?

        You’ve heard terms like “ideal client” and “client avatar” before, but really, when it gets down to it, who are your dreamiest clients?

        The best way I’ve found to write about them is to think back to two or three of your best working relationships. Ask yourself these questions:

        • Who were they as people?

        • What did they do for a living?

        • What services did they buy from you?

        • What was so ideal about the relationship?

        • Did they pay on time, have great feedback, were they fun to be around?

        • What was the thing that made them dreamy?

        Business Organization + Team Members : Who is on your team, who do you turn to, what is your organizational structure?

        This is important for those of us with a team as well as solopreneurs. You still need to know the roles in your business you are filling and where gaps exist.

        You can start by making a list of everyone working for you, every role being filled, and even the software you use that works for you.

        There are a couple of ways you can organize these lists into visual maps:

        • A hierarchy showing the way that these roles and team members relate to each other. The “chain of command,” if you will. But really, it just shows who each person works with and reports to. This is how we have our business organization set up.

        • Another way is to name the functions of your business: leadership, sales, content, finances, customer service, etc. From there you can list out which team members, roles, or software support those business functions. This is a way to show who is supporting each main function of your business and perhaps find the gaps.

        Main Offerings : What are your offerings? Who are they for? What do they include? How much are they?

        It's time to lay it all out there. Let's get down every single offering that we offer to our clients. This can be the ones that are on your website or even the secret ones that you only offer your dreamiest clients.

        Not only do I want you to list out what you offer but detail what's included. How long is the engagement? How much does it cost? What are the payment terms that you offer for each package?

        A fun exercise while you are listing these out is to check in with your gut and probably your profit and loss statements to see which of these offerings you don't want to offer anymore or if you need to change anything about them.

        There might be something that you feel like clients want to see you or want to have from you but you don't love doing the task or it's not profitable for you to complete the project the way that you have it laid out. It will be a great exercise for you to figure out if what you're offering is in yours or your client’s best interest.

        Your Signature Process : What set processes do you take your clients through?

        If these have been living in your head for this long, this is the perfect time to document them.  You might feel like you don't have a signature process. You might think everything is different for each client.

        If that's actually true, sister, it's time for you to create a signature process. This is what it's going to set you apart and your industry and bring true and perceived value check your packages.

        You also have a way that you onboard clients, a way that you meet with them and walk them through a process, PDFs or documents that you share with them, proven processes, and methods that work.

        This is a place where you can and should set out these signature processes. For a while, I thought that we didn't have signature processes because we have so many packages. But the way that we are onboarding clients, get their project set up, strategize with them — all of that is a signature process we have mapped out.

        Marketing Plan :  How do you find clients? How and where are you sharing what you do?

        We aren't going to get crazy here, but what I want to know is where do you find your clients? How do they find you? What is your strategy and plan for finding those clients? What are the platforms where you share about your work?

        If you don't know where your clients are coming from, you should make that a part of your onboarding process. Ask them where they found you and how they heard about you.

        Note: If their responses are primarily referrals, you need to set up a marketing plan for when those referrals dry up!

        Finances :  How are you making money? Where does the money come from? How much of it do you need to keep the ship afloat? And how much do you need to turn your ship into a yacht?

        I know, nobody wants to talk about finances, but we all want to make money. So this is where we need to get real about what's working and what's not in our business.

        How are you making money and where is it coming from? How much money do you need to be bringing home? How much money do you need to keep the business afloat? How much money do you need to be setting aside to pay your taxes? What is your dream amount and how many packages or clients do you need to work with to reach that goal?

        Support System : Who do you turn to when you need support? When you have specific problems?

        Running a business isn’t for the faint of heart. You know that! We can’t and shouldn’t do it alone. We are better together than we are apart, so you need to find your support system.

        I couldn't do it without the support of my husband and family. My mastermind of like-minded business owners on a similar journey. My biz bestie that I connect with monthly (at least) to talk through things that are coming up, ways we can encourage each other, ways we can support each other. My leadership team who are just a Vox away.

        It’s important to know who you can call and it’s important to know that you are not alone — list them here!

        Goals : Where are you headed? What are your future plans?

        And now that we have all of that practical stuff down. It's time to get a little dreamy. I don't want you to be thinking about 5 or 10 years down the road, although we could start there. I want you to think about the next 6 to 12 months up to the next 18 months at most.

        What do you want to see happen in your business? What are the key indicators of growth and success for you? This is going to be different for everyone. For some it's going to be money in the bank, for some it's going to be a lot of followers on Instagram, and for others it's going to be the impact they're making with their clients.

        Take action:

        Okay, so you’ve made it through this blog and are (hopefully!) fired up and inspired to get your business plan documented. Remember to sign up for your worksheets at the form below. Now hop to it, sister! And when you’ve completed it, I’d love to see it - simply send an email to with the headline “I rocked my business plan!” and I’ll send you some love and support (and possibly a little She Can Coterie goodie)!