Insight 24-1: The Universal Blueprint for Achieving Goals

It’s so simple, sitting there in plain sight. I have seen this pattern play out in so many different parts of my life, from choosing a college to getting customers for my companies. Regardless of the complicated jargon that people put on it, the underlying strategy and steps remain remarkably consistent. This insight is that this universal blueprint is applied to nearly any endeavor in life or business. Here’s how it works:

A Process

This is a process. Some may call it a campaign, a funnel, or other like names.

  1. Define your objective (or goal, outcome, vision)
    • Start by clarifying and forming a clear idea of the outcome.
    • What are you promoting or pitching? What is the end goal you’re aiming for? What do you want to do?
  2. Gather list (or audience, colleges, things)
    • Identify who needs to hear your message or what needs to be determined. Collect a list of prospective things that meet specific criteria relevant to your objective.
  3. Qualify list
    • Not all prospects are created equal. Using a focused set of criteria, siphon out the prospects that most align to your objective. Sometimes, developing a ranking scale based on priority or a scoring mechanism can be helpful. This doesn’t have to be fancy or complex; the simpler, the better for everyone.
  4. Write your message
    • Draft, then redraft, then finalize your message to your qualified prospects. Leverage personalized or contextual information to enable the message to connect or catch the audience’s attention.
    • Have someone else read through your message before you click send. The message should contain a tailored message that speaks directly to your target’s needs and interests.
  5. Launch the process
    • With everything in place, it’s time to go live. Start your outreach via email, phone, or other way to transmit information.
    • Monitor the progress. Monitor the engagement you get with your messaging and qualified targets.
  6. Reflect and iterate to improve this process.
    • This could mean changing the qualification characteristics, the messaging content, or the entire objective.

That’s it. All kinds of “experts” will tell you their way of doing things is right in every single category of the market, but in reality, if you understand this process, each person is doing the same thing. The context is key.

Context of Goals

While the process may remain universal, the complexity of the goal may require more nuanced strategies than the steps above outline. Additional knowledge in a certain field may be required to set the criteria and evaluate the criteria against prospects. This knowledge may also require specific additional steps that support the goal.

Example – for choosing a college – simple

  • Define the campaign: Decide what you’re looking for in a college.
  • Gather your audience: Research institutions that align with your criteria.
  • Qualify your prospects: Narrow down to colleges that offer the programs and opportunities you need.
  • Craft your message: Prepare your application in a way that highlights your fit for the college.
  • Launch your campaign: Submit your applications and await responses.

Example – selling your business – more complicated

  1. Define the Goal: Decide on your desired outcome for selling your business, like the sale price and buyer profile.
  2. Gather Prospects: Identify potential buyers such as industry competitors or investors.
  3. Qualify Prospects: Narrow down to buyers who can meet your terms and have a good reputation.
  4. Craft Your Pitch: Prepare a compelling presentation or document highlighting your business’s value.
  5. Launch Campaign: Reach out to your qualified prospects to negotiate and finalize the sale.

Summary

Regardless of the complexity and the need to bring additional people on with specific knowledge to support with the process, internalizing these steps gives you power to achieve your goals. By understanding these basic steps and continuing to repeat them in different areas of your life, you will gain in productivity, creativity, and happiness (through achieving more and harder goals).

Struggling with AI’s in the Internet

I have been struggling to reconcile AI’s place in our lives and its existence threaded throughout the internet.

While the masses have been flocking to capture the free abundance creator of chatGPT, I’ve been hesitant and have been debating the pros and cons in close circles of friends.

After reading this article, it’s clear that I am not the only one concerned and conflicted. This is my view of the world:

  1. Technology evolves societies. The creation of the internet was a significant leapfrog for humanity, connecting people from near and far and creating a shared place in the world for humans to create things.
  2. Companies grew where people gathered. Focused on scale and growth, companies paid for elaborate experiences that attracted people to their spot on the internet, engaged them with interactions and human-to-human generated content, then made money.
  3. Growth was limited to people. Revenue was the north star. So companies chased the dollars, and dollars came from the masses, which meant that scalability was the most important quality of an internet company. Humans have limits, but with AI companies can scale infinitely faster and cheaper with AI-generated content, code, and agents. In theory, it makes sense.
  4. Everyone loves a good shortcut. The problem simply is that not everyone who generates blogs, code, or anything else on the internet is ACTUALLY trained to do that. We all take shortcuts. For example, most people who write blogs are not trained as journalists. What that means is they cut corners to create content and don’t check every detail for accuracy.
  5. Trash in and trash out. Compounded on this then is that AI-systems including google’s baird and openAI’s chatgpt are trained on this inaccurate human-generated content and jumbled together with “their” understanding of the context, the output of the machine fluent, readable content that seems real enough, but is actually subtly wrong.
  6. Invisible defects. An average internet user can’t tell the difference between reading something accurate or inaccurate. Also, they can’t decipher if the content was written by a human or a machine.
  7. Misinformation mania. This results in the new reality of low-quality, inaccurate content (i.e. misinformation). Humans act on what they consume, and unfortunately, that content they consume has a high chance of being wrong.
  8. It’s not their fault. People don’t know what they don’t know. The average internet user wants to solve their problem so they search. Yet without them knowing the validity of the information this inherent trust leads to significant risk for society.

I can’t say I am surprised that we have arrived here, but I am worried about where we are headed. It seems like the entire internet as we know it is crumbling before our feet.

There is a significant shift in how we create and I believe in the value that generative AI and AI has to support humanity, yet the “new web” is struggling to find itself and figure out who it wants to be when it grows up.

The Jewish Community: How Institutions Failed its Members

The Jewish community has a long and rich history, and its members have endured many challenges and triumphs. However, today, the strength of this community finds itself at a crossroads, struggling to maintain its unity and identity.

Why is this happening? It’s actually very simple: the institutions failed their members.

For any person, it’s natural for their friends to come and go. Sometimes, you have friends for life from childhood into adulthood, then other times you have friends at certain parts of your life like in college or in your 20s. As you grow up, your relationships change, and your need for connection shifts with life events. Similarly, religious movements such as the union for reform Judaism or the conservative movement, are the same way.

However, the problem arises when a person wants to have a friend, and the friend isn’t there. When a person is seeking guidance, support, and unity from a Jewish institution they once relied on now finds them lacking, that person becomes disillusioned, disconnected, and isolated.

This disconnect is not limited to any one aspect of the community. Rather, it’s a widespread problem that affects all areas of Jewish life. The institutions that were once the backbone of an individual’s life – synagogues, schools, camps, youth groups – have failed to adapt to changing times and changing needs of their members, and in doing so, have failed their members.

For example, many synagogues continue to operate as they did decades ago, with rigid schedules and limited programming that doesn’t appeal to younger generations. This leaves younger members feeling alienated and disinterested in participating in synagogue life.

Similarly, Jewish schools often teach outdated curricula and lack the resources necessary to provide a modern education. This has led to a decline in enrollment and a decrease in the quality of Jewish education.

Organizations that were once the backbone of the community have also struggled to remain relevant. Many of them focus on maintaining the status quo instead of addressing the changing needs of the community.

So, what’s the solution? It starts with acknowledging that the institutions have failed and need to change. We need to encourage innovation and creativity in Jewish life and provide resources for individuals and organizations to experiment with new ideas.

We need to focus on building a community that is inclusive, welcoming, and responsive to the needs of its members. We need to invest in education, both formal and informal, and ensure that it is relevant to the challenges facing Jewish life today.

Finally, we need to create opportunities for community members to connect with each other and build relationships. This can happen through community-wide events, social gatherings, and mentorship programs.

In conclusion, the Jewish community is facing a critical moment in its history. It’s time for us to take a hard look at the institutions that have served us in the past and recognize where they have failed. Only then can we begin to build a stronger, more vibrant Jewish community for the future.

What I have learned and realized about working with startup advisors, consultants and firms 

You know what you are good at, what you like to do, and what you can learn to do. But there are many skills that you don’t have and you know you need them to accomplish your goals. This is where you identify these areas, then go out and find other people or companies to fill in your gaps. The process of doing this and doing it well has been a learning journey.

I have learned a lot while running CareBand and other ventures. Not only about working with people and partnering with companies but with how people work and the world works.

My fascination with Plato and Aristotle

There is a lot to be discovered still about the brain, how and why it functions the way it does. Yet, I find something incredibly magical, almost undescribable, about how it produces ideas, thoughts, and insights that we have daily – some new and some old.

Every person on earth goes through life in a trillion different ways and circumstances. Throughout our lives, we take information through our senses, processing that information, and coming up with inferences and patterns that we formulate and express verbally or in writing. We start as naive individuals born to an unknown world in a unique period and grow into wise collective communities of worldly and intellectual people.

Life’s journey is wonderful, yet what captures and pokes at my curiosity most is how a thought or realization that I have today about our lives, relationships, and culture may not be new or as revolutionary as I anticipated. That thought may have been discussed and debated thousands of years ago and resulted in the same output as I thought today.

Over the last 2400 years, our world has changed in radical permutations. Yet the central concepts of how we operate individually, together, and in the community remain unchanged.

There most likely were other people before Plato and Aristotle, yet these two Greek philosophers are the most decorated and discussed. Their ideas and insights are central to our lives today.

Who were they?

Plato was a typical, carefree player from a wealthy family in Athens. He was stuck in his beliefs until he met a man named Socrates. Socrates taught him that the best way to live life was through rational contemplation, which leads to wisdom. This was the most rewarding life one could live.

Plato went on to teach his students that we are all part of something higher, a transcendent reality – though we only see a very small part of it during our time. Yet this reality unites us all into a single harmonious whole. Plato said, “want to crawl out of the cave of darkness and ignorance, and walk in the light of the truth.”

However, Plato’s most intelligent student has a completely different perspective. Aristotle was raised in a family of Greek physicians and learned early the importance of observation and experience. When he disagreed with Plato, he would say, “We don’t live in a cave; we live in reality” and “facts are the starting point of all knowledge.” Aristotle’s view is that we acquire knowledge through logical and methodical discovery of the world around us – piecing together facts to form a clear understanding.

Their differences were clear:

AristotlePlato
How does it work?Why does it exist at all?
How do you fit into the world that already exists?What do you want your world to be?
Wake up and smell the coffee.What’s your dream?

Two vastly different world views

These two had two vastly different world views, yet their insights still matter today. Here are some examples

  • According to Plato, every human soul has a natural desire to discover higher levels of truth that will improve our lives and the world around us.
  • Aristotle believed that the light of truth is found in the material world. He encouraged people to find their place in it and understand it. This made him the father of Western science since he wrote books discussing different fields such as biology, physics, astronomy, and psychology. Furthermore, Aristotle was known for his logical, linear thinking, which contrasted with Plato’s belief in intuitive leaps of imagination.
  • Aristotle is the godfather of today’s Internet, entrepreneurial start-ups, and e-commerce. In his book Politics, he wrote that the entire purpose of the society is to enable each person “to attain a higher and better life by the mutual exchange of their different services.” On the other hand, Plato speaks more to those who want to protect the planet, people who see the Big Picture and want to “think globally, act locally.”
  • Plato and Aristotle also play a role in our relationships. Oftentimes, we are more compatible with someone who balances out our inner Plato or Aristotle than with someone who shares some of the same interests.
  • The long-lasting battle between these two ways of viewing the world has appeared throughout the entire history of Western civilization. It also plays a role in ourselves. This inner struggle between our spiritual and creative side versus our logical and material side causes this tension daily in everything we do.

They were right about so many things in our world. They were not perfect in their output, yet the ideas and insights they contemplated align pretty well with our “modern” society.

While I will continue to have thoughts and realizations about my life experience, I am encouraged by their similarities in my thinking. Revisiting the outputs of these great thinkers and philosophers gives me confidence in our society to grow wiser while not losing touch with the material facts of logic.

Ideas Log

Since childhood, I have always been good at seeing problems and coming up with ideas.

I don’t know when I started, but for years now, I have had this practice. Whenever an idea pops into my head, no matter how small or large, I write it down in a journal or on any scrap paper I can find. I add the date and sometimes even draw a picture.

More often than not, if I allow my brain some free time to contemplate an idea, it’ll come up with a full-fledged product or solution. My brain obsessively runs through the problems in these situations and generates solutions independently. It will bother me all night if I don’t write the idea down immediately. This happens most frequently: 

-When I am in bed trying to fall asleep 

-When I am in the shower 

-On vacation when my mind is clear

As a kid, I was always solving problems while my friends watched or played. Reveling in ideas is both a gift and a burden at times because an idea-rich mind is constantly working.

After being diagnosed with ADHD earlier this year, I realized that this might be why my brain generates ideas. I am coming to accept my natural talent for bursts of creativity that solve important problems in the world.

So, I am publishing this Idea Log so that others may find inspiration from it. I only have time to pursue some of these ideas, but hopefully, someone else will read this and be able to bring one of them to life. I also have a private list that houses my more personal ideas.

Suppose you find an idea on this public list that interests you. In that case, I ask that you shoot me an email or connect with me on LinkedIn so I know my ideas are appreciated (and if you need help developing the idea further, I would be happy to join as an advisor).

IDEAS

11/2022

Find an advisor software. So many startups lack expertise and could use a great board of advisors. It would be useful to have a guidepoint or GLG like system to find and recruit advisors to join a start.

11/2022

I find a website layout I like. I want to paste it into WordPress then have elementor or whatever layout plugin, build that website based on the layout/elements that it has. So I don’t have to do it all by hand.

Product Management Thoughts

I need to have a roadmap for each app page to share the opportunities for each. Then put them on a timeline and see what they look like. Take a few hours each month to be creative and think about what this page could be in the future.

Linkedin Learnings

When connecting with people, write a short fast fact snapshot of yourself. Your goal is to get someone’s attention genuinely and honestly while having a clear call to action. See here:

Listening to State of Edtech - 
Me -- Serial social impact entrepreneur. Going through an exit with health tech startup now.
Edtech startup -- Accidental K12 startup started in 2019. Organic growth to 2500 users. FY21 $80k. Bootstrapped, seeking strategic capital Q2 23.
I would love to connect.

It’s hard to find edtech venture capital investors

I thought it was hard to find investors interested in healthcare and aging products, but I see not many focused edtech VCs or angels. It is a small tight group of folks.

This pushes me to think that having “edtech” or niche investors may not be the only path. Just having people who believe in your mission or believe in you can be enough to support you in your journey. You don’t need to have specific niche investors aligned with your business. I believe or think these folks provide strategic customers or expertise in the market beyond the capital, but I don’t think it has to be a limiting factor.

My list so far:

  • Emerge – Jan Lynn Matern
  • Copper Wire Ventures – Jessica Milestone (leads NYC Edtech meetup)
  • Reach Capital – Steve Kupfer