Work-life Balance What s Right for You? Participant Manual

Transcription

1 Work-life Balance What s Right for You? Participant Manual

2 Learning Objectives Upon completion of this session, participants will be able to: Set clear intentions (goals and priorities) in the seven areas of life Identify what are urgent vs. important matters in their business and personal arenas Be more purposeful about matching their priorities to their values Agenda Roles & Goals o 7 Areas of Life Worksheet Self-assessment of time spent Set intentions for top 2 areas that need more attention (priority) o 7 Goal Setting Principles Time & Priority Management o Urgent vs. Important Matrix o Quick Decision-making (4-D Grid) Match Priorities to Values (Action Plan) JUNA Consulting Inc., 2018 Page 2

3 Roles & Goals We hear the term work-life balance used a lot, but it means different things to different people, and women often have unique expectations about balancing priorities between work and home. To have true balance for yourself, you need to identify and set meaningful goals in all areas of your life. 7 Areas of Life Family (Love) Friends (Social) Career (Work, Volunteering) Financial (Investments/Money) Learning (Mental/Intellectual) Spiritual (however you define this) Health & Wellness (Physical) JUNA Consulting Inc., 2018 Page 3

4 Roles & Goals Worksheet Adapted from The 7 Habits of Highly Effective People, by Stephen Covey List your Roles and the accompanying Results (Goals) you d like to accomplish over the next month or so. Role Example: Mother Goal help with homework, go to daughter s soccer game, chaperone sleep-over, take son to park JUNA Consulting Inc., 2018 Page 4

5 Self-Assessment Shade each pie piece from the centre outward based on how much time you are currently spending in each area. Family Love Friends Social Health & Wellness Physical Career Work Volunteering Spiritual Financial Investments Money Learning Mental Intellectual Set Intention Choose the 2 areas that you scored low in where you want to increase your time/energy (to make a higher priority). Write an intention for each of these areas one per card. JUNA Consulting Inc., 2018 Page 5

6 7 Goal Setting Principles Once you ve identified the seven areas of your life that require your attention, you ll want to create purposeful intentions in each of the areas. Follow these best practices when setting goals for yourself: 1. Make sure your goal is something you really want, not just something that sounds good Your goals must be consistent with your values. If you find yourself thinking I should do this or I have to do that then it s probably not something that really aligns with you and your core values. 2. Create goals in all 7 areas of life This will prevent non-integrated thinking and give you a more holistic view of what s right for you. 3. Ensure your goal doesn t contradict your other goals Be careful of non-integrated thinking, as it will sabotage the work you put into achieving your goals. 4. Write out your goals Putting your goal into print sets the process in motion and helps you articulate what you really want. 5. Describe your goal in great detail e.g., instead of writing "a new house," write: "a 5,000 sq.ft. open-concept bungalow with 5 bedrooms and 3 bathrooms, an east-facing, mountain view on 5 acres of land. Close your eyes and visualize your dream coming to life experience it in complete detail. 6. Use positive language, not negative Work for what you want, not for what you don t want or are letting go of. Your subconscious mind doesn t judge or determine right from wrong; its only function is to carry out instructions. The more positive the instructions you give it, the better and faster your results will be. 7. Is your goal high enough? Stretch yourself. You can set milestones along the way, so you can celebrate success. Now What? Each morning, review your goals and visualize yourself living your life as though you ve achieved them. This daily reinforcement helps replace any negative self-talk that unconsciously limits you. Every time you make a decision, ask yourself: "How does [saying yes ] help me get closer to what I really want in my life?" JUNA Consulting Inc., 2018 Page 6

7 Time & Priority Management Adapted from The 7 Habits of Highly Effective People, by Stephen Covey There are four major categories for all of your life s activities, whether they are personal or professional by nature, defined as: Quadrant 1: Urgent & Important These are the crises that happen. Time is spent putting out fires or meeting last-minute deadlines. These items need to be done and done now! Time spent in this quadrant is reactive. Quadrant 2: Important, but Not Urgent These things really need to be done, but are not currently pressing (no immediate deadline). It is typical to leave these items until there s time, but tasks ignored here will slide into Quadrant 1 and become a crisis. Time spent in this quadrant is proactive. Quadrant 3: Urgent, but Not Important These tasks beg for your attention but are not truly important (to you), based on your own priorities. The urgency is often based on others needs and expectations. Time spent in this quadrant is also reactive (bust based on other people s priorities and demands). Quadrant 4: Not Urgent or Important Some activities here are acceptable, but spending too much time here is wasteful. Can often be an antidote to too much stress on the job. By analyzing your daily activities, you will be able to identify where your time goes. JUNA Consulting Inc., 2018 Page 7

8 Quick Decision-Making 4-D Grid Use this simple tool for every task/request that comes your: Do it (do it Now!) Delay / Defer it Decide When Delegate it Delete / Dump it JUNA Consulting Inc., 2018 Page 8

9 Action Plan Match Priorities to Values You ve learned a lot about work-life balance today. You probably realize you are doing a lot of things right. Continue to do those, they re working for you! You may have also identified some things you could do differently to make yourself more effective and achieve the balance in your life that is right for You! Here is your chance to write out your personal action plan. Please write at least one (1) action item per heading. Keep Doing Stop Doing Start Doing Thank YOU! Julianna Cantwell, CACE, CPHR Website: julianna@junaconsulting.com Phone: (780) JUNA Consulting Inc., 2018 Page 9