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How can busy business professionals achieve a true work life balance?

What tips would you like to share with us busy business professionals trying to achieve our optimal work life balance? Please discuss any strategies or ideas in detail. High quality contributions will be included on an upcoming Focus report on work life balance.

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Andrew Baker
Director, Service Operations, SWN Communications Inc.

Optimal work/life balance is, unfortunately, very subjective. What some might call balance, others might call a lack of ambition.

JOINT EFFORT -- The first thing to realize about work/life balance is that the evaluation has to be made by the business professional in conjunction with their friends and family. What you may think of as balanced might not be viewed that same way by your loved ones. :)

QUALITY TIME -- Meaningful time needs to be set apart for your spouse, children and friends. Relationships that are untended will die. (We seem to understand this about business relationships, but not personal ones for some reason.) The time is not meaningful if any and all can intrude on it. Hint: If you're leaving your child's recital to take calls every few minutes, then it's not quality time.

HEALTH -- Consider your health. Yes, you're a busy go-getting professional who is trying to separate himself (or herself) from the pack, and you want to be the go-to-individual for your business. You're not doing anyone any favors -- least of all yourself. It might seem like no one can do without you, but if you get yourself hospitalized because you won't take a break, or because all of your vacations look suspiciously like a day at the office, you can be sure that your employer will find a way to work around the inconvenience of your absence.

PLAN AHEAD -- Yes, you should be used to creating schedules and prioritizing activities. Make sure you plan some downtime, including who is going to handle your responsibilities during the time you are away. Yes, emergencies happen, but you'll be amazed at how many non-emergencies are considered catastrophic when they really aren't. Set goals for your personal life just as you do for your business life, and make sure you keep on track with them. Start with simple things like blocking off time on your calendar each day for lunch. Simple, but if you don't have time for that, how could you ever get around to taking a day or a week off?

ONGOING REFINEMENT -- Most of all, realize that balance requires constant adjustment. What you need to do will depend on what life stage you are in at that time, including the age of your children if any. What works when you are first married, will not necessarily be effective when you first have children, or when your children have left home.

SINGLES TOO -- And just because you aren't married or don't have children does not mean that work/life balance does not apply to you. People with outside interests tend to bring more to the table as professionals than those who have not broadened their horizons in some way. If you have no outside activities, then do yourself a favor and get some. Then allocate the appropriate time to them and be successful in something that's not just about your primary business.

CONSISTENCY -- The more consistent you are in setting the tone for work/life balance in your own life, the better your leadership potential and the more likely that people will respect those boundaries that you have set.

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Bruce Hoag
Work Psychologist & Business Coach, Dr Bruce Hoag

First, you have to recognize is that work/life balance is a process. It's ongoing. It's not something that you do once, and then everything just stays that way forever. As your circumstances change, so will your balance. You'll always need to make "course corrections."

Second, acknowledge that what constitutes balance for you is unlikely to be the same as it is for anyone else. It's a truism to say that you're unique; but it's amazing how many people think that they should be able to do what everyone else does. Decide what you want, and then work toward it.

Third, remember why you're doing this. Balance, whatever that means for you, is intended to help you achieve those things that are important to you. That means that you don't allow yourself to become a slave to your system. If you're working for it, instead of it working for you, then you've forgotten why you're doing it.

Fourth, remind yourself that it's your responsibility. It's not something that your company, your boss, or even your best friend should do for you. You have to do it, and if you don't others will achieve a balance for themselves at your expense.

Fifth, acknowledge that it will take time to get the balance you want. As the saying goes: Rome wasn't built in a day, and neither will you be able to balance your activities the way that you want to as soon as you want to.

Sixth, track the changes you make and take stock at the end of each cycle of time that includes your activities. For most people, this is a week. For others, it may be as little as a day. Compare the balance you want with what you got. If you don't do this, you'll never get a handle on what changes will give you the greatest return. The smallest tweaks are likely to give you the best results.

Seventh, if your in a relationship (parent, spouse, etc), then check with those around you to make sure that your balance is exactly that. Doing all that you want while shutting out those around you isn't balance. It's selfishness.

Eighth, reward yourself when you are successful. This will help you to reinforce the behavior that you want.

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Laura Schroeder
Global Talent Specialist, Workday

Once you've figured out what's really important to you it comes down to one thing: You have to be comfortable saying no. If you have a strong feeling of personal responsibility, that's much harder than it sounds. But if you can't say no you can forget about work life balance.

The other thing to keep in mind is that there may be consequences for saying no. You have to be OK with those and find your own path to success.

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Heather Dykes
Heather Dykes Replied on April 27, 2011

Laura - I appreciate your perspective on this. It is very true that there can be consequences to saying no, and each individual has to determine what is most important in their life. Any advice for the following situation?

I just started a great new job three months ago. Made a move back to "hometown" to do so. Had been unemployed for nearly a year due to a large layoff at previous employer, so I am VERY grateful to have a good job. However, I don't feel that the expected workload was presented to me accurately before I accepted the position. I am having to work 60-70 hour weeks to keep up and I have a young child. Any advice for how to approach the issue with my boss without sounding like a whiner (or ungrateful)? My boss is very high energy and works a lot of hours herself. Thanks : )

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Laura Schroeder
Laura Schroeder Replied on April 27, 2011

That's a tough situation! A lot depends on your boss and how understanding she is about your responsibilities at home. For example, assuming you were honest about your time constraints during the application process it's fair to remind her politely but firmly that you can't work all hours.

You might want to wait until you have your sea legs with the new job, however, since it could be that you end up working less as you learn the ropes. As time goes on - say, 6 months - you'll know what you're doing and be able to complete tasks more efficiently. Once you've proven yourself and feel comfortable in your new role your boss will probably be open to discussing priorities, where you work, how much you work, etc.

Another point to consider is where you work all these hours. If you can leave the office early and work evenings at home while your child sleeps it's rough on you but at least not at your child's expense. If you have to spend most of it in the office you might ask about more flexible work arrangements.

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Laura Schroeder
Laura Schroeder Replied on April 27, 2011

As for not sounding ungrateful, I would say straight out how grateful you are and keep the tone positive. You don't have to apologize for having constraints but you do need to work out how to organize the work so your boss gets what she needs and you have the flexibility you need.

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Heather Dykes
Heather Dykes Replied on April 27, 2011

Thanks Laura. I agree that holding off a few more months is the best approach.

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Kevin Beaver
Independent Information Security Consultant, Author, Expert Witness and Professional Speaker, Principle Logic, LLC

All of the theories about work/life balance are good to know. It's actually a bit simpler. I've found that if you're going to master your time you *have* to learn how to do it correctly. Here are a few bits I've learned over the years:

*Time management strategies for the IT pro*
http://searchwinit.techtarget.com/tip/Time-management-strategies-for-the-IT-pro

If you remember one thing about managing your time and establishing a good balance remember what the late Richard Carlson said: “Just because someone throws you the ball doesn't mean you have to catch it.”

Also, The Speed Trap (http://amzn.to/ghCASH) is an AMAZING book that not only shows you how your thinking affects everything in your life but it also provides great examples of how to truly slow down - and make it stick.

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Susan Lannis
Time Liberation Agent, ORGANIZATION Plus! Inc

Like Steven already said - you have one life full of choices of how to invest time.

Know your values - they apply across the board and should be part of every decision

Know what matters to you - activities of any kind should matter to you

Know your gifts and talents - they play a role in what you bring to the table for every action and interaction

Know what makes you happy and leverage decisions in their direction.

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I prefer a more simple approach. If it is important to you...you will do it. The question itself is almost slanted towards..."How do you make more personal time out of your busy work schedule?"

If indeed your personal life is more important, then you will prioritize those things. If your work is more important then you will prioritize those things.

Don't kid yourself, you will do what is most important to you. Just be aware there will be consequences for either decision you make. Own it, and do it.

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Andrew West
Andrew West Replied on April 27, 2011

I agree; they over-complicate this. If the majority of the time, what you NEED to do matches what you WANT to do, then you probably have work-life balance. If what you need to do cotinually gets in the way of what you want to do, or you don't really enjoy or want to tackle your obligations, you probably don't have work/life balance (and, you probably should look for new job or line of work.)

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Steven Romero
IT Governance Evangelist, Romero Consulting & BOT International

I am not a fan of work life balance because the notion of "balance" places work life and personal life in opposition of one another. I am a believer in work life "integration." We should stop trying (and failing) to balance our two lives (work and our personal). Instead, let's try to integrate them into one life. I discuss the notion of "work life integration" in my latest blog post. http://bit.ly/fMX1WE Thanks for the inspiration Caty.

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Craig Brennan
Business Analyst

1. Turn off the cell phone.
2. Turn off the blackberry.
3. Turn off the laptop.

Feel the equilibrium.

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Wayne Spivak
President, SBA * Consulting LTD
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Work life balance is all about time management and goals. It's a choice between finishing a report or going for pizza with some friends. It's about priorities, and goals, priorities, choices are all transient, because what is important today, isn't tomorrow and visa versa.

I've made some choices that were right when I made them and in hindsight were partially correct, but today and certainly tomorrow that aspect which was partially wrong will come back to haunt me, but that's life.

The old adage, "live for today, because tomorrow may not come" has some truth and merit to it, the problem is if tomorrow comes and you didn't prepare.

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Eric Britten
President, Britten & Associates, LLC
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Work life balance is extremely subjective, as was pointed out by Bruce. What is a good balance for one person might very well be suntenable for another. Over the years, however, I have developed a tool that helps me stay balanced, even as my priorities and life change.

I have developed a list of seven elements that, for me, touch on the factors that are important in my life and keeping it in balance. I check in on these elements periodically. They are: finances, job/career, my primary relationship, other relationships (family, friends, social), spirituality, health, and community.

I use a balance sheet to determine where I am, whether it's where I want to be, and to plan any changes. The questions that I ask myself about each of the seven elements listed above are:
1. What is going right for me?
2. What is NOT going right for me?
3. Where do I want to get (within what timeframe)
4. How important is this to me (a scale of 1-10 helps me determine my priorities)
5. How will I get where I want to go (specific actions)

I try to complete my check in each year, but, depending upon the circumstances, I may check in more or less frequently. One thing I have found is that whenever I feel that nothing seems to be going right, I do a check in. It helps me see that some things are going right and also gets me focused on actions to get me out of my funk.

Sometimes when I am doing a check in, I don't actually go through the whole exercise for all seven of the elements. At those times, just looking at the list may reinforce what I already know - that I need to work on a specific issue in one of the elements. But, again, it motivates me to write down what I need to do and how I intend to do it.

Lastly, the check in process always reminds me that I can only control certain things in my life. Others control other things. When someone else is in control of something that I want to change, I figure out how to work with them to get the desired result. If there is no way to do that, I either acccept whatever it is or change what I can change, which may involve removing myself from the situation.

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Tamara Schenk
VP Sales Enablement, T-Systems International GmbH
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I'm always struggling with the term"work-life balance", wondering whether people don't live while they are working or people doesn't work while they are living? As Bruce already mentioned, it's a process to get to a balance.

I personally prefer to talk about the “energy balance” we definitely need in our lives. To come to a balance like that it's important to identify what's really important for oneself, what's the purpose, what is it we want to do, what really matters, and what are the own drivers and motivators. It's about self-responsibility, too. That means learning what creates positive energy for oneself and what creates negative energy. It's relevant for the private, family life and for the working and business life – for all roles we have in different situations in our lives.
Additionally, it has to do with own values and principles we appreciate, and it's about setting the own priorities and being consequent in executing them. That has to do with time management and with being able to say no, as Laura already mentioned. Individual priorities can be everything, there is no good or bad, it's just important that people answer these questions honestly for themselves.
Assuming situations like that, working on topics people have a passion for, working in a business culture that fits to the own values, that will create also positive energy, even if there is a lot to do. Working like this can also be stressing, no doubt, but normally these situations create more positive than negative stress. So, people also receive positive energy from their work.
Additionally the own attitude is a critical success factor, too. The more positive people are in their thinking, the better they normally deal with stressing situations. So, it helps to check the way how to look at a certain situation and to be aware of the current own attitude – that's what we really can change - immediately.

It's about managing the own energy balance and to learn how to recharge the own batteries and – of course take the time to really recharge them! Therefore, I agree to everything mentioned here, especially by Andrew and Bruce.

Have a look in Seth Godin's “Tribes” or “Linchpin” will be inspirational regarding this question!

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Dr. Fred (DocFred) Simkovsky
OD/Talent Mgt/Learning/Master Coach, LifeCareerBusinessCoach.com
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My feeling is that Work/Life Balance only gets us to making sure we are spending equal or proportionate time at work as we do at home(life). Work/Life IN Balance is actually where we set our priorities in both as to importance. To be truly happy in work, we need to be happy at home (in life) because one influences the other and vice-versa. Time is a part of it but not the main part. In Work/Life Balance, time is the main and most times only component. Work/Life IN Balance is more of a holistic view for total inner harmony. You really need to have as much passion in work as you do in life. So it's really 100% for each. With Work/Life Balance there is a trade-off. One wins and one loses some. In Work/Life IN Balance there are no trade-offs and no losers.

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Will Harmon
IT/IS Manager, Composidie Inc.
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I think John T. hit it on the head. You will do what's important to you and no matter what choice you make there will be consequences. You can have an exciting and successful career and professional life or you can have a fulfilling and enriching personal life, but you can't have both. People who are scratching their way to the top are 'owned' . They take work home, they get calls nights, weekends, holidays, you name it. They become a 24 x 7 slave to the cause. Technology (ipads, iphones, etc.) only exacerbates the problem. It’s too easy to work anywhere.

My quest for a senior level executive position cost me my first marriage. I've been happily married the second time around for 23 years and it's a great marriage. But, I chose the relationship over business and the fast-track career this time around. In the end, all any of us have is family and the relationships we’ve nurtured over the years. When you walk out of the company where you devoted your life, the mark you leave will be as long lasting as the hole in the water after you’ve pulled your finger out. The priority formula for happiness is: God, family, and then everything else after that in whatever order you prioritize them.

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DeAnna  Caldwell
Online Marketing Strategist, THAT Agency
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Thanks everyone for all of your input. I am a recent college grad and currently I am working on my own work/life balance with my new career. Hey I may be single, but I still need balance! :) I have found that my time is definitely more valuable and I try to properly allocate my time. I find that turning off the phone and laptop help, sometimes you just need to shut technology out. After all, looking at a screen all day is definitely not healthy or normal. Also, I feel that one of the main keys to balancing work/life is your energy level. Getting enough sleep, exercise, and eating right really does make a difference in your overall energy and life. Find time to take care of yourself and you'll find that balancing everything is much easier.

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The path to work life balance begins from within, your mental state, your thoughts while at work or at home! Are you present at work? Are you present at home? If your natural state is overwelmed or out of balance make time to bring it back into balance. My 2 cents!

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I prefer to live on the edge. Life is too short to spend energy on a balancing act. Be in the moment every moment and you will live life to its fullest. Choose to be joyful through good and bad times. Take responsibility for your choices and get rid of the common victim mentality that may dominate the workplace. Like Ghandi said - "Be the change you want to see in the world." If so if we don't like what is happening in our lives, then it is up to us to create change. Complacency and mediocrity will thrive if we choose to do nothing. Are you willing to push the boundaries of your comfort zone? I am. Come join me on the edge.

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Treion Muller
Chief eLearning Architect, FranklinCovey
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@Patricia Wow, now that is a confident position. I like that you are "choosing" to approach life like that. The problem with many of us, is that we live life in default. When we do, we are being "acted upon" instead of "acting." Your awareness of, and stance towards, living life this way is action. Your choice. I commend you for your fortitude and spunk. However, many of us are seeking some reprieve from the hectic day-to-day, which is why balance can be such a good thing. I had my time living life on the edge. Now I am choosing to step away from the edge, with most things, and find renewal and maybe another view. Not retirement (@Kevin) just growth and challenges on a different hill:)
Great discussion...

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Andrew Baker
Director, Service Operations, SWN Communications Inc.
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---"You can have an exciting and successful career and professional life or you can have a fulfilling and enriching personal life, but you can't have both."

@Will, while I agree with the gist of what you said, I'm pretty sure that I don't agree with this sentiment. :)

It is possible to have a fulfilling life which includes a fulfilling career, as long as you don't feel you need to work 23 hours in a day to achieve the latter.

The implication of your statement to me is that for your personal life to be successful, your career must be mediocre or average, and I'd guess that many of the people on this thread would disagree.

You can have your cake and eat it too if you are realistic about the size of that cake. :)

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Will Harmon
Will Harmon Replied on April 27, 2011

Andrew, I appreciate your perspective and your organization and logic in commenting on this question. But in my life experience your advice is more theory than reality.  I did not mean to imply that to have a great personal life the career must be mediocre. I've had both a great career and a great personal life but at different times in my life. As I said, in the early years trying to scratch and claw my way to the top of the heap, I paid a hefty personal price. Today, I’d rather spend the bulk of my time pursuing my personal interests. I don’t need the rat race anymore; been there done that. We each have 24 hours a day and 8 of those are spent sleeping and/or getting ready for work. That leaves 16 hours for work and personal time. If the quality of each is directly related to the hours devoted, then one will suffer at the expense of the other unless 8 hours a day are devoted to each (balance). I submit that no one gets very far in business working 8-5. Yes you can have a gratifying job and a great family life but you’re not going to be president of the company. People with aspirations to get to the top will spend 10-12 hours a day on the job and people running their own businesses will spend 14-16 hours on the job. At that point what is the quality of the personal life? Every additional hour spent on the job to advance that career is one less hour devoted to spouse, children, relatives, hobbies, or other interests. My point was that career versus family life is a personal choice and the choice has consequences. Advancing one necessarily means lessening the other. The real question becomes how far to advance? By the way, I disagree that you can have your cake and eat it too.

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Kevin Watson
President & CEO, Pinnacle IP Solutions

If you want work life balance retire :)

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