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The Juggle | June 2019

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The Juggle | June 2019

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It’s time to lose the cape! Superwoman had it wrong. Striving for perfection while juggling many roles is more likely to lead to burnout than to balance. In this webinar, learn practical tools for redefining work/life balance and making it all work for you.

Guest Speakers: Adrienne Burch, Management and Program Analyst in the Office of Civil Rights, Diversity, and Inclusion with USDA APHIS
Liz Curran, Senior Consultant – Executive Learning & Development, MetLife
Roderick Wilson, Senior Vice President, Wealth Management Strategy Execution Manager, Bank of America

It’s time to lose the cape! Superwoman had it wrong. Striving for perfection while juggling many roles is more likely to lead to burnout than to balance. In this webinar, learn practical tools for redefining work/life balance and making it all work for you.

Guest Speakers: Adrienne Burch, Management and Program Analyst in the Office of Civil Rights, Diversity, and Inclusion with USDA APHIS
Liz Curran, Senior Consultant – Executive Learning & Development, MetLife
Roderick Wilson, Senior Vice President, Wealth Management Strategy Execution Manager, Bank of America

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The Juggle | June 2019

  1. 1. The Juggle
  2. 2. For the best quality audio United States (Toll): +1 (951) 384-3421 Access Code: 968-130-254 Canada (Toll: +1 (647) 497-9386 Access Code: 968-130-254
  3. 3. #BeLeaderly linkedin.com/in/ adrienne-burch- 8644b61/ @RoderickWilson3 @SelenaRezvanilinkedin.com/in/ liz-curran
  4. 4. #BeLeaderly Bank of America Colorado State Siemens PLM
  5. 5. The Juggle
  6. 6. Corporate Subscribers
  7. 7. Welcome!
  8. 8. Selena Rezvani VP of Consulting & Research, Be Leaderly • Consultant, speaker and author on women and leadership. • Workplace advisor, using workplace culture assessments to help corporate clients be more inclusive and welcoming to women. • Author of 2 leadership books for professional women – The Next Generation of Women Leaders (Praeger, 2009) and Pushback: How Smart Women Ask—and Stand Up—for What They Want (Jossey- Bass, 2012). • Lives in Philadelphia with my husband Geoff and 6 year old boy/girl twins. @SelenaRezvani
  9. 9. Adrienne Burch Management & Program Analyst, Office of Civil Rights, Diversity & Inclusion, USDA APHIS • Federal Government employee for 29 years • Born and raised in Hempstead, NY • Graduate of Strayer University, Cum Laude – Dec 2011 • Former National Special Emphasis Program Manager for the Federal Women’s and Disability Employment Awareness Programs for APHIS linkedin.com/in/adrienne- burch-8644b61/
  10. 10. Your Lean In group talks about work-life balance. What have you been discussing? • It’s not a weakness to ask for help • Find out what keeps you stuck • Embrace your strengths and use them to accomplish goals • Utilize vision boards and lists to stay on task and organized
  11. 11. Liz Curran Senior Consultant – Leadership & Management Development, MetLife • 10+ years at MetLife, 13 years in Leadership Development • Leads development, design, and facilitation of a range of employee learning programs at MetLife • Co-Leader of MetLife US Lean In and MOM Circle • Certified HR professional; holds BA & MS degrees in Organizational Effectiveness/ Development • Brain science fanatic; Mom to a toddler; Recent transplant to Connecticut linkedin.com/in/liz-curran
  12. 12. You’ve talked about “finding your village.” How has that impacted your home and work life? • Trust others to do what they do best • Be intentional, ask for help • We don’t have to do it all • A village succeeds together
  13. 13. Rod Wilson SVP, Wealth Management Strategy Execution Manager, Bank of America • SVP & Wealth Management Strategy Execution Manager for 12 markets. • Spent 22 years in Banking - with 19 years at Bank of America in various senior leadership roles, such as: • Market Sales Manager overseeing 38 Relationship Managers over 18 financial centers • Regional Operations covering Texas & New Mexico, problem-solving Risk Audit issues • Consumer Market Manager for 14 banking centers and 225 direct reports • Serves at Enterprise Co-Chair for the Partnerships Committee in Lead for Women since February 2016. • Rod and his wife Amanda live in Grand Prairie, TX & enjoy spending time with their 3 children Gabi, Malachi & Sean. Twitter: @RoderickWilson3 LinkedIn: linkedin.com/in/roderick-e- wilson-0418073b
  14. 14. What is your personal approach to balance? • The 3 most important things to me are my church, my family, and my work. My schedule revolves around that. • Daily, weekly, and monthly I calendar my work and personal activities in one calendar. • I give myself the flexibility to move things around - to be present at the events that matter most. • I’ve been fortunate to have very supportive managers that give me the flexibility to manage my schedule.
  15. 15. We need to change the delusion that we need to burnout in order to succeed. We have a much better understanding of the battery status of our iPhone than the state of our own wellbeing. — Arianna Huffington
  16. 16. What causes burnout? • Lack of Control • Insufficient Reward • Lack of Community • Perceived Lack of Fairness • Conflict in Values • Work Overload Maslach Burnout Inventory {
  17. 17. 3 Tools for Work-Life Balance
  18. 18. 1.1. The Balance Sheet 1.2. The Not To-Do List 3. Just Say “No” The Juggle
  19. 19. Adventure Entertainment Home Relationships Career Faith Life Plan Relaxation Children Family Marriage or Partner Self-Esteem Cleaning Finances 'Me Time' Spirituality Community Fitness Nature Sports Creativity Friends Nutrition Travel Dating Fun Organizing and Clutter Vacation Education Giving Back Parenting Volunteering Emotional Wellbeing Health Personal Development Wealth Other____________________________________________________________________ The Balance Sheet Creative writing, school board Circle any areas that are important toyour work-life balance.
  20. 20. Let’s Debunk Some Conventional Wisdom…
  21. 21. Of those that you have circled, select up to ten that are most important to you. 1 6 2 7 3 8 4 9 5 10 Top Ten Creativity Emotional Wellbeing Family Health Self- esteem Fun Community
  22. 22. Top 3: The Non-Negotiables Of your topten, select the three of greatest importance toyour work-life balance. 1 2 3 Health Family Friends
  23. 23. Actions to take to honor the non- negotiables -Schedule workouts -Agree to family meal times -Always have a meetup or Skype booked with a friend
  24. 24. 5 Ways to Keep Your Priorities Close 1. Add them to a sticky note in your car 2. Save them as the background image on your smart phone 3. Set pop-up reminders in your e- calendar 4. Enlist an “Accountabili-buddy” 5. Have conversations at work to set boundaries
  25. 25. Shoulds
  26. 26. Shoulds • I should be volunteering for the_______. • I shouldtakea trip to see my________. • I should invite _______ for dinner. • I shouldclean outthe garage.
  27. 27. Not-To-Do List Entertain at home Run or jog (except when chased) Volunteer work
  28. 28. Find one about having a voice/influence – nurses (to impact fairness and control) Learn to just say NONo explanation, no excuse, no apology. —Fawn Germer
  29. 29. • If you’re wavering, ask: What will I lose by giving in? Time? Money? Health? • Train yourself not to say “Yes” in drive-by’s • Actually say NO. Not: • “I don’t think so,” ‘I’m not sure”, or “Maybe next time” • If adding a reason, keep it short and sweet • Don’t be afraid to say it twice Just Say “No”
  30. 30. You’ve been mastering the art of saying “no.” What’ve you learned? • Saying no isn’t disrespectful of others, it’s being respectful of me, my boundaries and responsibilities • There are creative ways to say “No” • Be honest with what you can accomplish and what you want to participate in
  31. 31. You highly recommend Drop the Ball by Tiffany Dufu. Why? • Achieve more by doing less • There really are only 24 hours in a day • Deciding what goes on our to-do list, instead of crossing things off • Define and focus on your highest and best use of time • Let go of control
  32. 32. FOMOFear of Missing Out JOMOJoy of Missing Out
  33. 33. How have you helped others on your team work through W/L issues? • I share my own tactics with associates on my teams. • Communicating several weeks ahead of a need is key. • I’ve asked my associates to think about what events matter most (it would be tough to be at every event). • Hitting and exceeding performance targets & being flexible when others need you go a long way when you need support.
  34. 34. As your role expanded and you took on more responsibility, what did it take to maintain work-life balance? • Staying grounded • Remembering principles & values • People who love and care about me • Supportive colleagues
  35. 35. When you’re pushed to your limit, how do you sustain your energy and mojo? • Walk away • Reprioritize • Ask for perspective • Make time to learn • Find some fun
  36. 36. What are some important ways workplace cultures can enable employees to have W/L balance? • Workplace culture goes a long way in giving associates the balance needed to be present at work - and at home. • I’ve worked at Bank of America for nearly 20 years and they’ve preached the importance of having a great work/life balance. • All my managers have believed in that and have supported me and my teammates when needed.
  37. 37. 1.1. The Balance Sheet 1.2. The Not To-Do List 3. Just Say “No” The Juggle
  38. 38. What is one thing you’ll do differently after today’s session? Visit www.pollev.com/leaderly
  39. 39. Q&A Rod Wilson Liz Curran Adrienne Burch
  40. 40. Recommended Reading • The Balance Sheet • The Year of Yes by Shonda Rhimes • Drop the Ball by Tiffany Dufu • O Magazine article, The Art Of Saying No • Oprah.com article, The Real Reason You’re Burned Out
  41. 41. The Leadership Pipeline Tuesday, August 20, 2019 Hear from speakers who are fired up about cultivating upcoming generations of diverse leaders. Be inspired by how they’re creatively deepening their talent bench and learn the factors to consider as you construct a pipeline to your ultimate role. You’ll find out what behaviors get “high-potentials” noticed – and see how the succession planning process unfolds behind the scenes. Guest speaker(s): • Shachella James, PMP, Vice President Technology Operations at CenterPoint Energy, and one other to be announced
  42. 42. Get today’s slides, bonus articles, and our newsletter: Text leaderly to 444999 We never share, rent or sell your email or personal information. More: beleaderly.com/privacy
  43. 43. Parting Truthbombs Rod Wilson Liz Curran Adrienne Burch
  44. 44. “Schedule life first.” — Alexandra Franzen
  45. 45. Discussion Questions 1. Which area presents the biggest challenge for you? • Protecting time for your “Non-Negotiables” • Allowing yourself to have “Not-To-Do’s” • Saying “No” 2. What’s one action you’ll take to invest in a “non- negotiable” of yours? 3. What’s a “To-Do” in your life you could let go of? What’s the #1 difference it would make for you? 4. Which task that you’ve been agreeing to - will you start to say “No” to?
  46. 46. Discussion Questions 1. Which area presents the biggest challenge for you? • Protecting time for your “Non-Negotiables” • Allowing yourself to have “Not-To-Do’s” • Saying “No” 2. What’s one action you’ll take to invest in a “non- negotiable” of yours? 3. What’s a “To-Do” in your life you could let go of? What’s the #1 difference it would make for you? 4. Which task that you’ve been agreeing to - will you start to say “No” to?
  47. 47. Discussion Questions 1. Which area presents the biggest challenge for you? • Protecting time for your “Non-Negotiables” • Allowing yourself to have “Not-To-Do’s” • Saying “No” 2. What’s one action you’ll take to invest in a “non- negotiable” of yours? 3. What’s a “To-Do” in your life you could let go of? What’s the #1 difference it would make for you? 4. Which task that you’ve been agreeing to - will you start to say “No” to?

Notas del editor

  • JM
  • JM handing off to SR
    Icebreaker: what happened for you through the power of teamwork that otherwise wouldn’t have been possible?


  • Poll Title: What is one thing you'll do differently after today's session?
    https://www.polleverywhere.com/free_text_polls/2FVdEESCdqLAQYtq6DIQz
  • JM
  • JM

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