Your time is the most valuable asset you have to offer, and everyone seems to want their piece. Many people struggle to find a balance between work life and personal life, while also trying to achieve society’s definition of “success” and “happiness”. Take a step back to understand what happiness and success means to YOU. Discover new tools, quick tips, and planning strategies that will enable you to take advantage of opportunities to advance (or accelerate?) your personal and professional growth. Walk away with a Career Development Plan template to begin creating your own life balance toolkit.

1. Developing Your Work/Life Balance Toolkit
Amy Dehmer
Women Working in Technology
June 26th, 2020

2. Introduction and Background
Business Architect and Managing Consultant, DMI
Identical Twin Daughters
Former President, Central Indiana Chapter, IIBA
Technical Editor, SharePoint Shepherd’s Guide
Pool Player, APA League
Amy Dehmer
/in/amydehmer/
ITAmyD

3. What is a Work/Life Balance Toolkit?
Identified
Goals
Defined
Processes
Technical
Tools

4. Personal
Success
• Introverted / Extroverted
Personality
Driven
• Family
• Work
• Community Involvement & Volunteering
Multiple
Factors
• Personality: fast paced, what do I need
to do next, less social activities
• Success: career oriented, family driven,
find ways to give back
Example

5. How Do You
Define Success?

6. Ways Success
is Challenged
Overcommitting
Demotivating Factors
Qualifying Life Events

7. Overcoming
Challenges • Consciously define boundaries
• Mindfully manage your commitments
• Schedule time

8. Suggestions
• Career Development Plan
• Financial Plan
Create Plans
• Include assessments
Define Processes
• Determine your priorities
• Schedule time for your priorities
Manage Time
• Define processes that work for you
• Find tools or applications to improve efficiency
Working Efficiently

9. What Tools or
Applications
Do You Use?

10. Tools I Use
Outlook
OneNote
Microsoft To Do
Teams
Devices

11. Outlook
Block time for planning or to complete tasks (Cortana)
Block time for personal items and social activities
(mobile calendar integration)
Use categories for current day follow up
Set follow up reminders
Schedule online meetings
Use Teams for Chat and Posts to reduce email noise

12. Rate Your Expertise

13. OneNote
TAKING NOTES (CAN CO-AUTHOR)
SECTION GROUPS/SECTIONS/PAGES
MEETING DETAILS
MEETING SUMMARY

14. Microsoft To Do
Task Board Checklists
Hard Copy Planners
This Photo by Unknown Author is licensed under CC BY-SA

15. Microsoft
Teams
Channels
Team Posts
Team Tabs / Connectors
Store Files
Chats – Individual or Group with Call option
Remote / Video Meetings

16. Devices
Laptop Mobile phone
Smart Watch Battery Packs

17. What Was Your
Favorite Tip
From Today?

18. Summary
Plan
Definition of Success
Career Development Plan
Financial Plan
Other Life Goals
Take Action
Network
Seek Opportunities
Assess Progress
Adjust if Needed

19. Thank You
Amy Dehmer
/in/amydehmer/
ITAmyD