The document discusses strategies for maintaining work-life balance. It provides tools like the balance sheet to identify priorities, the not-to-do list to remove unnecessary tasks, and techniques for saying "no". Participants then shared personal approaches like scheduling important events first, finding flexibility from managers, and surrounding oneself with supportive people. Workplace cultures that enable balance were praised, and dropping low-value tasks was recommended to sustain energy.

1. The Juggle

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8644b61/
@RoderickWilson3 @SelenaRezvanilinkedin.com/in/
liz-curran

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Bank of America Colorado State Siemens PLM

5. The Juggle

6. Corporate Subscribers

7. Welcome!

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. 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. 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. 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. 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. 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. 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. 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. What causes burnout?
• Lack of Control
• Insufficient Reward
• Lack of Community
• Perceived Lack of Fairness
• Conflict in Values
• Work Overload
Maslach Burnout Inventory
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17. 3 Tools
for
Work-Life
Balance

18. 1.1. The
Balance Sheet
1.2. The Not
To-Do List
3. Just Say
“No”
The Juggle

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. Let’s Debunk
Some
Conventional
Wisdom…

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. 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. 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. 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. Shoulds

26. Shoulds
• I should be volunteering for the_______.
• I shouldtakea trip to see my________.
• I should invite _______ for dinner.
• I shouldclean outthe garage.

28. Not-To-Do List
Entertain at home
Run or jog (except when chased)
Volunteer work

29. 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

30. • 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”

31. 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

32. 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

33. FOMOFear of Missing Out
JOMOJoy of Missing Out

34. 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.

35. 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

36. 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

37. 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.

38. 1.1. The
Balance Sheet
1.2. The Not
To-Do List
3. Just Say
“No”
The Juggle

39. What is one thing you’ll do
differently after today’s session?
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www.pollev.com/leaderly

40. Q&A
Rod Wilson Liz Curran Adrienne Burch

42. 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

43. 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

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45. Parting Truthbombs
Rod Wilson Liz Curran Adrienne Burch

46. “Schedule
life first.”
— Alexandra
Franzen

48. 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?

49. 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?

50. 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?