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Achieving Balance Between Work and FamilyThe Challenge

Making a Plan and Getting Organized

A. PLANNING

Planning allows you to take charge of your life by setting goals, making choices, compromising, prioritizing and being prepared for the unexpected. Here are the six steps involved in planning

  1. Assess Your Situation

  2. Ask yourself: Am I being realistic about my expectations and what I can accomplish? Am I feeling too much pressure? What specific things about my life are overwhelming me?

  3. Establish Goals

  4. Goals are what you strive to attain. They are important because they help you focus your time and energy.

    Goals should be:
    • Realistic
    • Specific
    • Measureble
    • Compatible with your lifestyle
    • Reflective of your values
    • Written

    Example: "By next month I want my family to share more of the responsibillities and tasks at home." Check it against the qualities of the goals:
    • Realistic? Yes. All family members, including small children, have the capability of helping around the house.
    • Specific? Yes. Each family member can be assigned specific tasks for which he/she is responsible.
    • Measurable? Yes. After a period of time we can monitor and assess what each family member achieves.
    • Compatible with lifestyle? Yes. All family members are busy but each person can set aside the designated amount of time to do the chores.
    • Reflective of your values? Yes. In my value system, it's important for everyone in the family to participate in maintaining the household.
    • Written? Yes. We have a list of chores with names of people responsible and dates when the tasks need to be completed.

    Setting Goals

    List your goals for each major area of your life (Examples: Work, Family, Personal, Leisure, Financial). These are your "ideals" - what you would like to achieve. You might want to write your goals down in pencil, and rework them according to the qualities outlined above.


  5. Determine Priorities for Your Goals
  6. Prioritizing Your Goals
    Look at your list of goals in each category.

    • Decide which goals are most important for you at this time.
    • Number your goals in order of importance.


    • The most important priorities are the "must do's". Lesser goals are ones that are important but don't have to be achieved right now. Let go of items that can wait.

  7. Create an Action Plan

  8. An action plan includes the steps you need to take to reach your goal. For example, your goal is: "By next month I want my family to share more of the responsibilities and tasks at home." Your action plan might include the following:
    • Call a family meeting for the purpose of explaining your need/goal.
    • As a family, list the chores that need to be done weekly.
    • Assign the chores (let people choose what they'd like to do and rotate the unpleasant chores).
    • Include a training session to teach your children or other family members how to accomplish the task.
    • Write down the chores and name of the person responsible and time/date for the chore to be done.

    Creating an Action Plan
    Look at your list of goals in each category.

    • For each category, create several "I will" statements.
    • Put a target date for completion next to each goal.

  9. Make Choices About How to Reach Established Goals and Priorities

  10. When you're planning your day, ask yourself "Will this activity get me closer to my goal?" Make your decisions accordingly!

  11. Make a Back-Up Plan for the Unexpected

  12. Anticipate crisis. Be prepared for problems and have a back-up plan to solve them. When the unexpected arises, you can use your time and energy to activate your back-up plan. You won't have to think or worry about what you need to do - you'll already know.

Creating a Back-Up Plan

The following situations can present problems for working parents and working caregivers of the elderly. Read each one to see if it pertains to your life. If it does, write down a back-up plan.

  1. My child wakes up sick.
  2. My child gets sick at day care or school while I'm at work.
  3. Unexpected company comes to my house at dinner time.
  4. My car breaks down.
  5. I have to work late.
  6. My elderly parent gets sick.
  7. My provider can't take care of my child/elderly relative.
  8. I have to go out of town for work.
  9. My child is in a school performance and I am not able to attend.
  10. My child loses the house key and can't get into the house after school.
  11. Others:

B. ORGANIZING

Getting organizing may be easier said than done, but being organized helps save precious time and energy - the two commodities we seem to have the least of.

Tips For Getting Organized

  • Make a prioritized "to do" list for home and work each day.
  • Use a large family calendar to list all family members' activities and schedules for the week. Post it in the kitchen for all to see and use.
  • Consolidate errands and household tasks instead of making small frequent trips. For example, drop off shoes to be repaired on the way to the cleaners and grocery store.
  • Combine activities to satisfy your varied needs. For example, take a regular brisk walk with a friend whom you wouldn't ordinarily see. You'll be strengthening your body as well as an important friendship.
  • Cook in large quantities and freeze separate meals.
  • Order clothing, gifts, and household items from catalogues or on-line.
  • Develop a system to ease transition times between work and home.
    • Organize items that are needed when you leave the house each morning. Some people designate a different corner of the kitchen for each child's belongings. In the evening they place the items that the children will need for the next day in the designated space. Leave your briefcase, purse, coat, etc. by the door.
    • Give yourself enough time to shift from one role to another. This might mean getting up ten minutes earlier so you won't feel the need to rush.
    • Focus on one role and one activity at a time. When you are home, try not to think about your job and vice versa. Energy is wasted when you are doing one thing but your thoughts are elsewhere.
    • When you come home from work, change out of your work clothes and put on your at-home clothes to help you move into your parenting role.
  • Establish daily and weekly routines - for shopping, cooking, cleaning, doing laundry - that all family members can rely on. These routines should not be rigid, but they should provide a comfortable pattern for getting things done. When everyone knows the family routine, there are no surprises that can cause problems. Having a sense of what is done and when it's done reduces tension, and allows people to anticipate and prepare for changes.
    • Saturday morning the family spends one hour cleaning and organizing the house.
    • Friday night meal is pizza or other take-out food.
    • Saturday afternoon Dad plays basketball. Sunday afternoon Mom has her "free" time.

 

 

 

 

 

 

  

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