The Juggle

1. The Juggle

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. #BeLeaderly @RoderickWilson3 @SelenaRezvani linkedin.com/in/liz-curran linkedin.com/in/adrienne-burch-8644b61/

4. #BeLeaderly Siemens PLM Colorado State Bank of America

5. The Juggle

6. Corporate Subscribers

7. Welcome!

8. Selena RezvaniVP 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 BurchManagement & 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 CurranSenior 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 “findingyour 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 WilsonSVP, 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

17. 3 Tools forWork-Life Balance

18. The Juggle

19. The Balance Sheet Circle any areas that are important to your work-life balance. Creative writing, school board

20. Let’s Debunk Some Conventional Wisdom…

21. Top Ten 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 EmotionalWellbeing Community Creativity Family Health Fun Self-esteem

22. Top 3: The Non-Negotiables Of your top ten, select the three of greatest importance to your 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 Add them to a sticky note in your car Save them as the background image on your smart phone Set pop-up reminders in your e-calendar Enlist an “Accountabili-buddy” Have conversations at work to set boundaries

25. Shoulds

26. Shoulds • I should be volunteering for the _______. • I should take a trip to see my ________. • I should invite _______ for dinner. • I should clean out the garage.

27. Not- To-Do List To-Do List

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 NO No explanation, no excuse, no apology. —Fawn Germer

30. Just Say “No” • 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

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 recommendDrop 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. FOMO Fear of Missing Out JOMO Joy 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. The Juggle

39. What is one thingyou’ll do differently after today’s session?Visitwww.pollev.com/leaderly

40. Q&A Liz Curran Rod Wilson 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 PipelineTuesday, 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

44. 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

45. Parting Truthbombs Liz Curran Rod Wilson Adrienne Burch

46. “Schedule life first.”— Alexandra Franzen

48. Discussion Questions • Which area presents the biggest challenge for you? • Protecting time for your “Non-Negotiables” • Allowing yourself to have “Not-To-Do’s” • Saying “No” • What’s one action you’ll take to invest in a “non-negotiable” of yours? • What’s a “To-Do” in your life you could let go of? What’s the #1 difference it would make for you? • Which task that you’ve been agreeing to - will you start to say “No” to?