6 Steps to Creating Work-Life Balance in Your Firm

In your firm today, an increasing number of staff members – from the partner level to the administrative staff – are experiencing burnout, low productivity, dissatisfaction and stress-related illnesses, due in large part to a lack of balance between their work and personal lives.

It is time for your firm to look at how you can create greater balance between the work and personal lives of the number one asset in your firm – its people. 

This is not an easy issue to address. What looks like balance to one person may differ for another because individuals have different goals, values and definitions of success. A good place to begin to understand the issue of work and life balance is a common definition. Let’s look at three definitions of work and life balance:

  • Having a sense that there is enough time in the day to effectively accomplish work-related tasks.
  • The ability to get through our daily work and family responsibilities without feeling drained.
  • Having the ability to participate in activities we enjoy on a regular basis.

At the heart of successful work-life balance is the following:

  • Accomplishment: getting the stuff we need to get done.
  • Enjoyment: having the time for loved ones, fun, rest, exercise and hobbies.

The concept of achieving balance is simple. Actually creating a balanced life isn't easy, but it is definitely worthwhile.

Here are six steps to help you on the journey toward life balance (It's a process so don't look for "perfection," and remember to be patient with yourself):

1. Begin Your Balance Journey by Figuring Out What Your Values and Priorities Are

Yeah, I know … it feels like everything is a priority. Yet, too often, our time and energy are spent on things that we don't really care about. Once you're clear about your values and priorities, you can begin saying "no" to those things that move you further away from your values and priorities, and "yes" to those things that are in alignment with your values. You can begin to structure your life in a way that supports the personal and professional goals you want to accomplish.

Determining the goals you want to accomplish, and the quality of life you want to live, will help guide you toward figuring out what balance looks like for you.

2. Identify Your Balance "Blockers"

Balance blockers are those things that we either think or do that stand in the way of achieving balance. It's basically a perspective we hold about why we can't pursue balance-related goals. Some examples of blockers are:

  • Living according to the expectations of others at work and at home
  • Consistently putting the needs of others before your own
  • Fear of change
  • Hung up on appearances
  • Perfectionism

Once you identify your blockers, pay attention to when you use them as excuses to justify why you can't achieve balance in your life. Explore ways to accomplish your goals, in spite of your particular balance blockers.

3. Balance Your Mind

The key to balance is all in your head. Begin to think differently! So many accountants feel guilty about focusing on work-life balance, or they believe taking time out for themselves – away from work – is an unproductive use of time. I'll tell you what I tell my clients: GET OVER IT!

Most times, we treat our cars better than we treat ourselves. What's the first thing we do when we notice our car is low on gas? We fill our tanks! Well, living a more balanced life is about filling your tank. Those initially cynical accountants, who reluctantly committed to living a more balanced lifestyle and now report that they are more relaxed, have more time for themselves and haven't sacrificed their jobs, or their level of professionalism, in the process!

4.  Create "Non-negotiable" Time Blocks in Your Schedule at least Two Times Per Week
Non-negotiable time is personal time that you set aside for yourself that you absolutely cannot and will not reschedule, cancel or postpone. It's simply non-negotiable. Devote at least 30 minutes to these time blocks. Enter the non-negotiable appointment on your calendar, as you would for any other appointment. You can use the time for anything NON-work related. This time is set aside so that you can focus on you. Go workout, get a massage, take yourself to the park or simply do nothing! Just pick something that you'll enjoy. It may feel strange, at first, but commit to doing this for at least six weeks, and guess what? You'll get the hang of it.

5. Consider Hiring a Professional Coach

When you're trying to achieve a more balanced life and everyone around you is being rewarded for working round the clock, it's tough to stay focused. The truth is making a change that will affect you personally and professionally can be challenging … even when the change will be positive. This is primarily because familiar patterns are hard to break. The bottom line is that we all need someone to talk to. Not a significant other, colleague or friend, but someone whose only job is to help you plan your career, manage your life and set goals to keep you on track. That is the job of a Professional Coach.

6. Create a Vision
Having a vision of what you want to accomplish is a powerful tool to helping you achieve any goal. Write down your vision of a more balanced and fulfilling lifestyle. In creating your vision, consider this … If your life was more balanced than it is today, what would you have time to do? What would you no longer do? How would your career improve? What impact would a more balanced life have on your relationships and your quality of life?