THE  PROPHET MARGIN: 
  T
he Ever Elusive Work-Life Balance (Part I)
  Adrianne McVeigh, Ph.D.


This is the third installment of Prophet Margin, the column that highlights members and debates hot topics in the field of Consulting Psychology. As wisdom assumes many forms, everybody from experienced consultants to students, to transitioning or emerging professionals are expected to participate in this forum that showcases not only the intellectual capital, but the fellowship of this organization. This month features the first installment of a 2-part series on Work-Life balance.

“It seems that we have it backward in our society. We tend to look up to people who are under a great deal of stress, who can handle loads of stress, and those who are under a great deal of pressure.”
Richard Carlson

“Most people struggle with life balance simply because they haven't paid the price to decide what is really important to them.”
Stephen Covey

With demands in the workplace steadily increasing and technology providing instant access to employees regardless of time and place, work-life balance (or rather, the lack thereof) has become a growing concern in our society. Although definitions of work-life balance vary, common elements among these definitions include the notion of equality between experiences in both work and other (e.g., family) roles, as well as high levels of satisfaction and effectiveness among these roles. Lack of work-life balance (e.g., work-family conflict) has been associated with various negative outcomes such as job dissatisfaction, increased likelihood of mental illness, marital dissatisfaction, burnout, job turnover, and general life stress (Adams, King, & King, 1996; Allen, Herst, Bruck, & Sutton, 2000; Frone et al., 1992b; Frone, 2000; Parasuraman, Purohit, Godshalk, & Beutell, 1996). Therefore, there is an obvious need to help employers and employees alike find positive solutions to the “work-life challenge.”

In order to gain insight into how consultants tackle the issue of work-life balance with clients and in their own lives, I posed the following questions to three consultants and members of Division 13.


Think of a time when assisting a client in achieving work-life balance was a primary issue in your consulting work.

1. What are the greatest obstacles to achieving work-life balance among the clients you’ve worked with?

Ann Evangelista

Time.  In my experience, clients are often painfully aware of their own needs for a balance between work and non-work activities.  They often cannot find enough hours in the day to balance work demands with family, social and recreational activities, however.  This increases stress, guilt, etc.  A client recently made this statement, which I think captures this pressure accurately: I constantly feel guilty that I’m disappointing everybody.  Even though I work 10 or more hours a day, there’s always more to be done.  And when I get home, I feel like my family has been waiting for me for hours and I don’t have enough time with them.”

Accessibility.  In our Blackberry/cellphone/wireless era, we are constantly accessible.  Most of my clients are now accessible virtually every waking hour of the day, from the breakfast table to the car to the gym to the bedroom.  This interferes with much-needed time for decompression, self-reflection, recreation and socialization. At the same time, this constant accessibility reinforces a cycle of high expectations; if you respond to an email from your boss at 10PM, she is likely to think you are available at 10PM for emails in the future. 

Aspirations. While having high aspirations is an important element in growing as an individual and an employee, sometimes “getting ahead” takes precedence over other priorities. There can be an implicit pressure, even within organizations, that personal lives should be ‘sacrificed’ (at least for a time) for career advancement.  It is easy to get caught up in a cycle of sacrificing personal time for this project or that request; the challenge becomes, where does one draw the line?

A psychological need for productivity.  In Erikson’s psychosocial stages, “generativity vs. stagnation” occurs from ages 25-64 (E. Erikson, Childhood and Society, 1950).  This is the time when we aim for productivity in an effort to create something for the next generation. Our current business norm (and our professional culture) is “stagnophobic” (I made this word up, I think!); that is, business people tend to fear not being busy enough, becoming stagnant, and then somehow losing their “place” in the achievement race. What people (and businesses) fail to recognize is that the other end of the spectrum is just as damaging; being too “generative” can lead individuals to overextend themselves, over-commit, burn out, etc.

Lynne Hornyak

A long-standing pattern of self-sacrifice. Clients with this pattern have learned early on to put others’ needs first. They are engaged, responsible and responsive leaders who can be counted on to contribute 150%. Yet, when it comes to allocating time, they forget to put themselves in the equation -- or feel uncomfortable doing so, or believe that extreme sacrifice is just part of leadership. And, it’s possible that their organization views it that way as well.

Not valuing renewal. This is what Boyatzis and McKee discuss in Resonant Leadership and often goes hand-in-hand with self-sacrifice.  Clients in this group typically relish the pace, pressure and demands of leadership. They tend to believe that acknowledging or succumbing to stress is a sign of weakness. So they take short vacations, if at all, and are constantly “on call” by phone, email or Blackberry.  They value their “toughness,” yet don’t see their sleep problems, irritability, overeating, headaches and high blood pressure as signs from their body of an imbalance in their approach. Again, this may be the organization’s attitude as well, which reinforces the client’s perspective.

A belief that there should be a “balance.” Clients with this belief tend to be high-achievers. They are at work 60+ hours, on frequent travel, represent the company at numerous events, spend substantial time with direct reports on career development, to name a few activities. They also expect themselves to be home for dinner, albeit late; attend their children’s sports and school activities; get their children off to school in the morning; have a social life; spend time with extended family, etc --- all at the same time and enjoying it to boot. They don’t have a concept of  “life as juggling”--  that sometimes work is front and center; sometimes it’s your child’s knee surgery, and sometimes it’s the family vacation that’s paramount. The other items have to be juggled – placed in the background or even dropped temporarily. These expectations for achieving balance can have a significant emotional and physical cost.

Michael Madera

Competing Needs. Many of my clients operate under outrageous pressure to achieve results, with huge goals that they set for themselves or are set for them. These goals, and the potential for financial or professional rewards, are often given more weight than personal or family needs.

 

Doing things right.  Many clients struggle with inefficiency in how they get things done.  While business goals may be clear, often there is not enough focus on setting objectives and then aggressively prioritizing among them. So much time and energy is misspent due to problems here.

 

Doing the right things. While inefficiency is an easy target, many clients stumble by not asking questions about the bases for their choices. One client recently realized that a time-consuming and dreaded reporting activity only required about 30% of the effort and precision he had been devoting to it for years! A more fruitful conversation ensued about why that approach had seemed so important.

 

The Big Picture. When taking the 30,000 foot view, some clients realize that their issues stem from deeper confusions or a mismatch in their choices of job or career. Others discover that their over-attention to work is really a disguise- a workaholic response to unresolved conflicts dressed up as a work-life balance issue.

 

2. What strategies have you employed to help clients obtain work-life balance?

Ann Evangelista

Conduct a gap analysis.  I often conduct this exercise with my clients:

  • First, I ask them to draw two circles, one on each of two pieces of paper. I ask them take one circle and pretend it is a pie. I ask them: how you are spending your time in any given month?  How much time are you spending on work? Family? Friends? Hobbies? Health/well-being?  Etc. I ask them to divide up the pie accordingly, assigning percentages to facilitate discussion.

  • Then, I ask them to draw their “ideal” pie. How much time would you ideally spend on each of these activities? Divide up the second pie accordingly, with appropriate percentages.

  • Now compare the two and do a gap analysis. Where are the biggest gaps? Where can you make changes to align your life to look more like pie #2?

Action plan.  The type of exercise aligned above can cause stress. A businessperson may feel guilty and anxious that she is not following her internal priorities. It is important to take this anxious energy and transfer it into something productive. Help her create concrete, specific goals (a la SMART goals) in order to start driving new behaviors. Ensure these are actionable and result in sustained behavioral change.

Anticipate bumps along the road.  Family systems teach us that homeostasis is important in families; it is also important for work families and organizations. Whenever an individual tries to make a change, there will be natural resistance and effort to regain equilibrium. Ensure the client is aware that this might happen, and where possible, plan for it. For example, if a client has been traditionally staying at the office until 7PM each night, leaving at 5 may throw off the hours kept by other associates, etc. Suddenly, there may be a spike in the number of “crises” that arise around 4PM. Help the client set clear boundaries and make other arrangements for dealing with the crises; i.e., increase early day planning sessions, greater frequency of one-on-one meetings to cover relevant issues, etc. It will be important that the individual maintain consistency in his behavior in order to reset norms and expectations.

Find success in something outside of work.  Oftentimes, clients can get lured into work because there are tangible links to success:  increased profitability, higher PPS (profit per share); reduced staffing turnover, etc. People do not always find this to be the case at home; a client may be a powerful decision-maker at the office, yet find her household runs quite well without her. It is important that we work with such a client to help her identify something that will give her a sense of achievement outside of work. Perhaps it is a sport a client has never tried or a hobby she long put down. Whatever the case, make sure it is something that provides both inspiration and satisfaction outside of work. 

Lynne Hornyak

I like tools that allow clients to see the tensions, the benefits and costs of their choices in a visible, tangible way.

Some tools that I use:

  • Pillars of a Balanced Life. Most coaches are familiar with the Wheel of Life. I use a variation, Pillars of a Balanced Life, developed by Ben Dean, founder of MentorCoach. The Pillars are key life areas displayed in bar graph form. Clients generally like this format because bar graphs are a common workplace tool. This tool allows clients to self-rate their satisfaction with different life areas, to graphically see how much attention that they’re giving to essential life components, and discern what is in or out of balance for themselves. The graph then serves as a springboard for discussion of steps that can be taken to enhance satisfaction in various life areas, and thus achieve greater “balance.”

  • Tolerations List. When a client feels stressed and overloaded, ask them to make a list of 25 things that they are tolerating. They can, of course, write separate lists of what they are tolerating at work, with family and friends, and in other situations. It helps clients to see what they are allowing that adds to their imbalanced state, and to decide what they need to change.

  • SDAs. Request that the client identify and act on a Single Daily Action (SDA) – one small item that is their commitment to “righting the balance.” Have the client post their SDA – a postette in their wallet or daytimer, on their computer screen –where they will frequently see it. Whether the client  takes the action or not, this activity heightens their awareness of the issue.

Michael Madera

I generally look at three areas: efficiency, fulfillment, and health.

 

Efficiency: I often start with helping people work smarter. We look at business goals, roles and procedures, guided by Beckhard’s GRPI model. As the client works to align these, we often work to optimize processes: prioritizing, focusing effort, delegating, etc... I help clients identify what I call “bugaboo behaviors” – patterns and habits that catch them up and don’t serve their best interest. We also keep an eye out for the “shiny, moving objects” of worklife, like the incessant chime of incoming emails that pull people off track. These stimuli can spur true addictive behaviors... with or without a “crackberry” to accelerate the process.

Fulfillment: Questions with deeper meaning and fulfillment help cut through to what really matters... a person’s life goals and passions. Whenever possible, I help clients align aspects of work with their abiding interests. Many busy people also lose track of the rejuvenating benefits of recreation, especially activities the client experiences as joyful and fulfilling, not just entertaining. Volunteering and community service serves this purpose for some, and can do an amazing job of re-aligning priorities that have gone astray.

Health: For dramatic or persistent issues, I pay close attention to any signs of underlying illness. In these cases, I encourage visits to health care providers to rule out both physical and mental health issues.


Ann Evangelista  Psy.D., MBA is an Executive Consultant with Corporate Psychology Resources. Her areas of specialty include individual and team development, workshops and training facilitation, executive assessment, leadership development, succession planning, executive coaching, and partnering workshops. While Dr. Evangelista travels roughly 70% of the time, she is firmly committed to serving her community. In addition to coordinating employee volunteer work within CPR, she serves on several nonprofit Boards and as a triathlon mentor for Team in Training (the Leukemia and Lymphoma Society). Dr. Evangelista was recently recognized for her commitment to service by the Atlanta Business Chronicle’s “Up & Comers: 40 Under 40” awards.
Phone: 404.965.5212
Email: aevangelista@corporatepsych.com
www.corporatepsych.com


Lynne M. Hornyak, Ph.D., PCC is a clinical psychologist and coach who brings over twenty-three years of experience as a therapist, educator, trainer and author to her work in personal leadership development. She maintains a full-time coaching and consulting practice in Washington, DC., working both in person and by telephone. Her clients are professional men and women including corporate executives, entrepreneurs, senior-and mid-level managers and other professionals. In addition to maintaining a thriving therapy practice for eighteen years, she has worked as the director of a mental health clinic, taught psychology courses at the Pentagon, conducted workshops and trainings in her specialty areas, and edited two professional books.
Phone: 202.387.5923
Email: Lynne@LMHServices.com
www.LMHServices.com


Michael D. Madera, Psy.D. is a licensed psychologist with 18 years experience in the areas of individual development, counseling and organizational consulting. His company helps leaders and organizations grow- through executive and leadership coaching, pre-hire and developmental assessments, team development coaching, and helping innovate and evolve in line with business strategy. Clients include NYSE and NASDAQ-listed corporations in financial services, marketing, high-tech manufacturing, software, internet services as well as individual executives seeking leadership coaching. Michael has conducted pre-hire and developmental assessments for over 400 candidates and managers, and has coached over 60 professionals, managers and executives. Michael is immediate Past President of the New England Society for Applied Psychology (www.NESAP.org) and a Contributing Member of the Executive Coaching Forum (www.theexecutivecoachingforum.com).
Phone: 781.393.8964
Email: michael@maderapartners.com
www.maderapartners.com


Dr. Adrianne McVeigh holds a Doctoral degree in Clinical Psychology from the University of South Carolina.  She received her undergraduate degree from Dalhousie University in Halifax, Nova Scotia. Adrianne’s doctoral studies included a focus on Community psychology and her research and practice interests include leadership, gender issues in the workplace, and work-life balance. She completed her pre-doctoral internship at The Reading Hospital and Medical Center.  Adrianne has done extensive work in the areas of personality assessment, individual counseling/coaching, and group process.  She is currently assisting Division 13’s Education & Training Committee in the dissemination of Distance Learning seminars and recordings to graduate programs. In her spare time, she enjoys hiking, cooking, and traveling to far-off places.
Phone: 803.361.9403
Email: adriannemcveigh@gmail.com


References

Adams, G. A., King, L.A. , & King, D.W. (1996). Relationships of job and family involvement, family social support, and work-family conflict with job and life satisfaction. Journal of Applied Psychology 81(4): 411-420.

Allen, T. D., Herst, D.E., Bruck, C.S., & Sutton, M. (2000). Consequences associated with work-to-family conflict: A review and agenda for future research. Journal of Occupational Health Psychology 5(2): 278-308.

Frone, M. R., Russell, M., & Cooper, M.L. (1992b). Prevalence of work-family conflict: Are work and family borders asymmetrically permeable? Journal of Organizational Behavior, 13, 723-729.

Frone, M. R. (2000). Work-family conflict and employee psychiatric disorders: The national comorbidity survey. Journal of Applied Psychology, 85(6): 888-895.

Parasuraman, S., Purohit, Y.S., Godshalk, V.M., & Beutell , N.J. (1996). Work and family variables, entrepreneurial career success, and psychological well-being. Journal of Vocational Behavior, 48: 275-300.