What You Will Learn

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• How to make conscious choices about your time professionally and personally

• Implement a proactive approach to allocating your time

• Rejuvenate and invigorate yourself professionally and personally

• Recognize the ways your professional and personal life influence each other

• Regularly reward and re-energize yourself  

• Create a series of professional boundaries to protect your time

• Develop established hours of availability for client meetings

• Empower your team to effectively screen and manage as many incoming calls as possible

• Create a structured approach to ongoing team communication to minimize daily interruptions

• Increase business productivity through focused time allocation

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How You Can Get Started

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Achieving Balance with Boundaries

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Once you’ve clearly identified what matters most to you based on your living your Best Life, it is time to allocate your time in a way that supports achieving it. 

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1. Review Living Your Best Life – The Absolute Yes List to get anchored back to the various aspects of your life that will require time.

2. Use the Weekly Schedule of Success and based on the work just completed, begin to allocate your: Personal Time and Professional Time. 

3. When allocating your Personal Time, do so in a way that allows you to achieve what matters most to you: Personal Relationships, Health & Well-Being, Personal Enlightenment, Recreation and Fun, Anything and everything else that is important to you.

4. To accurately reflect your available Professional Time (and true capacity), we recommend you block all time off for vacation and conferences in your calendar immediately.

5. Create structure weekly by defining specific purposes to each day of your work week:

   • Planning & Preparation

   • Client & Prospective Client Meetings

   • Follow Up, Research & Clean Up

6. Once you establish some weekly structure, you can then begin to work on creating daily structure.

   • Refer to Live Consciously & Choose Wisely for more guidelines on how to make this happen.

7. Once you create your Weekly Schedule of Success, you are ready to put it into action. You can improve your probability of success by reviewing it carefully with your team and answering any of their questions. Transferring the ‘plan’ from paper to actual time blocking on the calendar you use. Ensure you have a Weekly Team Meeting to keep everything on track. 

8. Be diligent about keeping your time commitments.

9. Encourage your team members to proactively allocate their time in a way that supports their priority activities. 

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Implementing Boundaries – You live by the rules you set.

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1. Use the Boundaries: Client Meeting Protocol to create order and structure around when and how you meet with clients.

2. Review and customize the Boundaries: Telephone Answering Protocol to ensure your team does a professional job managing all incoming calls and minimizing telephone interruptions to you.

3. Check your email at regular intervals (morning and afternoon) instead of living and responding to emails in real time.

4. Use the Boundaries: Weekly Team Meeting to minimize interruptions for everyone on the team.

5. Close your door when working on things require your focus and attention to reduce.

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