Most of my friends have heard me wax poetic about how my darling husband is very different from me — in a way that I appreciate, because I feel it makes us a good team. He’s very relaxed and laid-back and thinks in terms of the big picture. I’m assertive, a go-getter, and detail-oriented. He lives in the moment, I tend to pace toward the future. He tends to think things through very carefully, sometimes taking a long time to make a decision. I tend to be rather impulsive and impatient! We have been together 15 years now, and I have come to love these differences. Just by being himself, he helps me relax and enjoy things as they are. We have many things in common, but the differences keep it interesting. I started to respect, honor, and cherish our differences when I went through coach training and began to perceive things differently.

My sister is another case in point. We are only 14 months apart in age, and we couldn’t be more different. We inverted most of the standard older child/younger child dynamics (she’s younger, but was much bolder than I was). We have dealt with common issues in our family, of course, but beyond that we are extremely different. We fought like cats and dogs growing up, of course, and we could never live in the same house again without maiming each other (if the last time we tried that is any indication). Over the years, I have come to truly value our differences, as she gives me a totally unique perspective on things. If we had met as strangers, I don’t know if we would have become friends — the differences would have made it seem as if we had nothing in common. As sisters, our relationship is all over the place, in a good way! We are starting to discover the things that we do have in common now.

My book group, of which I have been a member for 15 years, is another great example. We have a wide range of women in the group — some are mothers, some are grandmothers, some have never had kids. We have marrieds, divorceds, and never marrieds. Some young, some older, some in between. A variety of hobbies and careers are represented. The discussion is always lively. Heated disagreements, loud laughter, and a lot of thinking and interpreting. It’s a monthly discussion that really challenges and stimulates me because of all the differences in perception.

Enough about me! What relationships balance you? Whom do you love because of (not in spite of) your differences?

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I’ll give a personal example. For a long time, I’ve held space in my heart and in my dreams for motherhood. In talking with my husband about having a child, he asked a great question: “How will we have a kid when we’re so busy as it is? How will we fit it in?” I realized then that something that large and life-changing doesn’t just get “penciled in” to our existing life. We must create space for it, giving up certain things and changing others so that we might be healthy, whole, and ready.

So I began paring down my responsibilities, specifically by deciding not to step up for officer roles in various professional organizations I belong to. I did some reading about fertility, learned how to chart, started taking prenatal vitamins, and tried to eat better and exercise more. I had some appointments with my doctors to deal with various issues I was concerned with. I put some money in a savings account to use during maternity leave.

I’m going through a similar process of making choices with my business right now. I am evaluating my commitments and side projects, winnowing some down so I can focus on my core interests and my best work. It’s a little bittersweet at times, saying goodbye to something that was fun but no longer moves me in the direction I want to go. But it opens new doors of opportunity, and that’s quite exciting to me!

I’ve blogged before about setting a goal and making sure it is SMART (specific, measurable, achievable, realistic, and timed). Coaching is a way to help people set goals, figure out a plan, and track toward achieving it. Making space is a critical step that might get overlooked by some. We can’t keep cramming our lives full of stuff to do without occasionally weeding some things out and changing others.

What do you do to make space? What do you make space for?

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I take a holistic approach with organizing and suggest people start with their mind. This means living in the present and not spending time in fear and anxiety. I consider this an important step in getting inside and outside organized. These questions by Geneen Roth are written on a whiteboard in my office. When making a decision I reflect on these questions.

1. Does it lead me toward a fuller life or confine me?
2. Does it bring me closer to my heart or take me further away?
3. Does it open me or close me?
4. Does it allow me to trust myself further or does it make me frightened of myself?
5. Does it enlarge my life or does it make my life smaller?

Take some time to reflect who and what is important in your life. Who nourishes you? Spend time with the people who uplift you. Invited to events you don’t want to go to? Don’t. It is your choice.

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Life balance has become a sort of holy grail in modern times. It’s hard to recognize it when we experience it, but we all know when we’re out of balance. Feeling overwhelmed, extra-stressed, drained, demoralized, and burned out are just some of the feelings that indicate a dramatic unbalance. So what is life balance, and how can we get some?

To start with, life balance is not time management. Life balance is not about fitting everything in, or saying “yes” to everything, or even allotting equal time to different parts of your life (work/family being an obvious example). It’s about knowing when to say “yes” and when to say “no.” This includes taking stock of the things that are important to you and making sure they are priorities in your life. Time and task management do not equal life balance, but they can be tools for helping you maintain it.

Whenever an opportunity comes up–a request to do something, volunteer opportunities, classes, work opportunities, anything at all–you have a choice of saying “yes” or “no.” Many people want to please or help others, like the feeling of being asked, want to feel accomplished or rewarded, or sometimes just feel obligated, so they almost automatically say “yes” to everything. It can be wonderful to experience growth and accomplishment from your commitments. But if you say “yes” to everything, you will very quickly find yourself overwhelmed, which can push you into crisis mode.

Some mindfulness and some intentionality when making commitments or accepting responsibilities offers a lot of clarity. Ask yourself the following questions when any kind of opportunity comes your way:

1. If I say “yes” to this, what else am I saying “yes” to? What am I saying “no” to?
2. If I say “no” to this, what am I saying “yes” to? What else am I saying “no” to?

It can be difficult to remember these yes/no options as things come up, so try asking yourself these questions about something that is already on your plate. You may find that there are more benefits than you thought to something you’ve agreed to; conversely, there may be higher costs associated with a task or responsibility. Don’t be afraid to let go of a responsibility or commitment that is no longer serving you.

I have found that when asking myself these yes/no questions before making a commitment, my values really start to show up. The things that are truly important to me make themselves known, and I can make a much more informed decision. It’s far more profound than just listing pros and cons. If I can see clearly what saying “yes” or “no” does for me on a personal level, then I can either accept joyfully or turn away from it with a sense of peace and wholeness.

Another key concept in life balance is prioritizing the things that are important to you. Steven Covey talks about this in his book First Things First: you don’t just prioritize the schedule, you schedule the priorities. Think about your life and the things that are important to you. If you want to be sure to be there in your roles as wife, mother, friend, healthy person, and spiritual seeker (to name a few of the many roles available to us), then you need to make sure your calendar reflects those commitments. If you believe that family is the most important thing, but your schedule is filled with extra work assignments, lots of networking, and business travel, you will feel the stress and disconnect of not sharing yourself with your family. A calendar review (weekly, monthly, however frequently you like) with your various roles and values in mind can really serve you in creating space in your life for all the things that are important. You can raise your awareness about your wants and needs and make sure that you have committed time to experience them in your life.

As you move forward with these techniques and some mindful intentionality in applying them in your life, you will experience several shifts. Shifts in your thinking will lead to new feelings, which create new actions and new results. You may find that your relationships grow and deepen when you make them a priority. You might stop feeling guilty when you say “no.” And you may end up with far more meaningful opportunities coming your way because you can wisely discern the ones that are right for you.

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I’ve used and recommended this technique for while, and it seems fairly simple, but there can be surprising depth in this simple process, so I have decided to explore it in a short series of blog posts. I’ve previously discussed the first D (delete) and the second D (defer).

The third D: delegate. If a task cannot be deleted or easily deferred until later, consider delegating it to someone else. I find this option to be a little harder than deferring, but not quite as difficult as deleting. Here’s why: delegating a task to someone else means letting go of it. Sometimes, letting go feels like relinquishing responsibility, and that can engender some guilty feelings.

Instead, look at it this way: if you delegate a task, what does that free up for you? Letting someone else do it will create more space in your planner and your life. What could you do with that time and space?

A good example: last year, I met and then hired a virtual assistant to help me with office work a few hours a month. I’m still learning to think in terms of delegating tasks to her, which is a challenge. What I have found is that when she completes a task for me, she does it in about a fourth to a half the amount of time I would take to do it. This frees me up to do higher-level billable work and creative thinking. As I tell people, she works ON my business, so I can work IN my business. Because of this, I am learning to thing bigger and my creativity is flowing, because I know she can handle the smaller details that distract me!

Some other places one can delegate (even if you don’t have underlings at work!):

1. Hire a CPA (worth every penny)
2. Get a cleaning service
3. Find a virtual assistant
4. Get a personal organizer (extremely helpful)
5. Assign the kids more chores

What are some creative ways to delegate tasks?

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I’ve used and recommended this technique for while, and it seems fairly simple, but there can be surprising depth in this simple process, so I have decided to explore it in a short series of blog posts. I’ve previously discussed the first D, delete.

The second D: defer. If a task or appointment cannot be deleted, consider whether it can be deferred until later. If it can be easily moved and will significantly help you out, go for it. Reschedule it!

This choice, in my opinion, is the easiest to make. Deleting an item entirely can be difficult to do, but deferring it until later is much easier on our consciences. It’s often easier to defer than to delegate, and thus “let go” of a task we have claimed responsibility for. I think many people (myself included) defer most of our to-do list when necessary (rather than deleting or delegating).

When deferring a task, it would serve us well to defer it only briefly and only once, so it doesn’t linger until it becomes a house-on-fire-must-handle-immediately task later on down the road. It can be far too easy to get in a vicious circle of moving from one crisis to another, putting out fires on a daily (even hourly) basis. That adrenaline rush lifestyle, however, is ultimately not sustainable. After a while, we end up crashing, hard, and doing nothing at all simply as a way to recuperate. Then we are at the extremes of either doing everything all at once, or nothing at all, neither of which serves us. The truth is, we all have to find an optimal mix of important, urgent, not important, and not urgent things to fill our time.

It’s also far too easy to defer all the fun things in favor of not-so-fun things. How many times do we cancel lunch with a friend, “date night,” or goofing-off time because other things seem “more important?” When looking at your planner and deciding what to defer, think hard before deferring these items that might bring some delight (the fourth D?) into your day. It may seem super-easy to cancel that lunch date with your pal, but consider this: Do you want some levity and fellowship in the day? How important is that meeting to your friendship? Would it give you some balance?

If you defer something more than a few times, you might need to check in with yourself: Why is this task constantly deferred? Is it truly important? If it is, why haven’t I done it yet? What would it take to get it done?

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I’ve used and recommended this technique for while, and it seems fairly simple, but there can be surprising depth in this simple process, so I have decided to explore it in a short series of blog posts. Let’s jump right in, shall we?

The first D: delete. This is fairly obvious–get rid of those things on your calendar or to-do list that you can really do without. Sometimes it can be surprisingly difficult to make this cut. We find it much easier to defer until later, or delegate to someone else. We tend to overcommit, we like to be involved, we want to say “yes” to everything. Suddenly, our calendar can fill up with the usual assortment of appointments, get-togethers, parties, meals, and all kinds of other events. If we do a lot of business networking or are self-employed, the list of appointments and tasks gets even longer. Suddenly the days are chopped up with a lot of busy-work, and not enough real meat to the day. Ever feel like you were running around a lot, but not really accomplishing anything? I know that feeling well. It leads to burnout, where you then end up doing nothing at all just to recuperate.

“But wait,” you might be protesting, “if I put a task on my calendar or in a list, then clearly I need to do it, I must do it, and therefore I can’t possibly delete it.” How can you approach your task list with an eye for removing some items?

You can, of course, begin by asking yourself question like, “Is it truly necessary? Does it have a big/immediate payoff? What’s in it for me?” Those can help you do a preliminary cull (or figure out what to defer or delegate).

It’s more enlightening to ask yourself something like “If I say NO to this task, what does that open up for me?” and “What do I want more of in my life? What am I willing to trade off to get it?” These kind of questions work particularly well if you look at standing commitments–things you do every week or month, or even just once or twice a year.

For example, I used to volunteer regularly at my local classical music station, every time they had a call-in fundraiser. At the time, I listened to the station a lot while I was working, and I like giving my time to help out, even when it took a significant portion of my workday. After a few years, I realized I was only agreeing to volunteer because I felt bad saying “no”–even though I no longer listened to the station! I was able to decline the next request to volunteer and reclaim a bit of my schedule.

It is difficult to say “no.” However, if you have thought through your needs and desires and can say “no” from a place of wholeness and love, you will open up new possibilities for your personal growth and joy. You will allow yourself to be your best because you can choose and commit to things with intention and mindfulness.

How do you cut items from your list or planner?

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