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Balancing Personal and Professional Life:

Healthy Case Manager Lifestyles

Janet Coulter, MSN, MS, RN, CCM

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Life is full of unexpected, unplanned and sometimes unwanted events. There are many demands on our time, energy and resources. As Case Managers, we must attempt to take care of our own physical, mental and emotional wellbeing as well as those of the people we care for. We sometimes forget about creating balance between our professional and personal life. Balance is necessary to maintain health. Case Managers have needs, too. We need to care for ourselves just as we care for all the people in our lives. And we need to give ourselves credit for doing the best we can in one of the toughest jobs there is!

This presentation will present ideas on how to maintain a balance between your personal and professional life when you are faced with life’s challenges.

Abstract

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At the completion of this presentation, the attendee will be able to:

Identify challenges experienced by Case Managers attempting to maintain personal and professional life balance.

Discuss how a Case Manager can balance work, professional, and personal life.

Examine ways to enhance personal and professional life balance.

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To identify the elements of a balanced life, you need to

Don’t lose sight of the big pictureDon’t lose sight of the big picture

Work smarter and live betterWork smarter and live better

Be clear about what you wantBe clear about what you want

What do you prize most about yourself and your life?What do you prize most about yourself and your life?

Identify your primary valuesIdentify your primary values

When your values are clear your priorities will set themselvesWhen your values are clear your priorities will set themselves3/11/2020

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Establish priorities

You can only do one thing at a time

Define your personal priorities

Differentiate between values, needs and wants

Establish priorities that reflect your personal and professional standards

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Plan your day

Set aside time every night to plan your following day

Make a list of the things you have to do and the things you want to do

Then review your list to determine the best use of your time

Focus on important itemes first

Put aside or delegate less important activities

Set aside some time just for you!

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Keep personal commitments

Personal commitments are easier to keep if you put them on your list!

Be sure personal

commitments are on your list!

Add family activities to

your list

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Manage your time

Make every moment count!

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Recognize the everyday activities and interruptions that waste your time and distract you

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Practice time management techniques to achieve greater results with the same effort!

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Avoid pitfalls

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Recognize the warning signs of personal and professional life imbalance

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Identify the traps that are preventing you from getting what you want out of your career and personal life.

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Commit to activities that are compatible with your abilities, talents, interests, and passions

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Don’t neglect your health

If you don’t stay healthy it will not matter how many important priorities you have, you will not be able to properly handle them

Don’t eat on the run, skip exercise, or forget to relax.

Analyze your dietary habits

Determine the best form of exercise for you

Recognize how and when you need to “recharge your batteries”

Staying healthy not only gives you energy but also will bring personal fulfillment and a more efficient, focused and successful professional life.

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Don’t ignore your social/emotional wellbeing

Social and emotional connections have a significant impact on your health.Social and emotional connections have a significant impact on your health.

Don’t ignore stress or anxietyDon’t ignore stress or anxiety

Devote time to your relationshipsDevote time to your relationships

Build new relationships by joining a group, taking a class or volunteering.Build new relationships by joining a group, taking a class or volunteering.

Limit interactions with negative peopleLimit interactions with negative people

Surround yourself with those who appreciate you and really careSurround yourself with those who appreciate you and really care

Take time to talk with family and friendsTake time to talk with family and friends3/11/2020

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Resist procrastination

Don’t wait!

Don’t put off time with your family, hobbies, spiritual development and health maintenance

The need for balance is immediate!

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Set a bottom line

Don’t allow the demands of your personal or professional life to compromise your values or top priorities

Don’t allow the demands of your personal or professional life to compromise your values or top priorities

This should be the foundation of a balanced personal and professional life.

This should be the foundation of a balanced personal and professional life.

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Don’t be afraid to delegate

Learn to delegate

Give away the things you do not personally need to do

Keep the things that can not be handled by anyone else

Direct your energies to what requires your personal attention

Focus on the activities that are of higher value and priority to you3/11/2020

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Blurred Lines

Sometimes the line between your personal and

professional life becomes blurred.

Remember your priorities

Personal and professional success

is often brought about by a health, balanced lifestyle

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Stay focused

Stay in the moment

Stay focused

When you are with family, be with family

When you are at work, be at work

When you are working on a priority, focus

Live in the present

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Seek new ways to find what works for you personally and professionally!

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Remember:

Stuff happens

Keep perspective

Don’t take things personally

Don’t take yourself too seriously

Laugh every day!

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A Positive Mindset

1.start the day with positive affirmation.

2. Foucs on the good things

however small

3. find humor in bad situations

4. Turn failures into lessons.

5. Transform negative self-

talk into positive self-talk

6. Focus on the present.

7. find positive friends,

co=workers, peers

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Your attitude is contagious!

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If you can change your mindset toward the positive, you can unlock untapped

reservoirs of potential within yourself.

Colin O’Brady

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Tara Parker-Pope

“Numerous studies have shown that self-compassion is strongly linked to overall well-being. Practicing self-compassion can reduce depression, stress, performance anxiety, and body dissatisfaction. It can lead to increases in happiness, self-confidence and even immune function.”

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Robyn Davidson

“The two important things I learned were that you are as powerful and strong as you

allow yourself to be, and that the most difficult part of an endeavor is taking the first

step, making the first decision.”

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In summary

Protect your personal and professional life balance.Protect your personal and professional life balance.

Eat wellEat well

ExerciseExercise

Get adequate sleepGet adequate sleep

The healthier you are, the more you will thrive personally and professionallyThe healthier you are, the more you will thrive personally and professionally

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Treat yourself to a delicious meal, a good book, a nice walk with a lovely view. As you would invest in the person you love, so you should invest in yourself.” Buddhist Monk

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References

The Custom Way Fundamental #21

Emling, Shelley, AARP (https://www.aarp.org), October 18, 2017. Caregiver Life Balance.

Neff, Kristin, Self-Compassion. 2019.

Powell, Suzanne K., “Work-Life BALANCE: How Some Case Managers Do it!” Professional Case Management: September/October 2018 –Volume 23 –issue 5 –p235-239.

Thomas, Daniel, AARP (https://www.aarp.org), November 8, 2017. Healthy Eating While Caregiving.

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