Time: 30 Minutes

STEP 1: Using the Off My Plate worksheet, identify things you’ve been doing over the last month that meet the following criteria:

• Work or chores you do now that another team or family member loves to do
• Work you do now that requires a set of skills that another team member would like to build
• Work/errands/chores that do not have to be done in the short-term and if not delivered, would not negatively impact your well-being or success
• Work you can pair up with others on (i.e. playdates, pay your children to do chores around the house, collaborate on a work assignment, etc.)

STEP 2: Based on the list of work/chores you’ve just outlined, select one thing you’d like to take off your plate, and select the strategy you would like to implement to remove the work from your plate.

STEP 3: Meet with your manager or family to review your Off My Plate worksheet and determine if it is possible to remove the selected work from your plate. Make any adjustments needed.

STEP 4: Together, identify the actions you and anyone else involved need to take in order to remove the work from your plate. If the work you want to remove from your plate impacts the family, meet with those directly involved and ask for their help.

STEP 5: Follow-up with those who helped you and share how the reduced workload has impacted your work-life balance. Determine if future actions must be taken and thank them for their flexibility and trust.

Off My Plate 

Based on the list of work you’ve just outlined, select one thing you’d like to take off your plate, and decide how you would like to go about removing the work from your plate.