When Stefanie, the Executive Director of Innovators Alliance, asked me to facilitate a session on work-life balance for entrepreneurs at the recent “Fresh Thinking. Shared” power meeting, I had two reactions:
Part of me was genuinely excited. And part of me… cringed.
Why? Because I, too, am tired of hearing the same generic advice that doesn’t stick. I’m tired of endless social posts pushing productivity hacks and morning routines as if they’re the magic fix. And frankly, I’m tired of the obsession with the term “work-life balance” itself—like renaming it “integration” or “fusion” is going to magically change how we actually live and lead.
It doesn’t.
So, I made a decision: if I was going to lead this conversation, I would do it differently. I’d share what I actually do with my clients- busy, ambitious leaders who want to lead with more purpose, more energy, and more fulfillment and not trade one form of burnout for another.
And here’s the truth:There’s no list of tips. No silver bullet. No one-size-fits-all calendar template.
It takes real work to live a life that aligns with what matters to you. But if you’re ready to do that work, this process works.
By the end of this session, nearly every participant said the same thing:
“This was the first time I’ve heard something real. Something that actually speaks to what it takes to move closer to the life I want.”
The Real Question
At the heart of this entire conversation is one question.And it’s simple, yet profound:
Are you spending your time on what matters to you, in a way that actually works for you?
That’s it.
But notice the two parts:
What matters to you
In a way that actually works for you
Both are critical.
This is not about time management. Time isn’t the point, but time is the tool. Because time is finite. Time is measurable. And it allows us to move this conversation from vague ideas to actionable data.
Trying hacks and tips without understanding your patterns is like rearranging the furniture on a sinking ship. We want to fix the foundation first.
The Roadmap
Here’s the simple process we used in this workshop, and the one I use in coaching:
1. Target → Define What Matters (Your North Star)
2. Time → Measure Reality (Time Study & Analysis)
3. Traction → Make Shifts and Create Alignment (Plan & Action)
Step 1: Target – Define What Matters
If you don’t define success for yourself, someone else will.
You get sucked into corporate norms and start climbing a ladder that’s leaning against the wrong wall. Or you start your day in your inbox, letting everyone else’s priorities run your schedule.
So, we begin by defining what success looks like – both strategically and tactically.
Strategic Lens: Your Values
Your values are your internal compass. When you honor them, you feel energized. When you don’t, you feel drained.
We used a simple process:
1. Identify values that resonate
2. Group and prioritize — what’s non-negotiable?
3. Score your current alignment: 1–10
4. Ask: If this value were fully expressed in how I spend my time at work and at home, what would it actually look like?
Your values worksheet is here.
Tactical Lens: Your Calendar
If you don’t define your destination, you can’t steer toward it.
Most people say:
“I want a better work-life balance.”“I want more time to exercise.”
But they never define it.
We want a defined destination, aka make it specific:
What’s your ideal number of weekly work hours?
What’s your ideal workday look like?
What categories do you want to see in your calendar?
For example:
Creativity & reflection
Business development
Deep work
Team building & trust
Learning
Relationships & connection
Health & fitness
And not just for the week – think of monthly and annual rhymes that define what is important to you (use your insights from the reflection on values):
A yearly getaway with your partner
Monthly check-ins with a mentor
Quarterly learning retreats
If you don’t capture it, life will fill your calendar with noise.
(Your ideal week worksheet is here)
Continue reading: Part 2
