Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
SlideShare a Scribd company logo

Moskowitz plenary

•Download as PPT, PDF•
•
The Foundation for Medical Excellence
The Foundation for Medical Excellence

This document outlines a presentation on maximizing vital resources through values-based time and money management. The presentation covers assessing personal values around time and money allocation, evaluating current allocations, and developing a personal balance plan. It discusses managing resources strategically through continuous learning, effective stress management, balancing life responsibilities, and financial planning. The goal is to help physicians avoid sacrificing health, relationships, and enjoyment of life in order to make money or recuperate, but to instead fully live in the present.

1 of 43
PETER S. MOSKOWITZ, M.D. EXECUTIVE DIRECTOR CENTER FOR PROFESSIONAL & PERSONAL RENEWAL PALO ALTO, CA Foundation for Medical Excellence October 6, 2012 Maximizing Your Vital Resources: Values-Based Time & Money Management
Disclosure Statement • Peter S. Moskowitz, M.D. reports he has no relevant financial relationship with any commercial entity, other than his own consulting business, that provides products or services relevant to this presentation.
Maximizing Your Vital Resources Learning Objectives At the conclusion of this presentation physicians will: 1. Address personal values surrounding time allocation. 2. Assess personal time allocation. 3. Clarify personal values surrounding money allocation. 4. Evaluate personal wealth management.
What is Your Career “APGAR” 1. I am satisfied with my commitment to personal growth. 2. I have a strategy for dealing with career change. 3. I am satisfied that may career and life priorities are mine only and reflect my current values. 4. I am satisfied with the way I use my 168 hours/week. 5. I have a financial plan which reflects my goals. 6. I have balance between work and my private life. 7. I practice an effective stress management routine. 8. I know my personal purpose and values. 9. I have an effective mentor and support network. 10.I do not feel stuck in my life or career. Modified from: J.H. Pfifferling, Ph.D.
1 point for every “Yes” answer 0 point for every “No” answer Add total points to get total APGAR SCORE SCORE OF 9-10: SCORE OF 6-8: SCORE OF 5 or less: High Level of Career Wellness Significant Imbalances / Stress Your Life and Career are in Chaos Seek Professional Help Scoring Your Career “APGAR” Modified from: J.H. Pfifferling, Ph.D.
Why the Fuss about Time & Money? • Both can be sources of great stress • Good management required for renewal • Docs don’t have great stress toolboxes • Life & practice conditions, effecting time and money, are changing rapidly
STRATEGIES FOR PERSONAL RENEWAL • Assess Values and Purpose Annually • Institute Personal Wellness - Healthy Diet - Regular Aerobic Exercise - Consistent Sleep - Preventative Medicine - Regular Fun • Manage Your Stress Effectively (healthy coping) • Balance Your Life • Develop a Support Network • Manage Your Time and Money Strategically • Build Good Communication Skills Copyright CPPR 2012
The Old Rules vs The New Rules • The Linear Rule • The Outside-In Rule • Learning is just for kids Rule • The Steady State Rule • The Circular Rule • The Inside-Out Rule • Learning isn’t just for kids Rule • Endless Change Rule Copyright CPPR 2012
The Linear Rule Be honest and work hard and you will experience… PROGRESS HAPPINESSHAPPINESS SECURITYSECURITY SUCCESSSUCCESS
The Circular Rule A CHAPTER OF YOUR LIFE NEW BEGINNING External ChangeExternal Change • Dreams & PlansDreams & Plans • AccomplishmentsAccomplishments • Decline & DiscordDecline & Discord Internal RenewalInternal Renewal • HealingHealing • New Goals & PurposeNew Goals & Purpose • TrainingTraining A LIFE TRANSITION BETWEEN CHAPTERS ENDING
The Outside-In Rule Family Work, CareerWork, Career VoluntaryVoluntary Groups,Groups, ProfessionalProfessional Associations,Associations, National RolesNational Roles Community,Community, ChurchChurch YOUYOU
The Inside-Out Rule Family Work, CareerWork, Career VoluntaryVoluntary Groups,Groups, ProfessionalProfessional Associations,Associations, National RolesNational Roles Community,Community, ChurchChurch YOUYOU Global RolesGlobal Roles and Citizenshipand Citizenship Winning at LifeWinning at Life Works Best from theWorks Best from the INSIDE-OUTINSIDE-OUT
The Learning-is-for-Kids Rule AdulthoodChildhood Launching Elderhood Working, Doing and Caring Learning Retired
The Learning-isn’t-just-for- Kids Rule Human Skills Knowledge & Information Technical Skills Values & Leadership
The Steady-State Rule AdulthoodChildhood Work + Love creates progress, reaching self-perpetuating levels of happiness, success, and security that get better and better with time.
The Endless Change Rule MidlifeYoung Adulthood Elderhood
PHYSICIAN COPING SKILLS • Work Harder • Work Harder • Work Harder • Bitch, Bitch, Bitch • Hope Things Change • Isolate Copyright CPPR 2012
CHANGING CAREER / LIFE EXPECTATIONS • The Burden of Educational Debt • The Cost of Home Ownership • The Desire for a Balanced Life • New Work Options • Early Retirement
The CYCLE OF RENEWAL as a Model of Life and Career Change
PHASE 1PHASE 1 GO FOR ITGO FOR IT PHASE 2PHASE 2 THE DOLDRUMSTHE DOLDRUMS PHASE 4PHASE 4 GETTING READYGETTING READY PHASE 3PHASE 3 COCOONINGCOCOONING MINITRANSITION RESTRUCTURE YOUR CHAPTER A LIFE CHAPTER A LIFE TRANSITON The Disenchanted Self The Inner Self The Passionate Self The Heroic Self THE CYCLE OF RENEWAL
PROLONGING “GO FOR IT” • Engage in Continuous Learning • Practice Effective Stress Management Balance Your Life! • Strategic Use of Time and Money • Schedule Frequent Fun!
Questions to Ponder: • In which phase of the Renewal Cycle are you with your various roles: _______________________________Spouse/Partner _______________________________Parent _______________________________Friend _______________________________Physician _______________________________Community Leader _______________________________Other • In which phase of the Renewal Cycle are you as a whole person? • What are the key actions you can do to make the best use of your time in this phase? • What are the key actions you can stop doing to make the best use of your time in this phase?
Reconnecting to Your Personal Values
The Importance of Values • values are our personal anchors as we are tossed about in the stormy, uncertain seas of life. • values define our character and sense of self • values help to establish meaning in our lives
Your Personal Values Questions to Ponder: 1. What is your most important personal value(s) regarding your time? 2. What is your most important personal value(s) about money?
It All Begins with a Re-evaluation of Your Purpose
Question to Ponder: What is YOUR Purpose?
Moskowitz plenary
Maximizing Your Limited Resources Time Management
The Time Management Matrix Urgent Not Urgent I ACTIVITIES: Crises Pressing problems Deadline-driven projects II ACTIVITIES: Prevention, PC activities* Relationship building Recognizing new opportunities Planning, recreation III ACTIVITIES: Interruptions, some calls Some mail, some reports Some meetings Proximate, pressing matters Popular activities IV ACTIVITIES: Trivia, busy work Some mail Some phone calls Time wasters Pleasant activities NotImportantImportant [S. Covey: The Seven Habits of Highly Effective People]
I RESULTS: • Stress • Burnout • Crisis management • Always putting out fires II IV III FOCUSING ON QUADRANT I
I II IV III RESULTS: • Short-term focus • Crisis management • Reputation-chameleon character • See goals and plans as worthless • Feel victimized, out of control • Shallow or broken relationships FOCUSING ON QUADRANT III
I II RESULTS: • Total irresponsibility • Fired from jobs • Dependent on others or institutions for basics III IV FOCUSING ON QUADRANTS III AND IV
I, III, IV II RESULTS: • Vision, perspective • Balance • Discipline • Control • Few crises FOCUSING ON QUADRANT II
Values-Based Time Management
Questions to Ponder about Time • Do you know how all of your 168 hrs/wk are spent? • Are you happy with your time allocation? • Do you spend your time in alignment with your values? • If you could change one thing about your schedule, what would it be?
Maximizing Your Limited Resources Money Management
Questions to Ponder: • What are your basic values around money? • Are your expenses less than your income? Are you sure? • What are your short/long term money goals? • Are you on track to succeed with them? • Is your family protected with a will, trust, and a durable power of attorney for health care?
Designing Your Personal Balance Plan
Moskowitz plenary
The Dali Lama on Man When asked what surprised him most about humanity, the Dali Lama said, “Man. Because he sacrifices his health in order to make money. He sacrifices money to recuperate his health. He is so anxious about the future that he does not enjoy the present. The result being that he does not live in the present or the future. He lives as if he is never going to die, and then dies having never fully lived.”
Moskowitz plenary
PETER S. MOSKOWITZ, M.D. EXECUTIVE DIRECTOR CENTER FOR PROFESSIONAL & PERSONAL RENEWAL PALO ALTO, CA FOUNDATION FOR MEDICAL EXCELLENCE October 6, 2012 Maximizing Your Vital Resources: Values-Based Time & Money Management

More Related Content

Moskowitz plenary

  • 1. PETER S. MOSKOWITZ, M.D. EXECUTIVE DIRECTOR CENTER FOR PROFESSIONAL & PERSONAL RENEWAL PALO ALTO, CA Foundation for Medical Excellence October 6, 2012 Maximizing Your Vital Resources: Values-Based Time & Money Management
  • 2. Disclosure Statement • Peter S. Moskowitz, M.D. reports he has no relevant financial relationship with any commercial entity, other than his own consulting business, that provides products or services relevant to this presentation.
  • 3. Maximizing Your Vital Resources Learning Objectives At the conclusion of this presentation physicians will: 1. Address personal values surrounding time allocation. 2. Assess personal time allocation. 3. Clarify personal values surrounding money allocation. 4. Evaluate personal wealth management.
  • 4. What is Your Career “APGAR” 1. I am satisfied with my commitment to personal growth. 2. I have a strategy for dealing with career change. 3. I am satisfied that may career and life priorities are mine only and reflect my current values. 4. I am satisfied with the way I use my 168 hours/week. 5. I have a financial plan which reflects my goals. 6. I have balance between work and my private life. 7. I practice an effective stress management routine. 8. I know my personal purpose and values. 9. I have an effective mentor and support network. 10.I do not feel stuck in my life or career. Modified from: J.H. Pfifferling, Ph.D.
  • 5. 1 point for every “Yes” answer 0 point for every “No” answer Add total points to get total APGAR SCORE SCORE OF 9-10: SCORE OF 6-8: SCORE OF 5 or less: High Level of Career Wellness Significant Imbalances / Stress Your Life and Career are in Chaos Seek Professional Help Scoring Your Career “APGAR” Modified from: J.H. Pfifferling, Ph.D.
  • 6. Why the Fuss about Time & Money? • Both can be sources of great stress • Good management required for renewal • Docs don’t have great stress toolboxes • Life & practice conditions, effecting time and money, are changing rapidly
  • 7. STRATEGIES FOR PERSONAL RENEWAL • Assess Values and Purpose Annually • Institute Personal Wellness - Healthy Diet - Regular Aerobic Exercise - Consistent Sleep - Preventative Medicine - Regular Fun • Manage Your Stress Effectively (healthy coping) • Balance Your Life • Develop a Support Network • Manage Your Time and Money Strategically • Build Good Communication Skills Copyright CPPR 2012
  • 8. The Old Rules vs The New Rules • The Linear Rule • The Outside-In Rule • Learning is just for kids Rule • The Steady State Rule • The Circular Rule • The Inside-Out Rule • Learning isn’t just for kids Rule • Endless Change Rule Copyright CPPR 2012
  • 9. The Linear Rule Be honest and work hard and you will experience… PROGRESS HAPPINESSHAPPINESS SECURITYSECURITY SUCCESSSUCCESS
  • 10. The Circular Rule A CHAPTER OF YOUR LIFE NEW BEGINNING External ChangeExternal Change • Dreams & PlansDreams & Plans • AccomplishmentsAccomplishments • Decline & DiscordDecline & Discord Internal RenewalInternal Renewal • HealingHealing • New Goals & PurposeNew Goals & Purpose • TrainingTraining A LIFE TRANSITION BETWEEN CHAPTERS ENDING
  • 11. The Outside-In Rule Family Work, CareerWork, Career VoluntaryVoluntary Groups,Groups, ProfessionalProfessional Associations,Associations, National RolesNational Roles Community,Community, ChurchChurch YOUYOU
  • 12. The Inside-Out Rule Family Work, CareerWork, Career VoluntaryVoluntary Groups,Groups, ProfessionalProfessional Associations,Associations, National RolesNational Roles Community,Community, ChurchChurch YOUYOU Global RolesGlobal Roles and Citizenshipand Citizenship Winning at LifeWinning at Life Works Best from theWorks Best from the INSIDE-OUTINSIDE-OUT
  • 14. The Learning-isn’t-just-for- Kids Rule Human Skills Knowledge & Information Technical Skills Values & Leadership
  • 15. The Steady-State Rule AdulthoodChildhood Work + Love creates progress, reaching self-perpetuating levels of happiness, success, and security that get better and better with time.
  • 16. The Endless Change Rule MidlifeYoung Adulthood Elderhood
  • 17. PHYSICIAN COPING SKILLS • Work Harder • Work Harder • Work Harder • Bitch, Bitch, Bitch • Hope Things Change • Isolate Copyright CPPR 2012
  • 18. CHANGING CAREER / LIFE EXPECTATIONS • The Burden of Educational Debt • The Cost of Home Ownership • The Desire for a Balanced Life • New Work Options • Early Retirement
  • 19. The CYCLE OF RENEWAL as a Model of Life and Career Change
  • 20. PHASE 1PHASE 1 GO FOR ITGO FOR IT PHASE 2PHASE 2 THE DOLDRUMSTHE DOLDRUMS PHASE 4PHASE 4 GETTING READYGETTING READY PHASE 3PHASE 3 COCOONINGCOCOONING MINITRANSITION RESTRUCTURE YOUR CHAPTER A LIFE CHAPTER A LIFE TRANSITON The Disenchanted Self The Inner Self The Passionate Self The Heroic Self THE CYCLE OF RENEWAL
  • 21. PROLONGING “GO FOR IT” • Engage in Continuous Learning • Practice Effective Stress Management Balance Your Life! • Strategic Use of Time and Money • Schedule Frequent Fun!
  • 22. Questions to Ponder: • In which phase of the Renewal Cycle are you with your various roles: _______________________________Spouse/Partner _______________________________Parent _______________________________Friend _______________________________Physician _______________________________Community Leader _______________________________Other • In which phase of the Renewal Cycle are you as a whole person? • What are the key actions you can do to make the best use of your time in this phase? • What are the key actions you can stop doing to make the best use of your time in this phase?
  • 24. The Importance of Values • values are our personal anchors as we are tossed about in the stormy, uncertain seas of life. • values define our character and sense of self • values help to establish meaning in our lives
  • 25. Your Personal Values Questions to Ponder: 1. What is your most important personal value(s) regarding your time? 2. What is your most important personal value(s) about money?
  • 26. It All Begins with a Re-evaluation of Your Purpose
  • 27. Question to Ponder: What is YOUR Purpose?
  • 30. The Time Management Matrix Urgent Not Urgent I ACTIVITIES: Crises Pressing problems Deadline-driven projects II ACTIVITIES: Prevention, PC activities* Relationship building Recognizing new opportunities Planning, recreation III ACTIVITIES: Interruptions, some calls Some mail, some reports Some meetings Proximate, pressing matters Popular activities IV ACTIVITIES: Trivia, busy work Some mail Some phone calls Time wasters Pleasant activities NotImportantImportant [S. Covey: The Seven Habits of Highly Effective People]
  • 31. I RESULTS: • Stress • Burnout • Crisis management • Always putting out fires II IV III FOCUSING ON QUADRANT I
  • 32. I II IV III RESULTS: • Short-term focus • Crisis management • Reputation-chameleon character • See goals and plans as worthless • Feel victimized, out of control • Shallow or broken relationships FOCUSING ON QUADRANT III
  • 33. I II RESULTS: • Total irresponsibility • Fired from jobs • Dependent on others or institutions for basics III IV FOCUSING ON QUADRANTS III AND IV
  • 34. I, III, IV II RESULTS: • Vision, perspective • Balance • Discipline • Control • Few crises FOCUSING ON QUADRANT II
  • 36. Questions to Ponder about Time • Do you know how all of your 168 hrs/wk are spent? • Are you happy with your time allocation? • Do you spend your time in alignment with your values? • If you could change one thing about your schedule, what would it be?
  • 38. Questions to Ponder: • What are your basic values around money? • Are your expenses less than your income? Are you sure? • What are your short/long term money goals? • Are you on track to succeed with them? • Is your family protected with a will, trust, and a durable power of attorney for health care?
  • 41. The Dali Lama on Man When asked what surprised him most about humanity, the Dali Lama said, “Man. Because he sacrifices his health in order to make money. He sacrifices money to recuperate his health. He is so anxious about the future that he does not enjoy the present. The result being that he does not live in the present or the future. He lives as if he is never going to die, and then dies having never fully lived.”
  • 43. PETER S. MOSKOWITZ, M.D. EXECUTIVE DIRECTOR CENTER FOR PROFESSIONAL & PERSONAL RENEWAL PALO ALTO, CA FOUNDATION FOR MEDICAL EXCELLENCE October 6, 2012 Maximizing Your Vital Resources: Values-Based Time & Money Management