Index/Content of This Module

Work/Life balance: “…healthy work environments that value people and support personal life and family issues.”

–The Alliance for Work-Life Progress, 2003

Click on a topic below to go to that area of the page:

1 Does This Sound Familiar?

2 Demographics, Statistics and Issues of the Sandwich Generation

3 “Who, me? I’m not a caregiver.”

4 Workplace and Business Impact of Elder Caregiving

5 Work Strategies (Company Benefits and Policies)

6 Resources and Supports

7 Caregiver Stress Management

Does This Sound Familiar?
Post staff meeting in the hallway between co-workers: “What a meeting, huh? “ “What a day….no, what a year! I got back to my desk and my mom had called to ask if I could pick up her medicine this afternoon on my way home. But that’s a problem because I have to pick my son up from school after his SAT study group. Then I would have to backtrack to the pharmacy.

Her church is great about checking on her and helping out when they can but this is just not something they can help her with.” Or This? You are on a business trip and get a call from your mother. She tells you that she hasn’t been feeling well for a few weeks and needs to get to the doctor. Of course you can’t take her. You hastily arrange for a neighbor to take her, but this one visit spirals upward to a series of tests and visits, that ultimately forces you to return from your trip early.

OR THIS
You are in a car pool with other parents to get your two school age children back and forth to school each day. While you are on your business trip your spouse, who also works, is flexing time so that your week of car pooling is covered.

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Demographics, Statistics and Issues of the Sandwich Generation
  • 44% of Americans between the ages of 45 and 55 have aging parents or in-laws as well as children under 21. The Sandwich Generation phenomenon.
  • 59%-75% of family or informal caregivers are women.
  • The average caregiver is age 46, female, married and working outside the home earning an annual income of $35,000 per year.
  • Nearly half of all baby boomers aged 45-55 have children still living at home and elder care responsibilities.
  • 64% of caregivers are employed full-time or part-time.
  • More than 14 million US workers care for aging family members.
  • Fastest growing population group is older Americans.
  • Most rapid population growth is among people 85+ with the majority being females.
  • An estimated 7 to 10 million adult children are caring for their parents from a long distance.
  • Nearly two-thirds of Americans under age 60 think they will have elder care responsibilities in the next ten years.
Elder Caregiver Statistical Profile according to the 1997 National Family Caregiver Survey.

  • 61% elder caregivers are between the ages of 18 and 49.
  • Typical caregiver is a married woman in her mid-forties.
  • Provides an average of 18 hours/week of caregiving.
  • Works full-time.
  • Lives near the care recipient.
  • Has an annual household income of approximately $35,000.
  • Gender and Realities of Working Families
  • 73% of all family elder caregivers are women.
  • Research shows that fathers and sons are taking an increased role in caregiving.
  • Less than 25% of new mothers leave the paid labor force for a substantial period after childbirth.
  • 63% percent of women with children under age six are in the labor force, and 78% of women with children 6-17 are in the labor force.
  • 25%, 14 million, of all U.S. households with children are headed by women alone.
  • 4.2 million were below the poverty level which represents 34.6% of all families with female householders.
The vast majority of long-term care is provided informally and privately, at no public cost.
Who provides this care?
29% Daughter.
26% Other relative, friend or neighbor.
23% Wife.
13% Husband.
9% Son.
Source: American Society on aging, 2000.
Gender and Realities of Working Families:

  • 73% of all family elder caregivers are women.
  • Research shows that fathers and sons are taking an increased role in caregiving.
  • Less than 25% of new mothers leave the paid labor force for a substantial period after childbirth.
  • 63% percent of women with children under age six are in the labor force, and 78% of women with children 6-17 are in the labor force.
  • 25%, 14 million, of all U.S. households with children are headed by women alone.
    • 4.2 million were below the poverty level which represents 34.6% of all families with female householders.

Caregiving Trends of the Future:

  • Continued increase in prevalence of caregiving for American families.
  • Increasing numbers of working caregivers.
  • Increase in male caregivers.
  • Increase in long-distance caregivers.

Time and Money:

  • Time: Average length of time spent on caregiving was about eight years, with about one-third of the respondents providing care for 10 or more years.
  • Money: Almost all respondents reported helping the care recipient with some expenses, most frequently with food, transportation, or medications. On average, caregivers helped with expenses for two to six years and spent a total of $19,525 in out-of-pocket expenses.
Caught in the Middle 2

“I feel like I`m in the middle of a sandwich” Charlotte exclaimed, running a nervous hand through her graying dark hair and shaking her head. “On one side I have my parents telling me what to do, expecting me to call every day, depending on me to do things for them they can`t do themselves, like shop and drive them to the doctor.

They make me feel guilty because I`m never as good to them as they would like me to be. On the other side, I have my teenage kids, who have become a bigger burden every year. They take up so much of my time, thoughts, and money. Even my 20-year-old. He still costs us quite a lot because he`s going to college. He uses my car and leaves me stuck in the house. He and his younger brothers all expect me to keep the refrigerator full of their favorite foods and then seem to think I`ll always clean their rooms and do their laundry…”

  • Most women will spend 17 years caring for children and 18 years helping an elderly parent.
  • 89% percent of all women over age 18 will be caregivers to children, parents or both.
The Adult Child and the Family 2, 3

  • Relatively new phenomenon of adults balancing three major responsibilities.
  • Raising their own children.
  • Leading their own lives, including full time jobs.
  • Helping their aged parents.
  • Significant number of families are three and four generation families.

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“Who, me? I’m not a caregiver.”
”One of the biggest dilemmas for people in the field of caregiving and for grassroots organizations has been how to reach family caregivers. The majority of family caregivers don’t self-identify. They don`t know that they are caregivers.”

Survey on Caregiver Self-Identification, 2001 National Family Caregivers Association www.nfca.org

You are an elder caregiver if you help someone who cannot or is limited from doing any of these things for themselves.
  • Driving to and from doctor and other health care appointments.
  • Communicating with health care professionals.
  • Contacting or helping someone communicate with community service organizations such as the Area Agency on Aging or the Alzheimer`s Association.
  • Assisting someone to pay their bills.
  • Helping someone clean their home or arranging for housecleaning.
  • Assisting someone or arranging for home repairs.
  • Arranging for or helping someone to arrange for Meals on Wheels.
  • Helping arrange for home health care or hospice services.

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Workplace and Business Impact of Elder Caregiving
MetLife Mature Market Institute, National Alliance for Caregiving, and the National Center on Women and Aging, 1999, The MetLife Juggling Act Study: Balancing Caregiving with Work and the Costs Involved.

  • US businesses have lost between $11.4 billion and $29 billion in retention, absenteeism and productivity due to elder caregiving.
  • Estimated the national economic value of informal caregiving in 1997 = $196 billion, equivalent to about 18 percent of total national health care spending ($1.1 trillion in 1997).
    Elder caregiving impacts an employee’s ability to work and to advance their career.
  • 11% of caregivers took a leave of absence.
  • 7% reduced their work hours.
  • 3% turned down a promotion.
  • 10% took early retirement or quit their jobs.
  • According to National Center for Women and Aging the average caregiver will lose over $600,000 in wages, pensions and Social Security Benefits over a lifetime.
  • Late arrivals and/or early departures from work.
  • Lost hours of work.
  • Missed days of work due to caregiving responsibilities.
    Work interruptions.
  • High incidence of need to take unpaid leave of absences.
  • On-the-job accidents and mistakes (i.e., workers comp claims).

Primarily because of care giving responsibilities, women average 11.5 years out of the paid labor force and men average 1.3 years.

  • Deferred promotions and/or re-locations.
  • Reduced personal productivity.
  • Replacement costs (recruitment and retention issues).
  • Supervisory Costs (indirect expense).
  • For 17% of working caregivers, the demands are so intense they give up work entirely or take a leave of absence in order to provide the care their family members require.

Click here for the Informal Adjustments To Work Schedule Due To Caregiving Graph.

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Work Strategies (Company Benefits and Policies)
Company Benefits and Policies

  • Know what your company offers.
  • Know your company benefits.
  • Read related policy materials.
  • Talk to your human resources department.
  • *Learn about FMLA (Family Medical Leave Act).
  • Use Employee Assistance Program (EAP) benefits.* FMLA entitles eligible workers a maximum of 12 weeks a year of unpaid leave without loss of job security or health benefits. There are a variety of restrictions such as company size and the amount of time the worker has been employed.

The 2002 National Study of the Changing Workforce by the Families and Work Institute:
“One work/life program that has increased significantly is elder care resource and referral services. In 1992, only 11 percent of employees had access to this benefit, versus nearly a quarter (24%) today. And more and more employees are needing elder care services as the population ages: 35 percent of workers, men and women alike, say they have provided care for a relative or in-law 65 or older in the past year.”

Communicate With Your Supervisor:

  • Determine what and how much your supervisor needs to know about your situation.
  • If you and your supervisor are not clear about the tasks for which you are accountable, there is no clear basis for a discussion about such alternatives as part-time work, flexible hours, etc.
  • Be specific about what you need.
  • Is flex time possible where your hours could be adjusted to come in at times other than those currently scheduled?
  • Offer suggestions that will help your do your job but will allow you flexibility to meet your non-work demands.
  • Ask about job sharing with another employee to cover times that you must be away.
  • Set a timeframe to evaluate new work arrangements. Make adjustments, as needed.

Strategies That Work:

  • Honestly assess your job.
  • Assess the “climate” at work.
  • Speak to others in your company about options that may have worked for them.
  • Be proactive and creative.
  • Make use of resources at work.
  • If you do not have a job description, ask for one or create one to present to your supervisor.
  • Remember that you are being paid to do a job. Use lunch and break times to make phone calls or use other resources.
  • What other ideas can you think of?

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Resources and Supports
Options:

  • Find help in the community.
  • Ask for help.
  • Communicate with supervisor and human resource departments.
  • Initiate family meetings.
  • Organize life and work.
  • Practice stress management techniques.

Planning and Time Management

  • Make a list of things that you need to do for your elder and/or your child.
  • If possible, try to schedule time off the job at the least disruptive times when your duties can be done another day or do not affect the work of others.
  • Negotiate with others to cover each others’ job, with the approval of your supervisor.
  • Prioritize your list so that you can accomplish the most important tasks first. Break overwhelming tasks into a series of small steps.
  • Delegate responsibilities to other family members whenever possible. Ask specifically for what you want.
  • Document completions/note successes.
  • Communicate, communicate, communicate.

Ask yourself the question:
“What is the best use of my time right now? Am I over-committing?”

It Takes a Community.

  • Engage natural supports, especially within the family itself.
  • Talk to family members:
  • Have a family conference by telephone or in person.
  • Clearly define what the needs are and ask for specific help.
  • Ask siblings for help:
  • What needs most closely match the skills of you and individual family members.
  • Who makes decisions in the family? Is that working?
  • What adjustments need to be made to how caregiver responsibilities are shared?
  • Communicate, communicate, communicate!
  • Explain that some needs are better met with professional help.
  • Explain that the services are designed to help them remain independent.
  • Explain the service.
  • Offer to supplement the cost of care, if possible or necessary.
  • Assist with arrangements to pay for the service.
  • Offer the services as a gift.
  • Engage someone they respect to suggest the services.
  • Accompany the individual to gather information about the service.
  • Funds set aside by the Administration on Aging through the Older Americans Act, Title III-E.
  • Administered through the states units on aging.
  • Administered by Texas Department on Aging (TDoA) in Texas.
  • Projects planned and implemented by the Area Agencies on Aging (AAAs).
  • Caregivers may be of any age; care receivers must be over age 60.

5 Categories of Service:

  • Information about services.
  • Assistance with accessing services.
  • Individual counseling and support groups and caregiver training.
  • *Respite care.
  • Supplemental services such as adults day care, homemaker assistance, and home repair.
  • Up to 10% of funds may be set aside to support people over age 60 who are raising children under the age of 18.
United Way First Call
Call 211 or (817) 258-8100
Serving: Tarrant, Johnson, Parker, Wise, Palo Pinto, Hood, Erath, and Somervell counties
Family Caregiver Education in the Community, in the Workplace, and on the Internet. Community Council of Greater Dallas Help Line
Call 211 or (214) 379-4357
Web site: www.ccgd.org/daaa.htm
Serving: Dallas, Denton, Collin, Hunt, Rockwall, Ellis, Kaufman, and Navarro counties. The Elder Care Locater
Call 1-800-677-1116 to find Information and referral lines throughout the US.
Family Caregiver: Getting the Support You Deserve. This program is available on this site & as workshops, at numerous locations throughout north central Texas (churches, community centers, libraries & businesses).Online (on this site):

  • Role Of The Family Caregiver.
  • Behavior & Emotions Of Aging.
  • Chronic Illness, Medication Management & Communicating With Health Care Providers.
  • Sensory Loss.
  • Communication & Relationships.
  • Safety & Independence.
  • Legal & Financial Planning.
  • Community & Internet Resources.
  • Caring For The Caregiver.
  • Long Distance Caregiving.
  • Housing Options & Long Term Care.
  • End of Life Issues.
  • Loss & Grief.
  • Sandwich Generation (this module).

Click here for a list of caregiver education available on other sites.

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Caregiver Stress Management
Sources of Stress

  • Work/Life balance.
  • Grief.
  • Guilt.
  • Lack of support.
“Four Principles to Live By”

  1. Choose to take charge of your life.
  2. Honor, value and love yourself. You`re doing a very hard job and you deserve some quality time, just for you. Self care isn`t a luxury. It`s a necessity.
  3. Seek, accept, and at times demand help. Don`t be ashamed to ask for help. When people offer assistance, accept it and suggest specific things that they can do.
  4. Stand up and be counted. Stand up for your rights as a caregiver and a citizen.
Adapted from National Family Caregiver Association.

“Serenity Prayer”

Grant me
The Serenity to accept the things I cannot change; Courage to change the things I can; and
The Wisdom to know the difference.

Survey Highlights of People Who ‘Self-Identify` as Family Caregivers

  • 91% believe “preserving your health” is a message that should be told to all family caregivers.
  • 30% exercise regularly since becoming caregivers, compared with 61% who exercised before becoming caregivers.
  • 47% seek prompt medical attention for themselves compared to 70% who did so before becoming caregivers.
  • 92% like the idea of caregivers being considered a special group within the population.

Source: National Family Caregivers Association, 2000

“Caregiving calls on you in a way nothing else does. But it shouldn`t be the all-encompassing piece of a person. If you fall apart, what happens to your loved one?”
Suzanne Mintz, President,
National Family Caregivers Association

What advice would you give someone who is new to caregiving?

  • Calendar: use one that suits your personality and responsibilities.
  • Ask yourself the question: “What is the best use of my time right now?”
  • Break overwhelming tasks into a series of small steps.
  • Schedule all activities to ensure they are done – unless they just are not important.
  • Are you over committing your time?
  • Look ahead/plan ahead.
  • Document completions/note successes.
  • Evaluate it.
  • Give it away.
  • Pass it on.
  • Plan/organize it.
  • Consolidate.
  • Handle it as little as possible.
  • Eliminate all that extra paper.
  • Check e-mail no more than 3 times per day.
  • Use bookmarks.
  • Learn as much as your can about newest technology only if it really helps you manage your time and life.
  • Are you backing up information?
  • When do you need a hard copy?
  • Set aside uninterrupted time that you do not answer the telephone.
  • Suggest specific times for people to call you.
  • Use voice mail, answering machines, email, Call Notes.
  • Be specific in leaving messages about the best time to return your calls.
  • Make lists and use the A-B-C system.
  • Remember the Pareto`s 80/20 rule*.
  • Handle paper and information once.
  • Delete it.
  • File it.
  • Delegate/forward.
  • Do something and complete.
  • Make lists – one book method.

* “Eighty percent of your troubles will come from 20 percent of your problems.”

  • File folders.
  • Days of the month/months of the year.
  •  Pending.
  •  Project.
  •  Tickler.
  • Customized
  • Labeling.
  •  Dates.
  •  People.
  • Contact numbers.
  • Like things grouped together.
  • Learn about nutrition and practice a healthier relationship to food.
  • Drink 64 ounces of water each day.
  • Eat your vegetables.
  • Consume plenty of fiber.
  • Consider B vitamins and other supplements.
  • Breathe.
  • Walk whenever you can.
  • Respect your body and listen to it.
  • Become an active partner with your physician and other health care providers to manage your health.
  • Exercise/sports.
  • Find a system or plan that works for you:
  • Walking, running, weight training, dancing, yoga.
  • Make exercise a priority.
  • Consistently practice.
  • Communicate.
  • “What did I do today to show my (family) (co-workers) that I value them.”
  • “Did I keep all my commitments?
  • Focus on Your Mental and Spiritual Life.
  • Keep your mind active.
  •  Read.
  • Attend adult education classes.
  • Participate in community activities.
  • Find or re-discover a spiritual path.
  •  Prayer
  •  Meditation.
  • Organized worship.
  • Set aside quiet time or “down time” every day.
  • Enjoy nature; take a walk.
Practical Stress Management Tips:

  • Manage stress before the situation becomes a crisis.
  • Reframe your perception of situations.
  • Ask for help. Set up a Job Jar of things that you need help with and when someone asks what they can do let them choose a task to do.
  • Recognize your history and what triggers your stress response. “If you always do what you have always done you will always get what you always got.”
  • What do you have control over? What can you influence?
  • Take care of your physical and mental health.
  • Have some fun.
  • Respond – don`t react.
  • BREATHE.
  • Practice letting go.
  • Prioritize activities according to their importance and available time. Activity does not necessarily mean productivity.
  • Decide and “Just do it.”
  • Recognize the harmful effects of perfectionism and take steps to be more flexible.
  • Remind yourself about the high cost of worry and the low return.
  • Be willing to accept that sometimes enough is okay.
  • Take one day at a time and value it as if it were your last.
  • Join a support group.

Reasons Someone Joins a Support Group:

  • It was the only place where I could say how I felt and people would understand.
  • I learned where to go for help in caring for my loved one.
  • I realized it was possible to laugh at some of the impossible, crazy things that happened during the day.
  • I discovered that it was important to have some time for myself to do the things I want to do, and NOT feel guilty.
  • I learned to stop trying to teach and correct or reason with my loved one. Instead, I learned to accept that the way he saw things was very real to him.
  • Establish and Maintain Winning Relationships.
  • Communicate; take the initiative.
  • Surround yourself with winners.
  • Avoid negative and critical people.
  • Be real and true to yourself.
  • Believe that “what goes around comes around.”
  • Listen.
Re-Evaluate and Re-Balance Your Priorities:

  • “Am I sure about what matters most?”
  • “What am I learning?”
  • “What am I doing to take care of myself?”
  • “What can I delegate or ask help with?”
  • “What can I say “no” to?”

Top 10 Ways to Manage Your Time and Your Stress Apologies to David Letterman

10. Get rid of unnecessary stuff ‘chunk the junk.`
9. Be realistic.
8. Prioritize.
7. Decide.
6. Rid yourself of as many interruptions as possible.
5. Ask for help.
4. Make lists and do what is written on them.
3. Plan; “if you don`t know where you are going you will end up somewhere else.”
2. KISS-keep it simple and sane.
1. Take one day at a time and value it as if it were your last.

Taking Care of Yourself!

  • What would you tell someone else in your shoes?
  • Make a commitment to yourself to take your own advice and take care of you!
  • If you do, you will take better care of your loved one.

Follow-up Reminder To Walk the Talk

  • Write yourself a letter, dated today, reminding yourself about what you decided to do today about managing your stress and time.
  • Address an envelope to yourself.
  • Seal the letter in the envelope.
  • In 30 days mail it to yourself.
  • When you receive it open it, read it and walk the talk!

What Are You Willing to Do Differently?

  • It is up to you and you are worth it.
  • “If it is to be it is up to me.” *

*Hattie Hill