For business owners, taking time off during the holiday season can be challenging. For one thing, you risk losing income if you’re not working. Second, it can be hard to find someone else to manage operations during this busy time of year.
The good news? Most of your customers will probably be taking a break, too. So with a little planning and a lot of communication, you can actually relax and enjoy the holidays yourself. Here are tips to giving yourself some rest and relaxation over the holiday season:
Your holiday planning should start weeks—if not months—before your scheduled time off. Give your customers, clients and staff as much heads-up as possible, and then remind them of your plans at every opportunity. When Paige Arnof-Fenn, founder and CEO of marketing firm Mavens & Moguls, took a month off to travel to Italy recently, she made sure colleagues and clients had months to prepare for her absence. “I told them about my plans, reiterated the dates as we discussed timelines for projects, and put it in emails, proposals, invoices and pay stubs,” she says. The best part: By creating that sense of urgency, clients pulled the trigger on some projects that had been lingering so they could launch before she left town.
If you have staff who can cover for you while you’re away, have more than one person trained to handle key tasks, advises Jamie Cunningham, with SalesUp! Business Coaching. Also document all of your critical systems. “There are usually only a handful of mission-critical systems in a business that, if failed, would cause irrevocable damage,” he says. “These are the ones to focus on.”
Technology and IoT (Internet of things) have made it easier than ever to be out of the office without being out-of-pocket when clients need you. Kristine Neil, owner and creative director of Markon Brands, lets automation take care of routine tasks when she’s not in the office. She creates workflows in Dubsado, her customer relationship management (CRM) platform, to automatically respond to leads, follow up on proposals or even track down anyone who may have missed a scheduled payment while she’s out of the office. Ruby Receptionists will route calls to her cell so she can answer them from anywhere in the world. “If I’m truly trying to disconnect, they can answer basic questions or route callers to helpful resources until I’m back in the office,” she says.
The rise of virtual assistants has been a game-changer for many entrepreneurs. As their name implies, virtual assistants are contract or freelance workers who perform basic executive assistant tasks while working from home. They can answer your phone, respond to emails, manage projects or maintain your social media presence while you’re away. They can be hired by the hour, by the project or by the week or month, depending on your needs.
The reality is that you may not be able to completely sever the line between work and home during your days off. So if you do need to check in, set boundaries around your availability. Let your staff and clients know that you’ll be checking messages or emails once or twice a day, and leave an emergency contact number on your voicemail. Also set your email to out-of-office mode and leave a message letting them know you’re on break and how to reach your business if necessary.
“While I’m not a fan of a business owner being on call during their holidays, it can give both you and your team peace of mind knowing that if an absolute disaster happens, there is a way to connect with you,” Cunningham says. “Ninety-nine percent of the time, these disasters never come to pass, but the fear they will often prevents business owners taking the length of holiday they really should.”