How to Get Your Firm Ready for Your Vacation

Watch the YouTube version of this episode HERE

Do you need a vacation but don’t know how to prepare for it? In this podcast episode, Tyson underscores the importance of vacations for maintaining work-life balance and recharging.  For business owners, it can be stressful to plan for a vacation without thinking about how the business will run while you are not there. Tyson shares some things to think about when planning a vacation and leaving the work to your team. Preparing for time off is all about strategically planning and figuring out who needs to oversee what and what needs to be worked on. In preparation, find a point person (for example, an executive assistant or office administrator) and brief them on everything that will need to be covered over the course of the vacation. If you have clients, let them know so they can contact your point person during that period. Briefing your team and delegating responsibility is a big part of prepping for a vacation as a business owner. Set some time aside to meet with your teams and figure out what is coming up during the time you will be away. Go over what needs to be delivered and how to respond to certain scenarios so there are no surprises. Tyson shares the importance of ensuring you have an out of office message with all the relevant contact information so people know who to reach out to. As a business owner, have trust that your team will be on top of things while you are gone! Take a listen.

00:23 The need for strategic planning to take vacations 3:53 Briefing the assistant  5:01 Briefing the team and clients prior to a vacation 10:20 The importance of trusting the team during a vacation Tune in to today’s episode and checkout the full show notes here.