Going on holiday is something we all look forward to. With the school holidays now upon us, making sure that you have no stress when away is sometimes a challenge.
It always feels like preparing to be out of the office with no communication can be the most stressful part of planning to be on holiday. It doesn’t have to be that way, though!
3 weeks before you go
Warn people that you are going to be out of the office.
Identify the people who need to know you are going to be out of the office:
- Your boss
- Your staff
- Colleagues who will look after your work
- Stakeholders involved in your work
Prepare an e-mail to each group that explains that you will be out and how you will delegate to others to ensure continuity while you are out.
2 weeks before you go
Start to let everyone know you will be out and schedule meetings with colleagues to whom you will be delegating responsibilities.
Schedule Handover Meetings
It is worth scheduling handover meetings to those who will assume your responsibilities whilst you are away. Ideally, they will understand what they will need to do and will not need much of a handover, but providing a clear set of actions and expectations is always helpful.
Scheduling meetings for you to hand over your responsibilities is essential, but don’t forget to schedule meetings for when you return so that your delegates can hand them back to you.
Tip: Use OneNote to record your handover notes and share the OneNote with your delegate.
Set an advance warning message on your emails
This is a useful trick that works even when your company sets an automated email footer.
1. Click “File”
2. Click “Options”
3. Select “Mail”
4. Click “Signatures”
5. Click “New” to create a new signature
6. Provide a name for the new signature
7. Click “OK”
8. Enter the content of your advanced warning message
9. Select the signature to be included when you are creating new messages and replying or forwarding messages
10. Click “OK
1 week before you go
Update your handover notes and carry out your handover meetings. Make sure to mention to everyone that you will be on annual leave and check if they have any questions, concerns or risks that your delegate needs to be aware of.
Tip: If there are specific tasks that need to happen, use Planner to set up the tasks and To-Do to track them
Provide emergency contact details to your boss (if you are happy doing that :-))
1 day before you go
Set your out of office message. This used to be for email only, but it is now visible in Teams, so it is imperative to have it set up correctly.
Many people set up an out of office that says that they are out. That doesn’t help! The following is a guide for the information that you should consider putting in an out of office message:
Whilst Away
One of the drawbacks of out of office messages is that they send only once. To overcome this, you could update your out of office message while you are away.
This could be done as a serious activity, or it could be done as a playful activity by updating the message with little updates on what you are doing, e.g. I can’t respond to your email because
I am on a boat to Truro
I am lazing on the beach
I am hiking 50 miles in …
I am drinking cocktails at …
I am riding rollercoasters at …
When you return
Hopefully, the preparation you have done before leaving has paid off, and you have had fewer emails than you would otherwise have had, and you have smooth handovers back to you, so you know what you need to do to get back into the swing.
Ideally, you will remember that you have relaxed and been on a break for more than just the first hour back in the office.
If, however, you find that there are many things you need to do, the next blog in this series will help manage the backlog of work that has built up.
Now off you go and enjoy!
Author
Alan is a passionate advocate for enhancing organisational productivity, security, and compliance. With extensive experience in crafting solutions around Microsoft's suite of products, including Microsoft 365, Power Platform, and Dynamics 365, he has consistently demonstrated the transformative potential of these technologies.
In his role as a Cross-functional Technical Architect at the Microsoft Technology Centre for over six years, Alan excels at helping organisations harness the full scope of Microsoft technologies. He specialises in guiding them towards realising the manifold benefits that these tools can provide at individual, team, and organisational levels. Alan's expertise is pivotal in propelling businesses to new heights through the effective utilisation of technology.