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Unwind and Unplug: Preparing Your Business for Vacation Bliss

Being a business owner in the Erie, Colorado area has its perks; we have an amazing community, gorgeous views, and sometimes just a walk at a local park has us feeling refreshed. However, summer is quickly approaching, and taking some time off is essential for your well-being and mental health.


As a business owner, you have multiple responsibilities to juggle daily, which can be overwhelming and stressful. Balancing work and personal life can be challenging, and planning a vacation can seem like an additional burden. However, with proper preparation, you can ensure a stress-free and enjoyable vacation with your loved ones without compromising your business's success.


However, ensuring that your business operations continue smoothly in your absence is equally essential. That's why we've put together some tips and resources to help you plan your family vacation while keeping your business running smoothly.


Plan Ahead

Planning is key to a successful vacation. Set a date, book your tickets, and make reservations for accommodations and activities. In addition, giving yourself enough time to prepare your business for your absence and delegate tasks to your team members is essential. Here are 5 things you should do to prepare for your vacation:


  1. Create a detailed plan and timeline for your absence

  2. Assign specific responsibilities and tasks to employees or partners

  3. Establish clear communication channels and emergency protocols

  4. Set up automated systems to handle routine tasks and customer inquiries

  5. Test and troubleshoot your systems and procedures before leaving


Notify your clients and customers

Inform your clients and customers of your upcoming vacation in advance and make sure they know who to contact in your absence. You can do this manually, or to save yourself time you can use automation tools!


Remember, your clients and customers may have questions and concerns even if they know you’re away. Setting up an automatic email response or voicemail message can direct them to the proper channels . Click here for several great auto-responder examples from LinkedIn Pulse.


Delegate tasks & outsource

If you’re worried about tasks slipping through the cracks while you’re away, make a list! Make a list of tasks that must be completed while you’re away, and delegate them to the proper team members. It’s also crucial to ensure they have the necessary resources and information to complete them efficiently.


Use technology to your advantage

Thanks to technology, you can now enjoy your getaway without sacrificing the productivity and efficiency of your business. Here are some tools and applications that can help you stay connected with your business and share some of our favorite programs that you can use to stay on top of things while you're away.

  1. Asana - This is a robust project management tool that we use to assign tasks to our team. You can optimize your processes by creating workflows that are repetitive for your team, create forms, and store documents and notes there as well.

  2. Later - This is our go-to tool for social media scheduling. It gives you the ability to schedule posts, stories, and reels. There is also a free version, which is great if you’re interested in testing it out before committing to it.

  3. Honeybook - This is a creative client management, scheduling, and invoicing program that will help keep the backend of your business running smoothly while you’re gone. You can download an app and use it on the go as well!

  4. Notion - This is where we collaborate with our team. There are many templates within Notion to get your started, however you can really customize it to fit the needs of your business.

  5. Google Calendar (or other web-based calendar system) - Seems like a no brainer, but using a calendar to manage your time is helpful. We like Google in particular because you can set up reminders and invite others to an event on the calendar very easily.


Take a break and unplug

We are living in a busy world with little time for rest, and that is more than true for business owners. In fact, data shows that only 60% of employees think they have a good work-life balance.


Remember that taking a break is essential for your well-being and productivity. Use this time to recharge and spend quality time with your family. Put your work phone and laptop away, and get some well-deserved rest! Trust that your business is in good hands, and enjoy your vacation.


As a business owner, it's crucial to prioritize your personal life and well-being. By following these tips and utilizing the available resources, you can plan a stress-free and enjoyable family vacation while ensuring your business operations continue smoothly in your absence. Remember to take a break, relax, and come back refreshed and ready to tackle any challenges that come your way.


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