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3 Tips To Help You Plan for a Stress-Free Vacation

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You’ve been giving it your all, grinding through the year, wearing a million hats, and tackling so many business challenges. Now, you’re feeling that mix of excitement and overwhelm as you chase those last-minute goals. But guess what? It’s finally time for a break, and you’ve earned it!

Let me show you how to plan for a vacation that won’t derail your business or leave you buried under a mountain of work when you return. 


Planning a vacation starts with scheduling it in advance, but we all know that sometimes it feels easier to plan a moon landing than a getaway. Here are some down-to-earth tips:

  • Block It Off: Go ahead and block off those vacation days in your calendar. Treat them like they’re as important as your most crucial business meetings. When they’re on your calendar, they’re less likely to get pushed aside.
  • Set Reminders: Schedule reminders leading up to your vacation. These little nudges will help you stay on track with your pre-vacation to-do list so you’re not scrambling at the last minute.
  • Plan Around Your Workflow: If you know there are periods when your business is naturally slower, like during holidays or certain seasons, plan your vacation during those times. It’s like hitting the sweet spot for a stress-free escape.

Remember, your calendar isn’t just for business; it’s for your life, too. So, go ahead and pencil in that much-needed downtime!

Delegate Like a Pro

You’re not a one-person show; you have a team, remember? Now’s the time to unleash the power of delegation. Here are some tips to make delegation a breeze:

  • Identify Key Tasks: Make a list of your most crucial tasks and projects. What absolutely needs your touch, and what can be handled by your capable team members? Prioritize tasks and delegate accordingly.
  • Set Clear Expectations: When you delegate, be crystal clear about your expectations. Describe the task or project in detail, outline the desired outcome, and provide any necessary resources or information. Clear communication is the key.
  • Empower Your Team: Trust your team to handle things in your absence. Remember, you’ve chosen these individuals for their skills and expertise. Give them the autonomy they need to excel.
  • Check-In, Don’t Micromanage: While it’s important to stay informed, avoid the temptation to micromanage. Instead, schedule periodic check-ins to ensure everything is on track. Think of it as passing the baton in a relay race and letting your team members sprint ahead.
  • Pre-Vacation Prep: Before you jet off, ensure that your team knows what to do in case of emergencies. Create a detailed vacation handover document outlining key contacts, projects, and important information. It’s like leaving a trail of breadcrumbs for your team to follow while you’re off exploring new horizons.

Delegation is like a well-orchestrated symphony – each member plays their part, and together, you create something beautiful. So, hand over those spreadsheets and watch your team shine!

Embrace Automation

Say goodbye to drowning in emails and Slack messages while you’re sipping your margarita by the beach. Here’s how to make automation work for you:

  • Email Autoresponders: Set up automatic email responses to let people know you’re out of the office. Include the dates of your vacation and an alternative contact person if necessary. This simple step can save you from an overflowing inbox.
  • Social Media Schedulers: Use social media scheduling tools to plan and automate your posts in advance. This way, your online presence remains active even when you’re offline, and you can focus on beachside relaxation.
  • CRM and Workflow Automation: Leverage your CRM system to automate customer follow-ups, lead nurturing, and other repetitive tasks. Create workflows that trigger actions based on customer behavior, ensuring your business continues to engage and nurture leads while you’re away.
  • Task Automation Tools: Explore task automation tools like Zapier or Integromat that can connect your various business apps and automate workflows. For example, you can automatically add new leads to your CRM or create tasks for your team based on specific triggers.
  • Outsource Selectively: Consider outsourcing tasks that can’t be easily automated but need attention during your vacation. Whether it’s customer support, content creation, or bookkeeping, hiring freelancers or virtual assistants can ensure your business keeps humming along.

By embracing automation, you’re not just saving time but also ensuring that your business runs smoothly in your absence. So, go ahead and enjoy that margarita – your well-oiled business machine has got your back!

Set Boundaries

Vacation means vacation, not constant check-ins. Here’s how to set clear boundaries:

  • Communicate Your Availability: Before you leave, inform not just your team but clients and anyone else who needs to know about your vacation dates. Make it clear that you’ll be unavailable during this time. Transparency is key.
  • Emergency Contact Person: Designate a point person who can handle urgent matters in your absence. Share their contact information with your team and clients so they have someone to turn to for immediate assistance.
  • Scheduled Check-In Times: If you must check in periodically, establish specific times for this purpose. For example, you might allocate 30 minutes in the morning and 30 minutes in the afternoon for checking emails and messages. Stick to these time blocks to maintain your boundaries.
  • Use Technology Wisely: Set up notifications on your phone or email to alert you only for genuinely urgent matters. Mute non-essential notifications to avoid constant interruptions during your vacation.
  • Turn Off Work Apps: Consider temporarily uninstalling work-related apps from your phone or disabling notifications. This can help you resist the urge to check in constantly.

Remember, your well-being and relaxation are equally crucial for business success. Setting boundaries allows you to recharge and return to work with renewed energy and focus. So, go ahead and enjoy your vacation without the constant pings and reminders!

Wrapping up!

As you embark on your well-deserved vacation, remember that it’s not just a break; it’s an investment in your personal and professional well-being. Enjoy the time away, recharge your batteries, and return to work with a fresh perspective and renewed energy. 

Your business will thank you, and so will you! By implementing these strategies, you’ll find that taking time off isn’t a luxury but a necessity for long-term success. So, whether you’re savoring a margarita by the beach or cozied up with a hot chocolate in a cabin, rest assured that your business can thrive without your constant presence. Your journey towards a stress-free vacation begins now, and it’s a journey worth taking.


Brittany Dixon & Co.

Hi, I'm Brittany!

Mom of Twins. Dog Mom. Lover of books, charcuterie boards, wine, board games (I have over 95!), bougie cocktails, candy and basically all sweets!!

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