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The Paper Tiger Blog contains great ideas on better ways to stay organized, clear your desk, reduce stress and spend less time managing information.

Creating Business Systems – Preparing Your Business So You Can Take A Break

Kim Morris

If you find that you’re only ever taking short 2 or 3 day breaks here and there because you are worried that your business won’t cope while you’re away, then this article will shed some light on some key things you can do in the lead up to your holiday so that you can take a decent break to recharge your batteries and spend time with your family.

If you’ve decided that you need a week or two away, then the first thing that you must do in preparation for taking a holiday from your business is to write a list of all the things that you do on a daily, weekly, and fortnightly basis.  When you have your list of things that you do, separate it out into two columns and write down all the things that absolutely cannot be done by anybody else, and all the things that with some training and instruction, could be done by someone else.  Your next focus is to work on the things that could be done by someone else.

Next time you do that task, spend just a little longer doing it, and write down the steps in a checklist.   Once you have the checklists done, choose a team member to perform those tasks and walk them through it first, and then get them to do it on their own and you then check it and provide constructive feedback. For the things on your list that you deem can only be done by yourself, you need to work out if they can wait while you are away, or decide if they absolutely need to get done while you are away.

If they absolutely must be done while you are on your holiday, someone else in your team must do them.  If you’re going away for a week or two, I recommend that a month before you go, you should know who will be stepping in to “act” in your position and manage the business in your absence.

Its vitally important that one person is appointed to manage your business and oversee the day to day runnings in your absence, so staff and contractors know who is in charge and who they can go to if problems arise, and even if you are contactable, it should only be for emergencies.

Before you go away, you should have a handover session with the person who will be acting and give them clear guidelines as to what they are responsible for, and what decisions they should be making (and not making) in your absence.

You should also let your key customers know that you will be taking a well deserved break and give them the name of the person who will be managing the business in your absence.

Key takeaway:  When you’re preparing to go away on holiday and leave your business for more than a few days, you need to make sure that your team have procedures and checklists to do the things that you would normally do and that must absolutely be done in your absence.  You should also appoint one person as the “caretaker” of your business so that staff and contractors know who is in charge.  Start planning at least 1 month before if you’re planning on going way for a week or two, make sure your key customers know you’ll be out of action and let them know they’ll be in good hands while you’re away.

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Kim Morris is a Business Systems Expert and Business Improvement Coach. Kim works with small business owners and entrepreneurs to help them to systemize and streamline their business. Kim uses a unique system that means you as the owner don’t have to do all the systemizing yourself and that you can have system “Done For You”. To Get Kims FREE Report  go to http://entrepreneursystems.com for your FREE 50 page report.


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