Memorial Day is right around the corner. While you’re honoring our military men and women and taking time to relax over the three-day weekend, I want you to start planning your summer vacation. Yes, I just said that.
Build time off into your work schedule now – no excuses! It takes effort and organization, but your body and mind will thank you. We all need true recuperative time away and three days just isn’t enough. Here’s a game plan to help you get started:
Budget now to go on vacation later.
“If I’m not at the office, I can’t bill. If I can’t bill, I won’t get paid.” True enough, but there is a solution: budget for your vacation. A bit of research and number crunching is in order here. First, calculate your vacation expenses. This should be relatively easy. Next, quantify the lost revenue you need to replace during your time out of the office. Now that you know how much you need, begin setting aside funds every week to meet your financial goal. If necessary, find little ways to cut back that can really add up: like bringing your lunch to work, deferring your daily Starbucks fix, using public transportation, or telecommuting. Saving weekly will keep you on track and help manage expectations. If you’re just getting started, then your plans this year may be more modest. Next year, you can begin saving for your summer vacation in January.
Clients are important enough to schedule. So is your vacation.
Work will never go away, but I guarantee that if you look ahead in your calendar you will find a block of time with no commitments. Even if you haven’t made plans yet, block the time out now before your calendar fills up. If you have a habit of backsliding, enlist your family as enforcers. This time should be sacred. If you need an extra incentive, consider non-refundable travel reservations.
Preparation is Key!
If you’re a member of a firm, going on vacation is a matter of meeting with other lawyers who will be covering cases during your absence.
If you are a sole practitioner, use the buddy system. Find a colleague who is experienced in your practice area and willing to cover for you.
This arrangement is usually reciprocal and is helpful if you have an unexpected absence from the office due to injury or a medical condition.
Follow this checklist:
- Notify clients, opposing counsel, judges, or other appropriate parties that you will be out of the office;
- Prep your files. They should be well-organized and current, with status memos so your buddy can easily step in if needed;
- Create a “Countdown Schedule.” Identify what needs to be done when and whether certain tasks can wait until your return;
- Allow for wind down. As your vacation approaches, leave time in your schedule to finish up last minute work. Reduce or refer out new matters;
- Train staff. Do they have a clear understanding of office procedures? How will they screen client calls during your absence? Give them parameters for contacting you or your buddy in the event of an emergency.
- Resist constantly checking voice mail, e-mail, or text messages. Technology is a God-send, but part of rejuvenation is taking a break from our instant Internet society. Checking in is okay, but stick to a schedule to avoid obsessing over what is going on back at the office. Remember – you have an emergency plan in place. If something happens, staff or your buddy will get a hold of you.
- Avoid post-vacation overload. Just as you blocked out dates to go on vacation, allow yourself time to get back up-to-speed. Otherwise, you’re right back where you started.
Give yourself and your family a well-deserved break. With a bit of organization, you can budget for (and enjoy) your time off. Thank you for tolerating my nagging!
All Rights Reserved 2018 Beverly Michaelis
As we speak, I am planning my escape now!
Enjoy your posts very much. I have an interest in a ranch (Cascade Meadow Ranch) 3 miles outside of Sisters and your photo’s very much look like Central Oregon. Your main premise on planning for vacations/time off is right on the mark. Keep up the good work. Robert Gould
Hi Robert – Central Oregon is a beautiful place. It almost photographs itself. 🙂
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