THE PRACTICE

Decide now which days you’ll work, which you won’t, and what your deadlines are for the holiday season. Then tell your clients in early November.

For many small business owners, the end of the year arrives the same way every time. Clients suddenly want everything done “before the holidays.” Year-end paperwork piles up. Family plans fill the calendar. And because nothing was decided ahead of time, the owner ends up working through days they meant to take off, answering emails at family dinners and starting January already exhausted.

It doesn’t have to go that way. Most of the holiday crunch is predictable, which means most of it can be planned for, as long as the planning happens before the rush starts.

Why it works

Clients plan around the information they have. If they know in early November that you’re closed from December 23 to January 2 and need final requests by December 10, most will work with that. If they find out on December 20, they’ll push for exceptions, and you’ll feel pressure to agree.

It also protects your own time off. Once your holiday hours are announced, they become a real commitment, not a vague intention. You’re far less likely to quietly give them away when someone asks for “just one quick thing.”

And it spreads the work out. A clear cutoff date encourages clients to send work earlier, so it doesn’t all land in the last week before you close.

How to run it

Decide your days off. Look at the calendar for late November through early January. Pick the days you won’t work, and block them now.

Set a cutoff for new work. Choose a date after which you won’t start new projects or accept new requests before the break. Two weeks before your time off is common.

Check your own deadlines. Year-end tasks like taxes, renewals and annual reviews should be on the calendar too, so they don’t sneak up on you during the break.

Tell clients in early November. A short, friendly email is enough.

A quick note on holiday scheduling: I’ll be closed December 23 through January 2. To make sure everything’s wrapped up before then, please send any new requests by December 10. Thank you, and I hope you have a wonderful holiday season!

Set an out-of-office reply. Before you leave, set an automatic reply with your return date and who to contact in a true emergency, if anyone.

The mistake most people make

Waiting to see how busy things get before deciding. By the time you know, it’s too late to set expectations, and clients have already planned around you being available. Decide first, then let the work fit around your plan.

The other mistake is announcing the time off and then answering emails anyway. Every reply teaches clients that your closed days aren’t really closed. Let the out-of-office do its job.

Do this by Friday

Open your calendar and block your holiday days off. Choose your cutoff date for new requests. Write the client email above in your own words and schedule it to go out in the first week of November.

Article contributed by
The AFE Editorial Team