How to Craft a Seamless Out of Office Plan
There’s nothing like a good, well-deserved vacation. But if you’re going to be out of the office for an extended period of time, it’s important to make sure things run smoothly in your absence (especially as an HR pro!). It can be tempting to jet off and expect your peers to figure it out as they go, but chances are, the outcome will be best for both you and your coworkers if you plan ahead and prep everyone who will be affected.
Here are five things you can do to set your team up for success so that your vacation can truly be worry-free.
1. Come Up with a Coverage Plan
A formal coverage plan forces you to sit down, outline your day-to-day responsibilities, and identify the right person for each task during your time away. Start this list the week before you depart to make sure you have time to add things in as you go. It can be hard to remember all the tasks that have become routine, but if you keep a tab open and add along the way, you’ll be much more likely to capture the full scope of your responsibilities.
Pro Tip: Document each to-do item, add detailed instructions, and assign each task to your teammates.
2. Connect with Your Teammates
Don’t just tag your coworkers and run. At the very least, set aside some time to chat with each individual who will be covering for you. Make sure they are comfortable with everything and understand the responsibilities they will be taking on. Give them adequate time to ask questions and depending on the complexity of the task, consider having them do a test drive the week before.
Pro Tip: Put 15 minutes on the calendar with each team member who will be covering for you to make sure they have everything they need.
3. Set Expectations for Your OOO Communication
Vacation time should as restorative and work-free as possible. Set your standard for out of office communication, and let team members know if you plan to check your email or Slack messages while you’re away. If you plan to completely disconnect, provide an alternative way for your colleagues to reach you in case of an emergency.
Pro Tip: Emphasize your OOO communications limitations so that your peers know how to best respect your vacation time.
4. Let the Whole Team Know
Circulate your full coverage plan and communication expectations to all members on your immediate team. Even if some of your coworkers aren’t part of your coverage plan, they should still be aware of who’s handling your responsibilities in your absence. This helps team members know who to talk to if a question comes up that would normally be directed to you.
Pro Tip: Close to your departure, send out an email with your coverage plan to your team. Make this email more fun by incorporating GIFs or even riddles.
5. Set Your OOO Message
Now that your team is armed and ready, let everyone else know you’ll be gone by setting up an automatic out of the office email message. If you often deal with time-sensitive matters, be sure to include alternative contact information.
Pro tip: Like your internal email, you can get creative here, but don’t forget to include important information—like when you’ll be back or who to contact in case of an emergency.
Don’t leave your teammates to fend for themselves. By creating a written coverage plan, your peers will always have a documented process to refer to in your absence. That way the work will be sure to get done, and you can enjoy your vacation.
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