Working on New Summer Detox Be Back June 21st
This Week, Complete this Slide Deck | 30 Day Vacation Prep
For the Presentation Week before leaving for vacation, you might be giving five presentations. Here is another template to use for your presentation to clients before leaving. Let them know you are taking your yearly vacation but that everything will be monitored while you are away from your desk.
Suggested Presentation Template
Presentation Overview: 30-Minute Allocation
- Context & Review: 5 Minutes
- Key Achievements & Data: 10 Minutes
- Challenges & Learnings: 5 Minutes
- Future Roadmap: 5 Minutes
- Q&A / Discussion: 5 Minutes
Slide Deck Template
Slide 1: Title Slide
- Content: Project/Account Name: Six-Month Progress Review.
- Sub-text: Reporting Period: [Month, Year] – [Month, Year].
- Details: Client Name, Your Agency/Company Name, and Date.
Slide 2: Executive Summary
- Heading: Initial Project Summary and Current Project Summary – at a Glance.
- Content: 3–4 bullet points highlighting the most significant achievements or pivots of the last six months and the primary focus for the next six months.
- Purpose: To give stakeholders the bottom line immediately.
Slide 3: Goals & Objectives Recap
- Heading: What We Set Out to Achieve with this project & While I’m Away Goals.
- Content: A table comparing six months ago against current status.
- Visual: Status icons appropriate for Industry
Slide 4: Key Achievements
- Heading: Major Milestones Reached up to Date
- Content: Focus on 3 major accomplishments. Use specific data from files.
- Visual: Use high-impact photos of the completed work, team working, work environment industry environment.
Slide 5: Quantitative Results
- Heading: Performance Metrics.
- Content: Charts or graphs showing trends over the last six months. Annotate the graphs to explain spikes or dips in work progress – Campaign Launch or Seasonal Shift.
Slide 6: Challenges & Pivot Points
- Heading: Navigating Obstacles.
- Content: Be transparent about what didn’t go according to plan in the initial timeline.
- Structure: Challenge → Action Taken → Result/Current Status.
- Purpose: Builds trust and shows proactive problem-solving.
Slide 7: Strategic Learnings
- Heading: Strategic Learning from Project
- Content: Qualitative insights. What have we learned about the client’s audience, the market, or the product over the last half-year?
- Purpose: Proves you are thinking critically about their business, not just executing tasks.
Slide 8: The Next 6 Months: Vision & Goals
- Heading: Strategic Focus for the next six months.
- Content: Outline 3–5 high-level objectives.
- Visual: A timeline or chevron-style graphic showing the evolution of the project.
Slide 9: Roadmap & Immediate Next Steps
- Heading: Q3 & Q4 Action Plan.
- Content: A more granular look at the next 30, 60, and 90 days.
- Call to Action: Mention any approvals or resources needed from the client.
Slide 10: Conclusion & Discussion
- Heading: Q&A.
- Content: Leave this slide up during the discussion.
- Details: Contact information and a “Thank You” note to the team / clients / Boss
I’ve added to rice this week Crispy Balsamic Beets. If you are Preparing for a swimsuit vacation, it takes four days to get rid of rice from your system. Focus on salads four days before leaving.
Review of Progress: Recurring Tasks, Deadlines, Projects,
Meeting Itinerary: The Handover Alignment For Planned Absence Vacation
Duration: 45–60 Minutes Meeting Length
Goal: Clarify ownership, finalize deadlines, and pause / Notify Delay of Implementation of New Projects
| Time | Segment | Purpose |
| 00-05 min | Countdown | State departure/return dates and “hard stop” time to meeting attendees. |
| 05-20 min | Status | High-level overview of what will be finished vs. what is paused or delayed during absence. |
| 20-40 min | Delegation During Absence | Assigning contact person for specific tasks or workflow while absent |
| 40-50 min | Emergency Protocol | Defining what constitutes an actual emergency while the Desk is on Vacation |
| 50-60 min | Q&A / Feedback | Clear up any ambiguity with the team and take notes to add to Vacation Binder |
Layout of the Presentation Slides
Slide 1: Out of Office Logistics
- Dates: [Start Date] to [Return Date].
- Last Available Hour: [e.g., Friday at 3:00 PM].
- Communication Status: “Fully Offline” (highly recommended) or “Emergency Only.”
Slide 2: Before Vacation Completion Goals
- List 3–5 high-priority items to be completed before leaving.
- Q & A on Tasks to be completed, delegation if necessary to team members to ensure completion.
Slide 3: Work on Hold
- List projects that are paused while on vacation.
- Provide a restart date for project items and update clients with update right before absence.
Slide 4: Delegation & Ownership
- Task A: [Point Person Name] – responsible for [specific output].
- Task B: [Point Person Name] – responsible for [specific output].
- Internal Approvals: Pre-approval for Point Person A and Point Person B for certain tasks.
Slide 5: Triage & Escalation
- Step 1: Discuss the Vacation Binder and how to find information on your projects.
- Step 2: Contact and operational questions in your Binder
- Step 3: Contact and upper level management that might need to be contacted.
- Emergency Contact: Only to be used if Contact Persons are unable to respond.
- Update your Email Signature: Mention your upcoming absence and What the focus of your work is for your clients.
- Record Loom Videos: For complex tasks you are delegating ensure your department as an alternative person with similar skill levels to complete the tasks.
Vacation Binder | Checklist for Departure
Part 1: Your Personal “Desk Exit” Checklist
Go through this checklist:
Out of Office Checklist Section of your Binder – THE DEPARTURE CHECKLIST
Dates Away: [Start Date] to [Return Date]
Priority Tasks in Progress to be Monitored
- Task: [e.g., The Monthly Report]
- Status: [e.g., 80% done; just needs Friday’s data.]
- Action Needed: [e.g., Please hit ‘Send’ on Monday morning.]
Key Contacts & Stakeholders for Each project – Notification that desk is on Vacation –
- If [Client/Boss Name] calls, tell them: [Instructions].
- For urgent issues regarding [Project X], contact: [Name of backup person].
Where to Find Things. Verify Locations and Update Records
- Physical Files: Located in [Drawer/Folder Name].
- Digital Files: Saved on the shared drive at: [Pathway/Link].
- Passwords/Keys: [Mention if they are with the Manager or in the secure lockbox].
Emergency Contacts at WORK for your Desk
- Please only contact me for: [e.g., True emergencies / Don’t contact me at all!]
- Best way to reach me: [Phone number/Email].
Create Notes for my Return Section with a Tab. Make sure your Colleagues know they may add notes to your Binder.
Notes for My Return: Please jot down anything major that happened here so I can catch up quickly and anything you may need accomplished which is not urgent but has a deadline.
Emergency Contact Sheet | 30 Day Vacation Prep
Emergency Contact Directory
Local Emergency Services
- Emergency Dispatch (Police/Fire/Ambulance): 911 (or local equivalent)
- Local Police Department (Non-Emergency): ________________________
- Local Fire Department (Non-Emergency): ________________________
- Nearest Hospital/Emergency Room: ________________________________
- Address: ____________________________________________________
- Poison Control: ________________________________________________
Emergency Mobile Phone
- Location of Phone or tablet in desk Drawer: _____________________________________________
- Phone Passcode: [ ____ ____ ____ ____ ]
- What is on this phone: This device contains group data for projects, emergency contact numbers for projects, the presentation decks, JPGS to be used with colleagues, graphs, timelines, work focus, other data that might be useful are found on screen folders created for easy management of data.
Personal Emergency Contacts
Primary Contact: ________________________ Phone: ____________________
Secondary Contact: ______________________ Phone: ____________________
Out-of-Area Contact – me on vacation: ____________________ Phone: ________________
Catch-Up Week Before and After Vacation | 30 Day Vacation Prep |
Schedule a Week before Vacation to Catch up and a Week After Vacation for Catch Up on Projects and Schedules
The Golden Rules of Catch-Up Week
- Declare a “Meeting Holiday”: Block your entire calendar. If possible, set an auto-reply stating you are Preparing for a Presentation.
- Schedule a Presentation for your Colleagues – Schedule the presentation for the day before you leave- highlighting your projects.
- No New Projects: The goal is to clearly summarize what you are working on and what you are responsible for in the department / business.
Schedule for Catch Up and Present Week
| Day | Focus | Primary Objective |
| Monday | Sort Your Work into Piles for Slide Decks | Put a Notice of Vacation on your email. Delegate email to colleagues starting two weeks before vacation. |
| Tuesday | Tackle the first slide deck | Tackle the single largest Project Milestones and put into a presentation. |
| Wednesday | Slide Deck of Wins from Your Desk | Clear out small tasks (under 15 mins) in batches while Creating a Win Slide Deck |
| Thursday | Create a Slide Deck of Project Goals and what needs to be done | Invite members of your teams to this slide deck presentation. |
| Friday | Countdown Starts – | Send out emails and invitations to Presentations and Print Slide Decks to hand out to collegeus. |
Financials in Binder when Away from DESK at Work | 30 Day Prep
When leaving financial responsibilities in the hands of coworkers, the goal is to provide access without overexposure. Here is a checklist of the financial info you should leave on your desk in your binder before you head out:
The “Immediate Action” List
This is for anything with a hard deadline that falls during your vacation dates.
- Pending Approvals: List any invoices, expense reports, or payroll runs that need a “green light” while you’re gone.
- Maturity Dates: If you manage short-term investments or CDs, note if any are set to roll over or expire.
- Auto-Pay Confirmations: A quick list of what should happen automatically so they can double-check the “Monarchy” is actually running itself.
Access & Authentication
- Emergency Contact for Banks: Don’t leave your full account numbers out, but do leave the name and direct line of your Relationship Manager or dedicated bank contact.
- Token/MFA Protocol: If your system requires a physical security key or a “soft token” on a phone, ensure you’ve designated a backup person who has been granted “Proxy Access” through the bank’s portal (never share your own password!).
- Software Logins: Ensure they have access to the accounting software (QuickBooks, Xero, etc.) under their own credentials.
The Guide When Something Goes Wrong
- Threshold Limits: “If an emergency expense is under a corporate mandated amount, it is approved by corporate. If it’s over, call [X person].”
- Fraud Contacts: The direct number for the bank’s fraud department in case a suspicious transaction appears on the corporate card while you’re offline.
- Vendor List: A “Who’s Who” of your most important suppliers, so if a vendor calls claiming they haven’t been paid, your coworker knows exactly who to check with.
What to Keep Off Your Desk
For the sake of security make sure these stay away from your Work Desk.
- Personal Financial Documents: Bank statements, tax returns, or payroll stubs that show your specific salary and personal finances.
- Physical Checks: Never leave a “signed blank check” or even a book of unsigned checks in an unlocked drawer at work.
- Master Passwords: Keep them away from the binder if work colleagues do not need access to the data.
Image for Desk Philosophy to Edit | 30 Days
Here are two images to edit for your desk Philosophy book. Audit your day today. Know your desk routine.
Template for Out of the Office Binder | Begin 30 Days to Being Away Detox |
Out of Office Binder
1. The “Big Picture” Calendar
• Duration: Time gone from office.
• Key Deadlines: [Insert specific dates for reports, filings, or launches].
• Meetings: List recurring invites and assigned leads.
2. The Handover Map
• Topic A: [Colleague Name] — [Email]
• Topic B: [Colleague Name] — [Email]
• Topic C: [Colleague Name] — [Email]
3. Project Status Sheets
• Project Name: [Insert]
• Status: Green / Yellow / Red
• Next Steps: [First action item upon departure]
• File Path: [Shared Drive Location]
4. SOPs & Vault
• Logins: [Location of Password Manager]
• Software Guides: [Links to internal Wiki or PDFs]
• Workarounds: [Tips for specific client quirks or technical bugs]
5. Contact Directory
• Vendors: [Name] — [Phone/Email]
• Clients: [Name] — [Phone/Email]
6. Emergency Protocol
• Actual Emergency: [Define specific scenarios, e.g., legal issues, data breach].
• Who to Call: [Supervisor Name/Contact].
• Trail Contact: [Satellite Messaging Info, if applicable].
8. Financial & Tax Calendar (Self-Employed S-Corp)
• Quarterly Estimated Taxes: Check if a Form 1040-ES or State payment is due (typically April 15, June 15, or Sept 15).
• Payroll: If part of your job, ensure your owner-draw or salary payroll is scheduled/automated.
• Annual Reports: Verify if your Secretary of State annual registration is due.
• Insurance: Confirm professional liability/malpractice insurance is set to autopay.
This is for the whole week. If you want to feel less stressed at work while prepping for vacation, spend this month stress detoxing by reducing the amount of junk food.
We will be eating steamed rice, margarine with olive oil, eggs and three to four cups of coffee with real milk and sugar.
All these ingredients help build up your immune system and detox your adipose layer.
For thirty days, you will eat vegetarian friendly foods to reduce exposure to extra chemicals and toxins found in processed meats etc.
Happy Easter Weekend! | 30 Day Vacation Countdown Starts Monday! |
Vacation Countdown Starts on Monday. 30 Days of Prep to leave your desk and not worry about your projects or colleagues.
