Working on New Summer Detox Be Back June 21st
Vacation is Here! | Jpg to send at work.
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.
Jpg for Vacation Notice on Desk and on Email
Option 1 which is best for general office environments and external clients.
Subject: Out of Office: [Your Name] | [Start Date] – [End Date]
Hello,
Thank you for your email. I am currently out of the office for vacation and will not have access to my email. I plan to respond to all messages in the order they were received when I return on [Return Date] or they may be answered by a work colleague.
If you require immediate assistance, please reach out to [Colleague’s Name] at [Colleague’s Email]. Otherwise, I look forward to catching up with you soon.
Best regards,
[Your Name]
Option 2 is best for internal teams or fast-paced environments where brevity is king.
Subject: [days] until [Return Date]
Hi there,
I’m away on vacation from [Start Date] to [End Date].
For anything urgent regarding [Project Name], please contact [Colleague’s Name]. For everything else, I’ll get back to you as soon as I’m back at my desk.
Thanks!
[Your Name]
Option 3 is best if you are managing specific deadlines or high-priority accounts.
Subject: Out of Office notice: [Your Name]
Hi,
I am taking some time off starting [Start Date] and will be back on [Return Date].
While I’m away, the following people are covering my active projects:
- For [Project A]: Contact [Name]
- For [Project B]: Contact [Name]
- For Billing/Invoices: Contact [Name]
I will be sure to follow up on any pending items once I return.
Best,
[Your Name]
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.
Do Not Take a Work Phone | 30 Day Vacation Prep
Note: I take a vacation phone and buy an unlimited SIM for the phone. Even with this strategy, I run out of data and sometimes have to buy additional data. In the United States, the SIM I purchased from Europe was unlimited data which cost around 60 dollars. Use an old unlocked phone and leave your other phones at home.
Spend today working on what you need to have from work desk and work phone on your vacation phone and make a note in your binder that you do not have your work phone with you on vacation.
The Ultimate Travel Hack: Offline Maps
The single best way to save data is to download your destination maps over Wi-Fi before you leave your hotel room. Open Google Maps, tap your profile picture, and select Offline maps. Tap Select Your Own Map and move the square over the city or region you’re visiting. Your phone will use the saved map on your storage instead of downloading it over the air. You still get turn-by-turn driving directions and can search for addresses without using a single kilobyte of data.
You won’t get live traffic updates or alternate “faster” routes unless you turn your data back on.
Do Not Use the Satellite View
If you like seeing the actual rooftops and trees while you drive, you are using roughly 10x more data than the standard “Map” view. To fix this, tap the “layers” icon in the diamond stack on the map and ensure it is set to Default rather than Satellite. Standard navigation uses about 5MB per hour; Satellite can easily jump to 50MB+ per hour.
Activate WIFI Mode – Purchase WIFI Pass
Google Maps has a specific setting that forces the app to only use your downloaded offline maps, even if your cellular data is turned on for other apps. Tap your profile picture > Settings > Toggle on Wi-Fi only. This prevents the app from “checking in” with servers constantly for minor updates. Xfinity has a US network pass that costs under 15 dollars a month.
4. Watch the Data Drain
Often, it isn’t just Google Maps eating your 50GB—it’s the apps running in the background while you navigate.
Background App Refresh: Disable this in your phone settings for social media and video apps. They often “pre-load” videos while you’re driving so they’re ready for you to watch later.
Photo Syncing: Ensure Google Photos or iCloud is set to not back up photos/videos over cellular. If you take 4K videos of your vacation, they could eat through several gigabytes in minutes.
Leaving the Personal Hotspot OFF – Be Careful. I left on my personal hotspot and my computer decided to use my phone data instead of my Xfinity plan. Now, I have 20 days of slow speed phone but a fast internet from Wifi. If you want to only buy one SIM, you can take your regular phone and keep the personal hotspot on and let the other phone use blue tooth to access social media and other fun apps not on the SIM phone.
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.