Best practice for great holiday handovers

The primary reason for an effective holiday handover is to sustain business operations without disruptions

Best practice for great holiday handovers

In today’s fast-paced professional world, taking time off for a well-deserved holiday is essential for maintaining work-life balance and preventing burnout. However, in the pursuit of relaxation and rejuvenation, one must not overlook the significance of a well-executed holiday handover. A thoughtful handover process is crucial to ensure seamless work continuity. This article highlights the reasons why a good holiday handover is of utmost importance.

A good holiday handover means you can benefit from your downtime without worrying about business. It will also take away much of the anxiety from the people you ask to step into your shoes.

Make it a great holiday handover, though, and it will empower your team – allowing them to develop new skills and experience, and possibly grow into future leaders.

The HR Dept has some top tips for your personal holiday handovers, enabling a smooth transition from the office to unwinding. These tips are relevant to any employees taking a break, as well as business leaders. 

Plan early

Let key people know when you are away in good time, so that responsibilities are not sprung on them. This also acts as a failsafe to ensure that holiday absences do not clash, leaving no-one at the helm. There needs to be an understanding of what will need to be done while you are away, in particular identifying any essential tasks or deadlines. Prioritise everything in order of importance, and choose who to assign responsibilities to. Think about the workloads of everyone remaining in the business.

Think strategically about learning and development

You’ll want to choose the best person to step into your shoes. This could be the opportunity to help someone grow into a leadership role. A two-week spell with more responsibility could be the perfect dress rehearsal to see if a junior member of staff is ready for a promotion. They will learn new skills and get a feel for what extra responsibility feels like. Even if it turns out they are not ready to permanently level up, they will be a step closer to it thanks to the experience.

Train where necessary

If your deputy will be taking on new tasks for which they are unfamiliar, provide them with some training so they can hit the ground running. Reinforce this with written notes, which they can refer to when you are away. Shadowing you may work well for certain tasks, so they can see how you tackle them. This may be particularly apt, where it involves meeting other people, say clients or suppliers, so that you get the opportunity to introduce them as well. Also, ensure they have access to the resources they need to perform your role – whether it is user-permissions within software, or physical access to tools and equipment.

The return handover

Don’t forget the debriefing when you return. Offer praise for a job well done, and mentoring and support in areas where they need development. Review how the business coped whilst you were away, and consider what may need to be put in place in the future to make future spells of annual leave even more successful.

Sue Tumelty
Sue Tumelty