076: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
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We’re getting into the most wonderful time of the year… and as you know… it can be the most hectic time of the year! It’s important for you to set expectations, boundaries, and get prepared for the holiday season in your business now so that you can have a smooth and enjoyable end of the year.
I want you to have an actual plan and move through this season as efficiently as possible and preemptively avoid any hiccups or last-minute scrambling that is so typical of the holiday season.
Today we’re going to dive into my recommended agenda for your Christmas Season or Holiday Season meeting with your team.
Your Agenda Includes:
- Time Off/Office Coverage
- Boundaries with Time Off
- How to Communicate Your Holiday Schedule to Clients
- Decorating Duties/Efficiencies
- Client Gift Plan/Holiday Card Plan
- Holiday Parties!
Let’s enter this last stretch with INTENTION AND A PLAN!
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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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