Tips on Preparing for Time Off Work

As a coach working in the charity sector, I know from my experience that taking time off work is essential for maintaining a healthy work-life balance, recharging your energy, and preventing burnout. It can feel like you have to work twice as hard before you go and twice as hard when you get back. However, to truly enjoy your time away, it's crucial to prepare effectively. Here are some tips to ensure a smooth transition before, during, and after your time off.

1. Plan Ahead

  • Set Your Dates Early: Decide on your leave dates well in advance. This gives you plenty of time to prepare and allows your team to adjust to you being away.

  • Inform Your Team: Communicate your time off to your team and manager as soon as possible. Provide them with the exact dates and any necessary details about your leave.

2. Prioritise Your Work

  • Create a To-Do List: List all the tasks that need to be completed before your leave. Prioritise them by urgency and importance, ensuring you tackle the most critical ones first.

  • Set Realistic Goals: Be realistic about what you can achieve before your time off. Focus on completing essential tasks and projects, and delegate or postpone less critical work.

3. Delegate Responsibilities

  • Identify Key Tasks: Determine which of your responsibilities need to be handled while you’re off. Assign these tasks to colleagues or team members who can manage them effectively.

  • Provide Clear Instructions: Ensure that the people taking over your responsibilities have all the information they need. Provide detailed instructions, access to necessary documents, and contact information for any questions that may arise.

4. Communicate Effectively

  • Set Expectations: Let your team, clients and donors (if appropriate) know when you'll be unavailable and when they can expect you to return. This helps manage their expectations and reduces the likelihood of issues arising.

  • Out-of-Office Message: Set up an out-of-office email reply. Include the dates of your leave, an alternative contact person, and any other relevant information. This ensures that anyone trying to reach you knows you’re away and who to contact in your place.

5. Organise Your Workspace

  • Tidy Up: A clutter-free workspace can make your return less stressful. Organise your desk, files, and digital workspace before you leave.

  • Secure Important Documents: Ensure all critical documents are filed correctly and accessible to your team if needed.

6. Disconnect and Recharge

  • Limit Work Contact: Avoid checking work emails or messages during your time off. Communicate your need for a complete break to your team and clients, and trust your colleagues to handle things in your absence.

  • Focus on Relaxation: Use your time off to unwind and engage in activities that you enjoy. Whether it's spending time with family, travelling, or pursuing hobbies, make sure to prioritise relaxation and self-care.

7. Prepare for Your Return

  • Plan Your First Day Back: Schedule a light workload on your first day back to ease the transition. Use this time to catch up on emails, review what happened while you were away, and plan your tasks for the coming days.

  • Check-In with Your Team: Upon your return, have a brief meeting with your team to get up to speed on any developments and address any urgent matters.


Proper preparation for time off work ensures that you can fully enjoy your break without worrying about work piling up in your absence. By planning ahead, prioritising tasks, delegating responsibilities, and setting clear expectations, you can create a seamless transition for yourself and your team. Remember, taking time off is crucial for maintaining your well-being and productivity, so embrace your time away and return to work refreshed and recharged.

If you're looking for more personalised advice on managing your workload and achieving a healthy work-life balance, consider booking coaching with me. Together, we can develop strategies tailored to your unique needs and goals. Click the link below to schedule a session.

Time off work
It can feel like you have to work twice as hard before you go and twice as hard when you get back.
— Bethany Helliwell-Smith
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