Leiding
Tips & Best Practices

Two weeks of holiday without calling in every day

Taking a holiday means the business stops. Or you call every day. What needs to be in place to really be away: who sees what, which alerts come automatically, and what can wait.

Sunset over the sea and a phone showing all is well

You pack the laptop "just in case". At the pool you check your mail. Every day around five you call the business to ask how it went. Your partner sighs. You say it is only five minutes.

For many owners that is what a holiday looks like. Taking a holiday means the business stops. Or you call every day.

Why you call

You do not call because things are going wrong. Usually they are fine. You call because you do not know whether they are going wrong. That call is your dashboard. It is the only way to know how the day went.

And that is precisely what can be solved. Not by trusting people more, but by making sure you do not have to ask.

Three things that need to be in place

One: who sees what. The people who stay behind need to see their own numbers. The shop manager sees his shop, the office sees the open invoices and the schedule. Everyone sees what they need to decide, and nothing more. See who sees what in your report. If they can see it themselves, they do not need to call you either.

Two: which alerts come automatically. Decide in advance what is important enough to reach you, and set it up so that it comes by itself. For example:

  • the cash really available in 30 days drops below your limit, see there is money in the account, but is it yours?;
  • revenue for a day is far below normal;
  • several people are absent at the same time;
  • loading the data failed, so the numbers are not up to date.

No message means: everything is within normal. That is the point. Silence becomes information.

Three: what can wait. Most things can wait two weeks. The monthly figures, the margin per product group, the analysis of last quarter. Write down what can wait, so that nobody calls you about it and you do not go looking for it yourself.

Agree who decides what

Alerts only help if someone can act on them. Agree in advance who decides what while you are away. Up to an amount you set together, the person on site decides. Above that, you are contacted. With a clear rule, the call you do get is one that is really needed.

One message a day, if you want

Some owners want nothing at all. Others are calmer with one short summary at the end of the day: revenue, anything that deviated, all well. Thirty seconds of reading instead of a phone call. Choose what gives you rest, not what you think you should want.

Test it before you leave

Do a trial week at home. Do not look at anything yourself, only at the alerts and the daily summary. Did you miss anything? Did you get messages you did not need? Adjust. Then you leave with confidence instead of with the laptop.

What you can automate

Nearly everything in this article. Fetching the numbers every night, the access per person, the alerts on thresholds, the daily summary by email and the warning when loading fails all run by themselves once they are set up. What stays human is the agreement about who decides what.

The claim

You can only really be away when the business tells you itself that all is well, and only calls you when it is not.

Tell me what keeps you up at night. No-obligation conversation. No sales talk.

Gregory Moureau