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7 Important ToDos Before You Head Out of the Office

Lokesh Kumar

October 25, 2024

In today’s fast paced work environment, leaving the office doesn’t just mean logging off and heading out. With so many projects, deadlines, and tasks in play, preparing properly before you take time away is essential to prevent a hectic return. This guide will walk you through seven important todos to help you leave the office organised and set the stage for a seamless return. Each tip is designed to keep your workflow smooth, your colleagues informed, and your projects moving forward without you.

 1. Wrap Up Outstanding Tasks

Leaving with unfinished tasks can lead to setbacks, misunderstandings, and disruptions, especially if others rely on your work to keep projects moving. Closing out your day, week, or even a planned leave by ensuring all open tasks are either completed or properly documented can have an immediate impact on team productivity.

 Actionable Steps to Wrap Up Tasks
  • Identify Urgent Tasks: Use your task management system or a todo list to identify highpriority items and those with approaching deadlines. 
  • Delegate Where Possible: If a project requires continuous attention, hand it off to a capable colleague. Ensure you leave them with all necessary resources.
  • Document Progress: For tasks that can’t be completed, leave detailed notes on what has been accomplished and what is pending, specifying any next steps. This documentation should be stored where your team can easily access it.
 Example Scenario

Imagine you’re leading a client project that has an upcoming deadline. Rather than leave it unfinished, create a shared document with the project’s status, and include details on the next few steps. Send this document to a colleague who can keep it on track until you return.

 2. Set Up Your OutofOffice (OOO) Response

When leaving the office, an out of office message on your email and other communication platforms is more than just a formality. It’s essential for managing expectations and ensuring clients, colleagues, and partners know when and how they can reach you (or your backup) while you’re away.

 Crafting the Perfect OutofOffice Message
  • Include Key Information: Your out of office message should clearly state:
    • Dates of your absence
    • A return date or general timeframe
    • Contact details of a colleague who can assist in your absence
    • The expected response time upon your return
  • Personalised Messages for VIPs: If you have high priority clients or projects, consider sending personalised messages in advance. This can help reassure key contacts and minimise disruption.
 Sample OutofOffice Message
"Hello! Thank you for reaching out. I am currently out of the office and will return on [date]. For immediate assistance, please contact [colleague’s name] at [email/phone number]. I will respond to your email as soon as possible upon my return. Thank you for your patience!"

 3. Organise Your Workspace

Coming back to a clutter free workspace can set a positive tone for your first day back. Plus, an organised desk or digital workspace not only boosts productivity but also prevents delays for any colleagues who may need access to files or documents in your absence.

 Steps to Declutter and Organise
  • Clear Your Desk: Remove papers, put away personal items, and organise tools or materials. A tidy desk signals that you take your work seriously and allows anyone stepping into your role to find what they need.
  • Organise Your Digital Files: Store critical digital files in shared folders or project management systems so team members can access them if needed.
  • Label Key Documents: For paper files, ensure everything is well labelled, with relevant project or client names, and place them in a spot where others can easily access them.
 Example Scenario

If you’re an accountant leaving in the middle of tax season, ensure all client files are organised in a shared drive, with a clear structure that’s easy to follow. This makes it possible for someone to step in without causing delays.

 4. Notify Key Stakeholders

Communicating with those who depend on you—whether they’re clients, team members, or project stakeholders—can prevent potential issues and build trust. By notifying relevant parties about your absence, you set the right expectations and keep everyone aligned.

 Best Practices for Stakeholder Notifications
  • Send an Email Update: Draft a professional email that outlines the dates of your absence, key updates on any ongoing projects, and contact information for anyone covering for you.
  • Schedule a Handover Meeting: For complex projects, consider holding a handover meeting to walk through all pending tasks, anticipated questions, and any possible issues that may arise.
  • Provide Documentation: Use project briefs or status reports that contain detailed instructions and relevant links. A comprehensive document can serve as a quick reference guide for those covering in your absence.
 Example Scenario

If you’re managing an advertising campaign, inform your client of your upcoming leave. Share a project status report and let them know who will handle their account in your absence.

 5. Update Your Task Management System

Your task management system, whether it’s Asana, Trello, or a simple todo list app, is where you keep track of your work. Updating it before you go ensures that nothing is missed, and tasks are clearly documented and assigned if necessary.

 How to Optimise Your Task Management
  • Mark Completed Tasks: Ensure that all completed tasks are marked as done and closed out.
  • Reassign Pending Tasks: If you’re working on collaborative projects, assign any ongoing or pending tasks to colleagues with detailed notes.
  • Set Up Reminders for Yourself: Schedule reminders for tasks you need to address upon returning. This helps you prioritise and gives you a clear path to follow.
 Example Scenario

If you’re a product manager, make sure all tasks in your project management tool are either complete or reassigned. Provide a quick reference guide to each assigned task so your team has the context they need to move forward.

 6. Plan for a Smooth Reentry

Returning to work after time away can be overwhelming, especially if your inbox is full and projects have moved forward. Planning a smooth reentry can make a big difference in how productive and stress free your first day back will be.

 Tips for Managing Your First Day Back
  • Plan a ToDo List for Day 1: Start your return day with a prioritised todo list that includes essential tasks and immediate follow ups.
  • Schedule a Briefing Session: Arrange a catchup meeting with your manager or teammates to get up to speed on what’s happened in your absence.
  • Block Time for CatchUp: Block off the first few hours on your calendar to review emails, catch up on updates, and process any missed information.
 Example Scenario

A customer service manager returning from a weeklong vacation might set aside an hour to review client interactions that occurred in their absence and follow up on any issues that need escalation.

 7. Backup Important Data

Backing up your data may seem like a precautionary step, but it’s essential to avoid data loss and ensure smooth operations even when you’re away. This also provides peace of mind knowing that important information is secure.

 Best Practices for Data Backup
  • Utilise Cloud Storage: Ensure all critical documents are saved on secure cloud platforms like Google Drive or OneDrive, where they are accessible if needed.
  • External Hard Drives: If you handle large volumes of data, consider creating a physical backup on an external hard drive for extra security.
  • Secure Sensitive Data: For sensitive information, use encryption or password protection to ensure it remains confidential.
 Example Scenario

If you work in HR and are managing sensitive employee records, ensure that all files are securely backed up and password protected to prevent unauthorised access.

Bonus: Additional Tips for a Successful Departure

Leaving the office prepared is not only about ticking boxes but also about creating peace of mind. Here are some additional actions you might consider:

Notify HR or Relevant Departments

For extended time away, especially if it’s due to travel or health reasons, notify HR or other relevant departments. They can assist in coordinating any necessary adjustments in your role.

Clean Out Your Email Inbox

Dedicate some time to clean up your inbox, delete unnecessary emails, and archive important ones. This can make catching up on emails easier and less overwhelming when you return.

Update Your Calendar

Block off your absence on the company calendar or shared team schedule. This lets people know you’ll be unavailable and prevents them from scheduling you into meetings.

Leaving the office in a wellorganized state isn’t just about your personal peace of mind; it’s about maintaining your team’s productivity and ensuring that your absence doesn’t create challenges for others. By wrapping up tasks, setting up an outofoffice message, organizing your workspace, notifying stakeholders, updating task management systems, planning your reentry, and backing up data, you set the stage for a seamless transition.

These steps may require a bit of extra time, but they pay off by allowing you to relax and truly enjoy your time away from the office. Plus, when you return, you’ll be met with fewer disruptions, greater focus, and a clear path forward. Now you’re ready to head out of the office with confidence!

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