Whether you plan to be out for a day, a week or the entire month of December, your absence can have an impact on those left behind. Here are 6 simple steps you can take to make life a bit more pleasant for those who have already used up their vacation. Remember, your vacation days might not roll over, but brownie points scored with coworkers last forever!

1. Set your email out of office message. Most modern email programs offer an out-of-office (OOF) functionality that will automatically send a response to incoming email. If you are not sure where to find the OOF function in your email, search for “out of office” in your email program’s help functionality. (Look for a Question mark if using the latest version of Outlook.) Your OOF message does not need to be a documentary about your vacation; just include the key information:

• Friendly greeting
• Dates you will be gone
• Why you are out (vacation time)
• Day/date you will return and answer mail
• Who to contact in your absence (if anyone)

For example:

Thank you for your mail. I am out Dec 1, 2010 for a vacation day. I will be back in the office on Thursday, Dec 2. If you need urgent assistance, please contact Dave Kramer (email @ writersbloc.net). Thank you.

2.  Update your outgoing phone message. Yes, some people still use the phone – and will continue to call until you answer or return their call. You can adapt your email message for an outgoing phone message script. Key information for your phone message includes:

• Friendly greeting
• Dates you will be gone
• Why you are out (vacation time)
• Day/date you will return and answer mail
• Who to contact in your absence (if anyone)
• How to contact them (for example, dial zero for the operator or hang up and call their direct line)
• The phone extension or phone number for the coworker covering in your absence.

For example:

Hello, this is Jacqui Kramer, owner of The Writer’s Bloc. I am out Dec 1, 2010 for a vacation day. I will be back in the office on Thursday, Dec 2. If you need urgent assistance, please dial zero and ask the operator to connect you with Dave Kramer at extension 425. Thank you.

Also, turn your phone ringer off before you leave – especially if you are in an open environment. Nothing drives coworkers crazy faster than an unanswered phone.

3. Make a note of all key passwords (or reminders). If you’re going away for several weeks, consider making a note of your passwords – or clues to your passwords – somewhere safe. I once took a three-week vacation, secure in the idea I couldn’t possibly forget my passwords in less than a month. I did. My first morning back was spent with a tech support person, who eventually cracked my computer.

4. Set expectations with your clients/customers. Always let your clients know about planned absences ahead of time, even if they are just a day. For more information about setting expectations, see I’m not there: Five ways to check in when you’re checked out (for vacation) .

5. Set expectations with coworkers. I have received a number of calls over the years that began with “(name of coworker) said you’re covering (name of project) while he/she’s out…” A surprising number of these have come out of the blue – because the vacationing coworker didn’t mention that I was on point while he/she was out. The worst was a phone message I received while I was out on vacation myself… because the coworker hadn’t checked to see if I would be around that week. Needless to say, the caller was not amused by the daisy-chained out-of-office messages.

That’s certainly a candidate for worst-case scenario, but it can get worse. I once got the call about a project that had not been made public. It’s a bit difficult to answer questions or provide assistance about a project you didn’t know existed.

Don’t put your coworkers in that position. They will not be happy, and you will both look bad in the eyes of the client/coworker in need of assistance. Contact your designated contact and ask them for help at least a few days before you leave – and take time to debrief them. Leave written notes outlining where to find information (document folders, forwarded emails, etc.) and set expectations regarding what they should – or should not – do while you’re away.

6. Remember your coworkers while you’re gone. The last thing you want to think about on vacation is work – but it never hurts to spend a few moments considering your coworkers. I once worked on a team of about 12 people, all working to launch a major project in the last few weeks of December. Needless to say, there were not many vacation requests being granted. One coworker had already been cleared to take three weeks off in December for her wedding/honeymoon (scheduled long before the project).

We didn’t begrudge her leaving, but we definitely felt the loss of a key person in those final weeks. The project launched, and everyone on the team received a lovely congratulatory email from halfway around the world where she was vacationing! When she returned, she brought a bag full of small trinkets (keychain and magnets) from her vacation. Everyone received a small gift, and the person who took on her extra work received an extra nice gift on the side.

The small gestures – the email, a bag of trinkets most likely bought at the airport – meant a lot to a group of coworkers who didn’t spend December in a tropical paradise. It was by no means necessary, but it did rack up a lot of good karma points with the team. She also happily covered for many on the team when it was time for others to take their own vacations – an extra bonus that didn’t cost her anything, but certainly earned a lot of good will.

Oh, and nearly a decade later, I still have that keychain.

1. Don’t create eye charts. The goal of your presentation should not be to test your audience’s eyesight – yet that is a common issue in PowerPoint presentations. Five to six top-level bullet points, plus a header, is plenty for one slide. If you are including illustrations, think three to four bullets. Better to have multiple slides covering the same topic than to have a slide no one in the audience can read. Speaking of which…

2. Let the audience listen. Another common mistake is to use a script to build the slide. Your audience will naturally read whatever is on screen – which means they are not paying attention to you. Pull out the very high-level points you will be touching on for the slide, and leave the details in your script. You want the audience to focus on you, not your slides. 

3. Limit fancy transitions. We’ve all seen the fancy dissolves, flying sentences and spinning text functionality of PowerPoint. Animating the text is a fun way to break up the monotony of writing a presentation, and it can be effective – for the right audience. It can also slow your presentation down, throwing your slides out of sync with your speech. Worse, it distracts the audience. Use the regular slide transition for presentations unless you have something really big to reveal, preferably at the end of your presentation. 

4. Follow a set style guide. Major corporations typically have a style guide, including approved background(s), font style, point size and capitalization rules for presentations. Check with your admin or manager – odds are they will know if such a thing exists. If not, create one for yourself. You will need:

• A neutral slide background. There are a number of standard professional backgrounds available in PowerPoint. If you have a group or corporate “style,” ask if you can hire (or borrow) a design resource to create a template for you.
• A readable font. Choose a professional, readable font. Good starter fonts include Arial, Calibri, Verdana, and Times New Roman. (Note: this holds true whether you are creating a work presentation or one for the PTA. Papyrus is never a good choice for presentations.)
• A set of point sizes. “Point” refers to how large your text appears. You should have a set point size for headers, another for top-level bullets, and a third for secondary bullets. They should be reasonably close in size. For example:
  • Header: 24 point Calibri
  • Top-level bullet: 20 point Calibri
  • Second-level bullet: 18 point Calibri

Keep your style guide close by as you create your PowerPoint. You’ll also need it when you’re done so you can…

5. Check your work – and check it again. Proper spelling, good grammar, a consistent flow and consistent style will lend a professional air to your presentation. Don’t assume you got everything right the first time – everyone makes mistakes, especially when developing long PowerPoint presentations. After you have finished your draft, set it aside for a few hours to clear your head. Then go back and review. Ideally, you should do a pass to review for each specific issue. Realistically, you will review once. So do so carefully, and if possible, ask a friend or colleague to take a look as well. A second pair of eyes is always helpful.

 Here’s what to watch for while you review:

• Proper spelling: Spell Check will catch a lot, but not everything. Keep an eye out for words that are misspelled, AND words that are spelled correctly… but not the word you wanted use.
• Good grammar: Same rule: use Grammar Check as a tool, but don’t rely on it.
• Consistent flow: Don’t jump around topics – finish thoughts and move on. Also, ensure that any fact or comment you reference (”As you saw on a previous slide…) is paid off earlier. In other words, make sure it actually appeared on a previous slide.
• Consistent style: This includes the point/font/template styles mentioned earlier, but also encompasses capitalization (initial caps or sentence caps?), bullet style (square, round, diamond, etc.), font color, and any other visual queue you will use in your presentation.

Follow these five simple rules and your presentation slides will keep the focus where it belongs during your next presentation: on you.

There are really only three reasons you seek out a doctor’s care, none of which are pleasant. First, there is the annual physical. I don’t know anyone who greets this visit with open arms. At the other extreme, there is the ER visit. Whether you’re a weekend warrior with a broken toe or a trauma victim delivered by ambulance, this is not a place you want to be. For most, it is something in between: the unexpected office visit.

I’ve experienced all three types in recent years, and come away with very strong opinions about the customer service provided. My most recent was today, when a small but painful eye infection sent me to the doctor for an unplanned office visit. It was also the best customer experience I’ve had in several years, demonstrating many of the best practices we demand from other businesses – but rarely from our caretakers.

Show interest in the customer
My regular physician was out, so I saw the physician on call. I had seen him once before (a wretched fall), and he took time to ask me how my ankle was doing – a year after he treated me. (Customer research re: past experience with our practice.)

Conduct customer research
After examining my eye (the source of the visit), he asked me what I thought was going on. My first thought was “You’re the doctor – you tell me.” But he quickly added that I know my body better than he does. Have these symptoms happened before? Is there anything else awry? What is my body telling me? In other words, customer research – in the truest sense of the word.

I gave him a brief description of why I thought it was one of two things (provided customer data points) and stated what I hoped – not thought, but hoped – was the answer. He considered the data points and examined additional areas of the eye. (Additional customer research based on new data.)

Make a recommendation, supported by customer data
In the end, he agreed with my assessment, and provided a detailed reason why he agreed with me. (Postmortem, although in this case the “mortem” refers to the end of the visit.)

He concluded by giving me a detailed description of how to treat the symptoms without fulfilling the RX, reflecting my previously stated preference to not go stampeding to the prescription counter. (Acknowledging customer preferences and working to accommodate them.)

He also gave me a prescription to fill in two days if the non-pharmaceutical approach did not work out. (Anticipating and proactively addressing the customer’s future needs.)

Thank the customer for his/her business
He ended by thanking me for coming in, shaking my hand and providing a card with instructions to call anytime over the weekend if I had questions or felt worse. (Proactively offering customer support.)
Outside of telling me to go left instead of right to find the exit – which he quickly corrected (identify missteps and take action to correct immediately), it was the perfect customer experience. (Providing positive customer feedback, closing the loop on the visit.)

• Folders
• File cabinet
• Recycle bin/box
• Separate “to shred” box
• USB key or other portable back-up device
• New office decorations

Step 1: Clean out your files

File cabinets are a great place to start any massive purge. Not only are you likely sitting on a ton of paper you don’t need, it makes room for all that paper on your desk we’ll be addressing in the next section. Plus, wouldn’t you like to be able to open your drawer without using a crowbar?

Prep your cabinet area. Position your recycle and shred boxes close, but in distinctly different places. You don’t want to recycle sensitive materials, and shredding unnecessary paper simply costs money.

Review each file. Yes, seriously. Re-read and assign each document as appropriate:

• To keep: materials you need to do your job now.
• To file: materials you need keep, but are not in active use now.
• To shred: sensitive materials you no longer need.
• To recycle: materials you no longer need that are not sensitive. When in doubt, shred.

Return the folders to the cabinet. As you re-file, check the state of the folder. Replace beat-up folders or use labels to clearly-write the folder name. If it’s over-filled, break the materials up into multiple folders. (Or at least get a rubber band.)

Step 2: Clean off the desk

This can be painful for pack rats, but it’s worth it. Here are some guidelines:

Review every piece of paper on your desk. Same rules apply as filing: keep, recycle or shred.

Install and store software. Have software sitting on your desk? Install it, put the disk away, and return it to IT (or store it).

Rearrange your desk for comfort. I spent nearly a year spinning in my chair and leaning to answer my phone before a co-worker made the obvious suggestion: Move the phone to the left. (I’m left handed.) Simple solutions can make a huge difference.

Edit and update your decorations. We constantly add things to our desk, but when was the last time you took something away? Update your kid’s artwork, review your gag gift collection and decide if that plant is really worth it. Can’t part with anything? Ask for shelves.

Step 3: Organize your professional library

I’m always amazed by the number of severely outdated books on office shelves. Unless you truly need to hang on to that HTML 1.0 book, take it off the shelf.

Step 4: Clean up your computer

Now that you have a clean desk, it’s time to update the space where you spend most of your time: the computer. Here are some guidelines to get you started.

Clear out your e-mail. Every interaction, from e-mail to calendar requests, contribute to your e-mail limit and bulge. To control the chaos, create folders (by business, client, project – your choice), and start filing. Review and delete mails that are redundant, unnecessary (”thanks” mails) or just no longer needed. Note that many major corporations require employees to delete mail after a certain time period. Check with your legal department for guidance.

Tackle your calendar. Delete the dentist appointments, coffee dates, long-dead project meetings and other detritus. Keep ongoing appointments and recent meetings that may come up in future conversations.

Check your Tasks list. This can also become a wasteland of long-forgotten errands that don’t need to sit on the server.

Organize your digital files. All those things you did with your files? Same thing applies here. But before you delete…

Backup! If you work for someone else, odds are they have a backup in place. Self-employed people, you are your IT department. Don’t neglect your back-ups. Do a mass back-up now, and then set regular back-ups going forward. (We’ll dig into this and other tidbits for the self-employed in Part 2 of the series.)

Step 5: Take home personal files

Part 2: Spending the end of year organizing your home office/business
Part 3: Spending the end of year on yourself

• Departure/meeting/return time
• What to bring (laptops? notepads? handouts?)
• Dress code

2. Confirm you have enough room for everyone—and everything—in your vehicle(s). If you have an early morning meeting, do this the day before. If you have an afternoon meeting, check in the morning in case you need to round up another vehicle and/or driver. Keep in mind the number of people riding, but also any materials they are bringing. (Two people might fit fine in your Volkswagen, but the giant display might prove challenging.)

3. Perform a dress-code check. Find a reason to stop by each person’s desk and ensure they are dressed appropriately. In my experience, people who were not dressed for meetings often volunteer that they are going to get dressed before the meeting. In one case, I had a team member who had forgotten about the meeting. Fortunately, he had time to run home and change. Have a sense of humor about it and your team won’t mind.

4. Make sure there is gas in the car(s). An unplanned stop for gas both eats time and adds stress to an already intense situation. You don’t have to fill it up, but do make sure you have enough gas to at least reach your destination without driving on fumes.

5. Give every driver directions. If you have multiple drivers, ensure everyone has directions, the complete address and cell phone numbers for people in the other car(s). Include any information about traffic, parking etc. that you learned in your preparations.

6. Never leave a person behind! Some team members might want to drive themselves, particularly if a meeting is at the end of the day. If someone asks to drive himself, trade cell phone numbers and ensure he leaves at the same time you do. I have made the mistake of leaving someone behind who was going to be “just five minutes”—and ended up returning to pick him up when he discovered his car battery was dead.

Previously:
Better Know Your Client
Prepping Your Team

To help keep your team on track:

1. Set specific deadlines for each person. If a team member is on point for developing materials, set a deadline before the meeting day to review the materials as a team. This gives each person time to provide feedback and revise if necessary. Also, ask each person to review plans or other materials relevant to the project before your deadline.

2. Put time on each person’s schedule to do the work. Book a meeting on each participant’s calendar to study, build their materials and/or prep for the meeting. There is no guarantee that they will use that time, but it is one more tool in your arsenal to help remind them that there is prep work to be done.

3. Pad your timing for the meeting request. Unless you are meeting at your offices, there will be travel time involved. Pad your meeting request by at least a half hour before and after the actual meeting time to ensure your team doesn’t get booked during that time. Include an explanation in both the subject line and the body of the e-mail. For example:

Sample subject line:
Meeting with The Writer’s Bloc – Leave office at 1 p.m., meeting at 2 p.m., back by 4 p.m.

4. Book a pre-meeting meeting. Yes, we all know that meetings about meetings are the definition of insanity. Come with an agenda, including a walkthrough of each person’s materials, meeting etiquette and dress code for the meeting. Be prepared to dismiss early if the team is clearly ready to go or needs the extra time to work on meeting-related materials. No one will mind getting back “free” time on their calendar.

Previously: Better Know Your Client
Next time: Final Prep

First impressions do matter—especially if they happen during a pitch. As project manager, it’s up to you to identify the factors that could make or break your visit. Between personal observation and contacts at the company (be nice to the admin—always), you should be able to answer these questions at least a few days in advance:

1. What resources are available in the meeting room? This is perhaps the single most critical issue, and yet it rarely gets asked. Do not assume that your conference room will have multimedia (e.g., a projector), white board or anything else that you might want to use during your presentation. DO tell your contact up front if you have special requests. Remember, no detail is too small. I have been in rooms where you can barely stand much less have the space to place an easel.

2. What is the vendor “Dress Code”?: The common Microsoft stereotype is that you are just as likely to speak to someone in a suit as someone wearing cut-offs and flip-flops. In my 9+ years running around campus, I’ve yet to see cut-offs… but I have seen a flip-flop or two. But I would never wear them myself to a client meeting. My usual attire is a nice pair of slacks and a blouse—even if I’m meeting with someone I know wouldn’t blink if I showed up in jeans. Why? Because you never know when someone important will be pulled into your meeting, or if you’ll have an impromptu meet-and-greet with the VP in the hall. Always dress professionally.

3. How long will it (realistically) take to get there? Yes, the mapping technologies and your GPS all give travel estimates. But they aren’t considering little things such as bridge/lane closures, construction, commuter congestion and accidents. If possible, drive the route beforehand at the same time you’ll be traveling. Also, add your local news radio station to your preset stations for traffic reports. And no matter what, leave early. Traffic is never completely predictable. If you arrive early (as you should), scope out parking and then head to the nearest café for last minute team review. Even though your goal is to arrive earlier than necessary, never go in the lobby more than 10 minutes early—it could be interpreted as poor planning on your part.

4. Where can I park? Is there parking nearby? Does the company validate? Do you need cash or can you use a credit card? These questions might seem banal, but they become the most important thing in the world when you’re up against the clock—and you don’t have five quarters to feed the meter. I was once in a situation where I had to send one person running to the meeting and another team member breathlessly dashing off to find a store to get change for a meter. All because the team leader assumed we could use a nearby parking lot that took credit cards. What he didn’t realize was that the garage had limited public parking—and all those slots were claimed by late afternoon. Always keep a little change on hand if you’re going to an area where you have to pay to park. We now keep a roll of quarters in the glove compartment, just in case.

Next time: Prepping Your Team

In my day, you simply created a quick META redirect and if you wanted to speed it up for modern browsers, you added some Javascript and/or VBScript to flip the page even faster. No more. These days, search engines are wary of these methods, which have been dreadfully abused by spammers and scammers. Now they want you to use ASP, PHP or other server side methods that include a message for spiders notifying them that the change is permanent so they can update their records based on a trustworthy source.

The article How to redirect a web page, the smart way by Steve Hargrove includes all of the code samples you need to pick your method and get started. I trained my client to use the ASP version, which will work on their site and took only seconds to customize:

<%@ Language=VBScript %>
<%
Response.Status=”301 Moved Permanently”
Response.AddHeader “Location”, “http://www.new-url.com/fullpathtonewpage”
%>

The best part is that it’s even easier to configure than a META redirect. The only downside is that you can’t use it to replace an existing HTM page. For that, you’ll probably need to try HTACCESS or one of the other methods. If you are redirecting the home page of a site or subdirectory and your server supports ASP, you can simply move or rename the default.htm and create a default.asp for the redirect and your server should find it (just as long as you don’t direct link to the old HTM page).