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10 Simple Ways to Prepare a Holiday Handover at work (with email templates)

Prepare a holiday handover at work

We’re approaching the summer holidays – yes, really! – and if your projects have run like mine this year, your carefully planned deadlines no longer coincide with the dates that you are going to be out of the office.

I don’t like going away and leaving my work in someone else’s hands. Not because I am a control freak (although I suspect it is partly that) but because something always happens when I am not there.

However carefully I plan it, I always seem to end up putting someone else through a stressful time as they have to act on or resolve an issue while I’m out of the office.

A vacation handover helps you both. It means you have to think about what might happen and plan for it. It helps your colleagues deal with stuff while you are away.

So how can you do a smooth holiday handover to your colleagues? Here are 10 simple ways to leave on vacation and not worry about what’s going on back at base.

1. Use your email signature to notify of upcoming leave

I’ve seen more and more people using their email signature as a way to alert people to upcoming out of the office time. It reads a bit like this:

Email signature, contact details, etc
Advance notice: I’ll be out of the office from Tuesday 14 July until Friday 24 July.

The text is normally in red or bolded (or both) so it stands out.

I have no idea how effective this is and whether it just means you get a ton of emails on the day before you are due to leave, but it seems like a sensible thing to do in an environment where you have a lot of messages and people need to know where you are.

2. Plan your handover to a colleague

This might sound obvious but you need to plan to handover your work. Ideally, you should handover to one colleague. Look at the resource plan for the team and consider who that might be.

Your handoveree (that’s not really a word, I know) doesn’t need to know everything about the project. They simply need to be briefed on:

  • Main deliverables during this time, if any
  • Main risks or issues that are currently on the table and might need watching
  • Main stakeholders and the project sponsor’s contact details so if anything urgent does come up they know who to talk to
  • Where they can find information about the project
  • Major decisions that should be taken during this time, if any, and what your recommendation would be and/or criteria for making that decision.

You may have other things to add to that list depending on your project.

3. Meet your colleague to handover

Set up a meeting with the person who will be covering for you while you are away. I find that it helps to create a document with all the key points. They can then use this as a reference while you are away and update it with anything that changes.

Make sure you are clear on what the priorities are (or should be) so they only have to focus on the really important stuff. Remember they have their own job to do too!

If you have an automated approvals process or a project management workflow, such as the change management process, set up a delegate for your time away so that you don’t inadvertently stop changes or processes moving forward while you are away.

For tips on how to talk to someone about picking up your work, read my guide to delegating tasks.

4. Remind your manager and/or project sponsor

You should tell the key stakeholders on your project that you are going away. Give them lots of notice.

Let them know who they should talk to when they can’t talk to you. If it’s that sort of project, let them know how they can contact you during your vacation, if you are prepared to take their calls.

5. Tell your clients/other stakeholders

It’s a courtesy to let customers, suppliers or key project stakeholders that you won’t be available during your vacation time. I think it’s better to let them know on the phone or at a regular meeting, but it’s always useful to remind them in an email. They won’t remember, and having it in writing gives them something to refer back to.

Holiday handover email template to use with clients

Hello [name]
I thought I’d remind you that I’m out of the office from [date] to [date]. I can assure that I’ve handed off the important topics to [colleague] who is available to help you during this time. You can reach him/her on [contact details] if you need to get in touch while I’m away.
If it’s not urgent, feel free to email me and I’ll respond to your message on my return.
Kind regards
[your name]

If you want, you can include a statement about the latest progress, what next steps are, what they can be doing while you are off, or something like that. Personalise as much as you can, especially if you are out of the office for more than a week.

Giving a last-minute-before-you-leave update is going to reduce the emails you get on your return because they (hopefully) won’t be chasing for routine status reports.

6. Set your out of office autoresponder message

Set up an out of office email response message letting people know that you are away from your desk. You can automate it to go to internal recipients and then set a different one for external senders as well, if you’d like to tailor your responses.

Here’s an example of a bad out of office message:

I’m on annual leave until Friday. I’ll pick up your email on my return.

This doesn’t give the recipient any useful information because they cannot be sure which Friday you are talking about. And if they have an urgent query, they’ve now drawn a blank as you’ve given them no alternative contacts.

Autoresponder email template

This is a better email template:

I’m on annual leave until Friday 24 July. I won’t be accessing my email during this time. If your question is urgent, please contact:Project Alpha: John Smith (telephone number xxx, email xxx@zzz.com)
Queries about invoices: Accounts Payable team (call xxx and choose option 3)
Other enquiries: Emma Jones (telephone number xxx, email xxx@zzz.com)

I’ll respond on my return.

List the contacts for each of your projects or major areas of responsibility if you have them (if you don’t, just stick your deputy on the list). Check with each person that you name that they are happy to cover for you while you are away.

Think about whether you want this list of internal contacts to go to external senders. The amount of spam emails I get, I wouldn’t want my colleagues’ names to end up on sales people’s mailing lists. So consider having  a different message for external senders.

It’s tricky responding to queries when someone you have never heard of before calls you up with a question about a project you know nothing about (that has happened to me). If in doubt, put your manager as your out of office contact as he or she should be able to direct enquirers to the right person on your behalf.

7. Update your voicemail message

Remember to update your voicemail message as well.

If you are out of the office for a day or so then it probably isn’t worth it unless you get a lot of calls a day. If you are away for a week then it’s polite to let callers know that you won’t be returning their calls for a while.

8. Tie up loose ends

Don’t leave your colleagues with admin to finish off. The point of a handover is not to get someone else to do your boring work.

Spend a bit of time sorting out your inbox, delivering on your promises and tidying up your workload so you aren’t leaving (or coming back to) a massive mess.

Write a to do list of things that are essential for when you come back, so you don’t spend your first day back in the office wondering what on earth you were working on before you left.

9. Plan for a handover back when you return

Schedule time in your diary for your return so that you can pick the project up from the person who was looking after it for you. Don’t assume nothing has happened. You never know what they might have dealt with or done while you were away.

Also:

  • Turn off your autoresponder email
  • Update your voicemail to your standard message
  • Book time with your team members so you can catch up on their work progress.

Personally I’m not particularly good at switching off on holiday so I would have checked all my emails anyway and kept up to date in a passive way through that. But I don’t advocate that: I think holiday time should be for holidays and when you come back you’ll normally have a huge pile of messages to go through.

Make sure that you talk to your cover person as soon as you can so that you get the context for any of those messages that relate to the project.

10. Go on holiday and don’t look back

Honestly.

You’ll be more refreshed. Things are in good hands. And even if they aren’t, I promise you can sort it all out when you get back. The world will not end.

If you want to think about work people, do it in the context of buying holiday treats for the team and bring back some local sweets or something. It’s always nice to thank the people that helped you while you were off.

Go.

These steps should help you feel more confident about leaving your projects for any length of time.

A shorter version of this article first appeared on the PMO Perspectives blog.

Pin for later reading:

10 simple ways to prepare for vacation at work

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About Elizabeth Harrin

Elizabeth HarrinElizabeth Harrin FAPM is a professional project manager and award-winning blogger behind A Girl's Guide To Project Management. She's passionate about demystifying project management and making tools and techniques work in the real world. She's also the author of several books including the PMI bestseller, Collaboration Tools for Project Managers.
Elizabeth lives in the UK with her family. She uses her organisation and project management skills at home, and also to help other bloggers at Totally Organised Blogging.

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