Ready to Wrap Up the Year? Step into Christmas with Confidence.

Katie Beuzeville
Nov 7, 2024
2 min read

As we draw closer to the holiday season, it’s time to reflect on the year we’ve navigated and to set ourselves up for a well-deserved break. Preparing for the Christmas closure now means you can truly enjoy the festivities, knowing everything is in place.

Here’s a simple checklist to guide you through these last important steps. Together, we can make sure your business flows seamlessly right into the New Year!

#1 - Decide Your Holiday Closure Dates

Confirm the dates you’ll close for Christmas and New Year.
Notify your clients, suppliers, and team of your holiday schedule.

#2 - Budget for Christmas Expenses

Consider any Christmas gifts for clients or bonuses for your team.
Check that essential bills are covered to avoid any surprises during the closure period.

#3 - Plan & Automate Communications

Social Media Presence: Pre-schedule posts to keep your brand visible while you’re on break.
Newsletters: Prepare and schedule any end-of-year or New Year emails.
Automated Payments: Set up direct debits or scheduled payments so you’re not caught off guard.

#4 - Reflect & Set Goals for the New Year

Take time to review the year’s progress and outline your goals for 2025.
Set a roadmap to guide your business in achieving these goals.

#5 - Evaluate Your Financial Position

With six months until the next financial year, assess your budget and financial goals.
Ensure you’re on track to meet your targets or make adjustments as needed.

#6 - Settle Any Unpaid Bills & Forward Plan

Pay outstanding invoices and plan for any recurring payments scheduled over the holiday.
Let your clients know about your holiday hours to avoid any service interruptions.

#7 - Plan Team Coverage (If Applicable)

Coordinate with your team to ensure key tasks are covered, if necessary, during the break.

#8 - Organise & Automate Your Inbox

Set up email automation and sorting rules to organise incoming messages while you’re away.
This way, everything will be sorted and ready for you to jump back in smoothly up on your return.

Here’s to a restful break, a joyful holiday, and a bright 2025 ahead!

With these steps in place, you’re on your way to a holiday that’s as stress-free as possible and a New Year that begins with intention. Remember, you don’t have to tackle this all on your own—reach out if you need a hand putting any of these pieces in place or if you’d like some extra support to kickstart the New Year with confidence.