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How To Plan A Successful Workcation

FILED IN: Behind-the-Scenes, Education, M&G Happenings, Unboxing the Business

Posted By: Jamie Kutchman

For several years now, I have made it an absolute MUST of mine to pack up my computer (desktop, not a laptop!) and leave for a quiet retreat to allow myself time and space to think clearly and strategically.

Without constant interruptions and the day-to-day demands of running a business, I spend time in deep reflection, creative thinking, and goal setting - all while enjoying the comforts of a fluffy robe and some room service. It's in this place where my best brainstorming happens, allowing me to come back refreshed and ready to take on a New Year with a clear vision for how to proceed!

(Don't miss the Instagram Reel video that I made documenting my workcation.)

I'm excited to share some tips with you for your own workcation...

1. Splurge On A Nice Hotel

The key here is relaxation so you want to find a hotel that's as luxurious as you

can afford and equipped with opportunities for self-care and splurging.

Think: an on-site spa and room service! Even though you are there to 'work', I think you'll find that your best surges of productivity will come when you're in a total state of calm.

2. Request A Secluded Room Away From The Noise

Request a room assignment that is set far away from the elevators and ice machines. Adjoining rooms are also a big N-O! And while you may be tempted to have friends or family tag along, this trip is for YOU and your business. 

Solitude is key.

3. Recreate Your Office Setup

This isn't the time to bring your laptop if you're used to working on a desktop computer! You want to mimic your normal set-up as closely as possible. For me, this means bringing the 27" Mac and setting it up on the desk in the hotel room. (Yes, I get some stares when hauling it though the lobby but who cares, right?) 

You don't want anything interfering with your progress and having a routine that's as close to normal as possible gets you in the mindset of getting things done even if you are there to relax, too.

4. Create An Agenda

Have a plan for your business planning. I break the business down into distinct sections: sales, marketing, team, client experience, operations, and team. I then do a deep dive into each, assessing the following: 1/ what went well 2/ what needs improvement and then 3/ use the info from #1 and #2 to establish goals for the upcoming year.

When I return to the office, I have all-hands meetings with my team to work together to establish goals and because I have my list already established, I'm able to make sure everything is covered and that I'm not overlooking anything. I'm able to better listen to what everyone else is contributing to the discussion because I'm not worried that I need to think of every single thing on the spot. I already have a clear vision going into our sessions.

5. Tackle The Big Ideas

In addition to reflecting on the previous year and establishing goals for the year ahead, if there are any long-term initiatives that require reflection and concentration, these are perfect to tackle during a workcation too!

Examples of things I've worked on during workcations include creating our employee handbook, writing job descriptions for upcoming positions, establishing a content calendar for the next 12 months, fully reorganizing the business and creating an updated organizational chart, etc.

These types of projects are sadly examples of ones that have stayed on my to-do list for way too long because of the amount of distractions I have when in the office, not making it easy for me to complete initiatives like these that require a lot of focus.

Give some thought to all of those lingering items on your to-do list that move from week to week, month to month, and sometimes even year to year, and tackle those!

6. Make Time For Self-Care

Make time for self-care in between long stretches of work. Go for a massage, hit up the hotel gym, go for a walk, take a bubble bath - anything that clears your mind and keeps you in a relaxed state. This will help your thoughts flow more freely allowing you to make decisions more soundly, and yes, even the tough ones!

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