Start of Summer Checklist when going OOO

Updated: Oct 18

When the Summer months come around, there’s a whole lot to look forward to. But if you’re like me, it can be hard to get out of the work mindset and into vacation mode.

Summer is here and you’re ready to enjoy the warmer weather. But before you start packing up your summer clothes and pulling out the flip flops, there are some important steps you need to take care of to ensure your business is ready for the upcoming season.

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It’s easy to get caught up in all the things we need to do before we get away. So here are a few areas you can focus on to help make the transition of seasons of rest and work much easier:

1. Check your website design. If you haven’t updated your website since last Summer, it’s time for an update! Your website should be optimized for mobile devices and have a design that works well with all screen sizes. Plus is it reflective of the type of clients you want to be attracting and have a compelling experience that’s easy to navigate? Plus an updated portfolio, case studies or testimonials?


2. Do some social media maintenance. Update your social media accounts with new content and posts that highlight what’s new and relevant with your business. Do you have branded templates to save you time and marketing spend instead of posting on the fly while you’re sipping kombucha from the patio? Add photos and videos showing off your products or services so clients can get excited about what you have to offer!


3. Update email marketing campaigns. If you haven’t sent an email marketing campaign since last season, now is a good time to do so! Start with something simple — like an announcement that covers recent changes or offer promotions during the busy months ahead — then build from there. Having templates and a professional banner will get folks excited for your email blasts time and time again!

4. Start an annual review process with your team

When was the last time you reviewed your team's goals or performance? If it has been more than a year, it's time for an annual review. It may even be great for a quarterly check-in to see what’s working to double down on some opportunities. Make sure that everyone knows what the expectations are and what they need to do in order to work towards your version of success.

5. Plan for new hires to outsource and delegate

I’m all here to keep a lean team and process. If there are projects coming up that require new hires, start planning now so that when they come on board, they will be able to hit the ground running. You don't want new contractors sitting around waiting for training while projects are getting behind schedule because they weren't ready when they started work. Want to get ahead of the season? Learn more about how to check everything off your Summer design wishlist now.


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