Episode Transcript
[00:00:00] Welcome to another episode of Financial Snickens. I'm your host, Alisa McCabe. And today I'm going to be talking about how did my two weeks off go? So in another podcast, I had told you that I was going away to Japan for two weeks. And for those two weeks, I was going to get my team to take over. So now I'm sure you're wondering I'm back and really, you know, have gotten through my jet lag.
And I'm sure you're wondering how did it all go? So first of all, um, you know, I, I took a lot of time before I left to allow my team to see what I do, record different things, and then provide them with an outline and, and a formula to follow. So it was really good. I have a phenomenal team. So what went right?[00:01:00]
Thankfully, a lot. So my two, um, lead employees, they're my managers. They have been with me for a really long time. So I was able to, uh, you know, allow them to make decisions. And sometimes they make better decisions on things because they're objective on them. Um. The thing that I really, um, thought was great is that, that a client needed some additional work while I was away.
My chief of staff, who's one of my lead managers, came in and the, the person working on it was like, Oh, should we wait until Elisa comes back? And she was like, no, let's just get it done. And I was like, yes. So it was. You know her taking over and and really giving direction that I would give like don't wait get it started And then she also offered assistance, which is what I would do She said get started and if you need [00:02:00] help, I'm here we can look through it together That was awesome.
Okay. So what didn't go right? Look, we work with small businesses. There's always something that comes up that needs help. We're a small business too. So there's always something that's going to happen that requires additional assistance. So the one thing that didn't go quite right was It was too much on one person.
For some reason, my team really focused on my chief of staff and going to her for. Any issues or questions or help with anything. And so it was, it was telling for me that, you know, this is someone that they trust, but maybe also we need
to like rework our accountability chart and share it with the team to show them that they can actually go to both people and maybe what, what can they do?
[00:03:00] Where can they, when they, what issue do they run into? And who can they go to when they run into that particular type of issue. So it gave us some ideas. And so, you know, are we going to change the process? You know, so it'll work better in the future? Absolutely. So we're going to go back and look at what went well and what didn't.
I can't have someone on my team getting burnout while I'm away. That. Is not a good process, and it doesn't make me want to go away because I don't want to have anyone on my team suffer like that. So, again, we're going to go through the organizational chart. We're going to see who's accountable for what, and then share it with the team and make sure that they know who they can go to.
And, and anytime there's any confusion with something, they can refer back to this chart and see who they can go to for [00:04:00] different problems. And look, going away from your firm is not easy. And. It is, it takes a lot of planning. It takes a lot of writing down processes and it also is, can be a burden on your team.
But if you do it right, it's not a burden to anyone. It might be some additional work for a short period of time, but it empowers them to do great work while you're away. And also it allows you as the business owner. To disconnect, to recharge, and to come back and get ready to jump in for the work that you love doing.
And it gives you fresh insights on what to do. So take that time away. It is incredibly valuable to your team because you figure out what falls through the cracks and it recharges your battery. So head over to my website, first [00:05:00] steps, financial. com. And let's talk about going away because it's incredibly valuable.
And I loved it. And I am proof that you can do it looking forward to talking to you more about it.
