Buddy System: Out of Office Ready

Step away from your firm with confidence in this Workflow Summer Camp session with Alisa McCabe from First Steps Financial. Learn how to build an out of office system that keeps work moving, empowers your team to make decisions, and helps your firm run smoothly while you’re away.

You’ll create a practical out of office checklist covering what to do before you leave, how to manage work during your absence, and the best way to transition back when you return. Alisa also shares how to choose the right second in command using the GWC (Get it, Want it, Capacity) framework, implement a simple decision matrix for your team, and test your systems with short disconnects before taking extended time off.

Whether you’re planning a long vacation or simply want the confidence to unplug for a day, this session gives you a practical framework for building a firm that doesn’t depend on you being available every minute.