Define the limits.
Write down allowed actions, spending limits and the decisions that need approval.
BEFORE YOU TAKE A BREAK
Would Your EA
Know What
to Do?
Step away with clearer decisions.
Not more “quick questions.”
Use the Holiday Handoff Test to decide what your assistant can handle, what must wait, and when to contact you.
Handle it→Wait→Contact now
THE HOLIDAY HANDOFF TEST
Make your next
handoff clearer.
Get the 18-page workbook. Start with the decisions you want to settle before you go.
Sandbox test · sends name and email to the training workflow
Print or annotate. Not electronically fillable.
BEFORE YOU STEP AWAY
A clearer plan for the decisions ahead.
Plan the escalation.
Name contacts, response windows and backups before anything becomes urgent.
Rehearse the handoff.
Bring the rules together in one page, then test them with your covering person.
No assistant yet? Use the workbook to define future support.