Episode Details
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#345 // Sunday Skool “Getting On The Front Foot For The Back End Of The Year” ft Cam + Joey
Description
Today Cam + Joey take us through how to best plan for the busy / holiday season ahead.
In this episode:
- Forecasting labour + materials for December
- Planning + creating options for January by moving jobs back
- Organising key items + dates (Christmas party, annual leave, staff coverage over break, final day of invoicing, return to work, notifying key customers (if needed), wholesaler closures, last day on site)
- Checking the cash position (ie no / little money coming in, lots still coming out)
- Secure + lock down / remove equipment + tools from site
- Re-stock vehicles + return to warehouse if needed
- Pre prep payroll and schedule transfers
Let’s get on the front for the back end of the year!
Much love x
Summary
In this episode, Cam and Joey discuss how tradespeople can effectively plan for December and January to ensure a prosperous and stress-free holiday season. They cover key dates, staffing, holiday planning, invoicing, and maintaining cash flow, providing practical tips to start the new year strong.
Keywords
trade business, holiday planning, December January, invoicing, staffing, cash flow, business tips, end of year, new year planning
Key Topics
- December holiday schedule and key dates
- Staffing and leave planning for the holiday season
- Scheduling and forecasting work in December and January
- Managing cash flow and invoicing before the holidays
- Planning Christmas parties and team celebrations
- On-call and emergency coverage during holidays
- Preparing your tools, vehicles, and site security for the break
- Communicating with clients and suppliers about holiday schedules
- Maximizing work opportunities during the holiday period
- Starting the new year with organized finances and work schedules
Takeaways
- Plan your last working day before Christmas and your return date in advance.
- Book your Christmas party early and consider partner-friendly options.
- Communicate holiday schedules and on-call arrangements with your team.
- Forecast work and fill December with projects to avoid last-minute stress.
- Ensure all invoices are sent before Christmas to maintain cash flow.
- Secure and lock down tools, equipment, and site assets during the break.
- Prearrange payroll and supplier payments to avoid issues over the holidays.
- Be aware of public holidays and reduced hours at suppliers.
- Use the holiday period to clean and organize your workspace and vehicles.
- Start January with a full schedule and organized finances.
Sound Bites
- "Understanding December's schedule is crucial."
- "Book your Christmas party early to secure your spot."
- "Plan ahead to start January on a strong footing."
Chapters
00:00
Introduction and episode overview
02:45
Understanding December's schedule and key dates
06:09
Forecasting work and managing client expectations
08:39
Planning Christmas parties and team celebrations
12:01
Setting leave dates and holiday shutdowns
14:19
On-call coverage and emergency planning over Christmas
17:17
Final workday and return date planning
18:27
Checking wholesaler hours and material availability
20:22
Managing workload and overflow work in December
24:37
Final invoicing and cash flow considerations
28:09
Customer communication and holiday notifications
29:41
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