6R Retail

12 point Christmas Holiday Checklist for Business

- Posted: December 3rd, 2019

Updated 3 December 2019

What do you think when someone mentions Christmas & summer holidays? My mind goes to lazy days spent at the beach, BBQs, warm balmy evenings that go on forever. Relaxation, a chance to recharge and reconnect. Then you remember you are a business owner, you have the lead up to Christmas to get through first, and that ‘ can almost taste summer’ feeling quickly evaporates.
But it needn’t be the case if you start preparing early enough. It is easy to get caught up in overwhelm but like all things;

The way to get started is to quit talking and begin doing. – Walt Disney

We have put together a quick Christmas Holiday checklist to help you prepare for the “silly season”:

  1. Christmas Cards
  2. Christmas Party
  3. Marketing Plans, Goals, Strategies & Steps
  4. Schedule Blog Posts, Social Media & Newsletters
  5. Christmas Branding
  6. Christmas & New Year Promotions
  7. Review Subscriptions
  8. Review Cash Flow
  9. Review Team Cover
  10. Review Emails
  11. Let People Know
  12. Book in for Beautification

Thank you / Christmas Cards

Not only are Christmas Cards a tradition, but it is also a great way to thank your clients for their business and to let them know they are important to you. Which is also why you shouldn’t leave it to the last minute, nothing says “You’re important to me” than a Christmas Card arriving early January ☹️ Refer to Australia Post’s website for Christmas cut off times and allow for postal delays.

Christmas Party

We, humans, are social creatures, so whether you are flying solo or have a team, organising something out of work to mark the end of the year is a great way to close the year and prepare for the next one. It is easy to get caught up in the momentum of doing and not celebrate ‘the wins’ along the way, so this is a chance to celebrate all that you have achieved this year and have a bit of fun.

Organise a ‘Hack Day’

We have spoken before about hack days which you can read here.
Basically, organise a day where you can set out your Marketing plans for the new year; your business goals, the strategies & steps you need to take to achieve those goals. Then schedule, what needs to be done by when and by who. This is something that we do, and we find it, not only professionally but personally valuable.

So much so, that we have created our own 2020 A3 Calendar set out into 52 weeks broken down into the 4 quarters, so you too can map out your 2020. If you want to get your hands on it head over here. Not only will you go into the holiday season with peace of mind but you will feel invigorated to start the new year if you have a plan.

Schedule Blog Posts, Social Media and Newsletters

Thankfully these days there are many applications that enable you to schedule in advance.
Most CMS (content management systems) allow you to schedule your posts and then there are applications like CoSchedule that enable you to schedule your post to all your social media channels not only the next day but also the next month, next 3 months, 6 etc
Then there are the Hootsuite & Buffer applications that help you manage all facets of your social media activity. Ideally, you will want to schedule “evergreen” content rather than topical content.
If Pinterest is a big part of your business you can use applications like Tailwind or Viral Tag to schedule your pins. It also optimises your pinning times.
If you send regular emails to your clients then you most likely have an email marketing service such as Mailchimp, if you do, great news you can schedule your newsletters to pop into your client’s inboxes, connecting with them while you are sipping cocktails by the pool.


Does your website need a refresh for the holiday season?
Do you social media channels need a refresh, change the cover images to something more appropriate? Just remember to keep it consistent. Don’t confuse your audience by looking so different they don’t recognise you.

Promotions for Christmas

Could you use the excitement of Christmas Holidays to run a promotion, a giveaway, an event? This is an opportunity to connect with your customers and or clients, “to give something back”, don’t do it for the sake of it as there is always a lot happening for everyone at this time of year.  Perhaps scheduling in something for the new year for everyone to look forward to might be more appropriate for your business. Either way, if it is appropriate, go for it!

Review Subscriptions

The good news is in this day and age there is an app for everything. The bad news is in this day and age there is an app for everything, and generally they are on direct debit monthly subscriptions. When was the last time you reviewed them? I have no doubt that you have subscribed to a few others over the course of the year(s). Now is a good time to review them, are you doubling up? Apps are always improving, perhaps there are better ones out that do what a few of your current ones do? Perhaps it’s a great app, but you really don’t need it?  If it is not adding VALUE to your business, get rid of it! If you end up missing it then you can always come back to it- I am sure they will still take your money 🙂

Review Cash Flow

The festive season can leave you feeling a bit out of pocket.  As we are approaching halfway through the financial year, it is a good time to conduct a cash flow analysis, if there is anything that needs your attention, now is a good time to resolve it, better than waiting another 6 months. You will be in a much better headspace in 2020 if you KNOW what your finances look like.

Review Team Cover

Do you need all hands on deck over this period or can manage on skeleton staff?  Even if they haven’t put a leave form in yet, it is best to check what people’s movements will be like over the holiday period, perhaps you know someone will be working hard up until Christmas Eve, then if you don’t require them after that, give them a few days off, they will really appreciate it and come back refreshed and recharged ready to work even harder for you. Likewise, if you know they are likely to be flat out in the new year, give them some time off before, so they are ready to take all that the new year brings.

Review Emails

You don’t want return to work with a full inbox, presently, you may think while you are on holidays that you will keep an eye on your emails, but you will be surprised, holidays are fun, checking emails is not so much. Switch off and enjoy your break but before you do, review the emails you are subscribed to. Be honest with yourself, will you really read the emails when you are back in front of your computer in the new year? If the answer is yes, in outlook you can set up a rule and direct it straight into a folder for review later. If the answer is no, unsubscribe (and you can let them know the reason why some clever email applications let you unsubscribe for X period of time). You can also use Unroll me a mass unsubscribe from email lists to help with the process.

Let people know

If you are going away, it might sound obvious, but you would be surprised at how caught up you can get at this time and fail to let people know. An easy way to do this is to add it to your email signature. Also the more you tell people the more exciting it is for you and less likely you will get urgent/emergency calls or emails while you are off.

Lastly, more for yourself than your business…

Book in for Beautification

Yup, that’s right, this is a crazy busy time for your hairdresser and beautician too. Leaving straight from the office to drinks/dinner/parties happens more at this time than any other, so it is at this time more than any other that you need to bring (feel) your A-Game. Book in your appointments early to secure your spot and it will be one less thing you need to worry about! and hey, who doesn’t love the head massage at the hairdressers!? #selfcare is super important at this time too.

These are just a few ideas to get you ready for the Christmas Holiday Period, the idea is to start the new year on the right foot and enable you to “disconnect to connect” over this period. If you have some ideas that you would like to share we would love to hear them. Please share them with us on Facebook, Twitter or LinkedIn.

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