Countdown To The Holidays-How to Minimize Stress Series

COUNTDOWN TO THE HOLIDAYS

October—It’s all about the lists

This month it is all about the lists and getting answers you need to make the Holidays happen. The foundation of any good Holiday season is an accurate list. I’ve listed what has helped me for 25+ years, things you may want to consider to have your lists rocking and rolling. And yes, you don’t need one more thing to do, but if your lists are clear it’s a lot easier to get extra help and delegate what needs to be done.

Screen Shot 2014-10-31 at 4.50.25 PM Gift Master Database-Assistants Holy Grail

What comprises the list categories? The key is to make this a quick reference for years to come. Your list should contain:

  • First and last names
  • Category for relationship (vendor, family, staff)
  • Gift decision (or card only) this year/last year
  • Who is buying the gift (you or your boss)?
  • Gift card message
  • Shipping or hand-delivery?

Remember, you need these answers for every gift you give.

Who’s on the list?

  • Family/Significant Others– (This year–did someone have a baby, get married, die or divorce?) Make all changes before giving the list to your employer
  • Work Related Folks—Make sure you have a crew list or project lists of those who your boss worked with this year and ask, “Who do you want to add from that list?”
  • House Staff—Housekeeper, Butler, Nanny, Driver, Chef, etc, etc…
  • Vendors (home and office) make sure to give your boss a list of those who regularly service their home and office—mail person, water delivery, gardeners, handyman, pond, pool man, newspaper guy, etc. These are people that are not staff, but are outside vendors who service the house/office regularly. Will they get a gift card? A check? A greeting card? What amount? Does your boss lunch at regular restaurants? Does the Maître ‘D get a holiday tip? Your go-to Starbucks employee? You might get a little crazy here but a comprehensive list is best and your boss can always delete them. Hopefully, they will appreciate you bringing people to their attention since this is the time of the year the real ballers show their gratitude for the special service they’ve been getting all year, and want to continue to get.
  • Offices—Don’t forget the office personnel where your boss frequents: Doctors, lawyers, PR firms, accountants, and the assistants you deal with regularly? A group gift sends a message that is appreciated all year long.

Greeting Card Master Database

It is usually safe to assume if they are on your boss’ gift list, they will want to send them a card. My clients usually have two card lists—1) Business holiday card and, 2) Personal holiday card. Make sure you are clear on which one for each person on their list.

But wait, there’s more!

  • Make sure the addresses are correct and current
  • How formal does your boss go? Mr. & Mrs. or just first and last names? (If first names, find out significant other’s proper names now).
  • Determine: card design; greeting sentiment; hand-signing or printing?
  • Who is printing the card? What is their turnaround time? (Card should go out the 1st week of December.)
  • Is it a photo card? Make the appt. for the photos shoot now.
  • Buy the stamps and laser labels and possibly get the envelopes early from the printer so you can start addressing them. Make sure you’re clear on the return address you’re using on the envelopes-home or office?
  • And if you’re using Paperless Post or similar online service, get those emails now.

And stay tuned for November’s blog next week—It’s all about the gifts!

The Season of Lists, Lists and More Lists

‘Tis the season my friends for all those constantly updated annual lists to come into play. Frankly, by now you should be at least halfway through the gift buying cycle for everyone on your employer’s gift list, holidays cards should be at the printer, and final lists approved. And if you’re not yet kicked into high gear just wait until Monday! Right after the Thanksgiving holiday is when everyone gets the wake up call that they better get busy.

Back around September all these lists were dusted off, given to the employer for approval and gift decisions. Additions and deletions were made and depending on your employer, you may have made the gift buying suggestions, be the buyer yourself and some of you may have a gift buyer or personal shopper make a presentation and the gifts will be handled by them. (You lucky ducks!)  I used to be personally responsible for 300 personal gifts and another 200 corporate gifts in addition to my regular monthly responsibilities. I hated the holidays. And now, to the utter dismay of my teenage daughter, I can honestly say I loathe the mall, and see shopping in Beverly Hills as a sentence worst than the plague. But I digress.

Here are the lists I keep which I do update throughout the year.

Suggested Additions List

           This is the list we start out with of who has come into my employers life the past year that may go onto any of the lists below. Maybe the past year they were in construction and have a contractor or subcontractor to add, have a new employee, someone in the family has a new baby, or if they are in the movie industry, they have a new movie family depending on which project(s) they are working on at that time.

 Christmas Gift List

This is a database that lists the names, relationships (vendor, family, friend), level of gift designated (small, med, large), card message, method of delivery (local or shipping, hand deliver or runner), what was given the years prior and who is handling the purchase.

Christmas Gift List for the Gift Buyer

The same as above but additions are updated (in red) with the date of the change, has addresses and phone numbers (for deliveries), and the method of delivery is important so they know if they are gift wrapping for shipping or hand delivery, shows the date I want the gifts received, and after the holidays lists the final costs of each gift including delivery (for tax purposes later).

 Christmas Card List (Personal)

This database contains the name, address, relationship and if they will also receive a gift or donation to a charity on the recipient’s behalf. Usually everyone on the Christmas gift list is on one of the holiday card lists. (Note on card lists: if your printer is busy to get to the fancy 4-color card you’re printing, try to get the envelopes printed in advance so you can start addressing. Usually they always have a press running black ink. Back in the day a calligrapher had to have them weeks in advance. Now we label or laser print them but the sooner the better. Stuffing is the easy part.)

 Christmas Card List (Business)

This database contains the name, address, relationship and each will usually receive a gift card inserted in their holiday card letting them know a donation has been made to a charity on their behalf.

Employee Bonus Lists (coordinate getting the checks w/the gifts and cards)

This lists the employee, relationship and amount they will receive as a bonus (at least amount equal to one weeks salary), and what they received years prior.

So you can see, the gift season is ongoing and really begins long before September. For example, the charity has to be picked, charity cards designed and printed, monetary amount designated to donate, photos taken for personal holiday cards, addresses accurate, calls made to find out who is in town and who isn’t, corporate and office gifts that are perishable coordinated for delivery a week before their holiday closure, and we aren’t even talking about the personal gift buying yet!

The most important gifts you will buy will be for your employer’s immediate family and the people your employer works for. I recommend paying attention to the gifts your employer gives for birthdays (the monthly birthday list will be discussed in a later blog) as well as honing a taste for what the individuals close to them like. If you don’t know them personally, they have an assistant who can clue you into if they collect anything, have a favorite artist, author, wine, etc. Successful gift buying is your ability to pay attention to what people like and not what you want to give. (Gift buying blog to come.)

One thing I can recommend now that I have a little distance between myself and being on the exhausting front lines of the season is to enjoy the ambiance. As much as I don’t like Beverly Hills, even I must admit, there is such beautiful scenery and spirit in Beverly Hills and in all the shopping outlets that is not there at any other time of the year–trust me it isn’t! The holiday music is playing, the air is crisp, the retail people seem nicer, and the decorations are bright, sparkling and inviting.  Like everything else in life, stop, take a breath and appreciate it.