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Tips for Taking a Sabbatical

Photo by Brendan Church on Unsplash

Last week I wrote about what I accomplished during my sabbatical. I have also had some people ask how I was able to take the time off, as six weeks, or even four weeks, is a sizeable time commitment as well as lost income. So I want to cover some of those questions today, as I believe that a sabbatical is achievable with the right planning.

Setting a Date

Although I had been thinking about a sabbatical for probably over a year, I finally made the decision in early October of 2018. But I did not immediately stop work, mostly because I still had projects scheduled into December. So, I decided to start my sabbatical in January, when my schedule was clear. It was also nice that January coincided with the new year, and having a couple of months until my sabbatical started also gave me time to plan how I wanted to use that time.

What actually happened was that due to a couple of unforeseen circumstances, December was far busier than I anticipated and a few projects had to be pushed into January. This wasn’t too much of a problem because I simply pushed back the end date of my sabbatical, but it would have been nice to start on time. Next time I will be more watchful for potential scheduling issues.

Money Matters

This seems to be the question at the top of everyone’s mind: how were you able to afford to take the time off? I have to admit I did not put a lot of thought into the finances. My wife and I are fortunate to not have significant debt or a mortgage, and when I checked our bank account I saw that we had enough money to cover expenses for a couple of months without an income. 

If cash flow is an issue, I think a sabbatical is still possible with a savings plan in the months leading up to it. To paraphrase Michael Hyatt, from whom I got the inspiration for a sabbatical,  “What do I need to do in order to make this possible?” Framed this way, options can start coming to mind. 

Will My Clients Leave Me?

One fear I had to confront, which I think can be common among freelancers, is the fear that I will lose clients because I am not available. Personally, I have come to believe that this is a fallacy if you are an established freelancer with a good reputation. If clients want to work with you, they will come back when you are ready.

The other side of this fear is learning to become comfortable with missing out on work opportunities. This was surprisingly difficult because my default is to say yes, if my schedule is open and especially if it is a repeat client. There were a number of times when I had to remind myself that my calendar was actually full because I had a prior commitment to myself. 

During this sabbatical, I was not sure if I should tell my clients the reason I was unavailable. In the end, I did tell two of my clients and I was pleasantly surprised at how supportive they were. For other clients, I simply said that my schedule was already full and told them when I would be available again. I still ended up with a few projects booked for after my sabbatical, so my relationships with my clients seem to be alright.

Plan and Anticipate the Benefits

In the months leading up to my sabbatical, I created a list of possible goals and tasks that I wanted to accomplish. When I actually started my sabbatical, I then edited the list into a workable plan. While the sabbatical should not become another chore, I think spending a bit of time thinking through why you are making the time and how to achieve the benefits you are looking for will help make the sabbatical a more enjoyable and satisfying experience, even if the plan is simply to spend four weeks at the beach to unwind. Keeping the benefits in mind will also help with saying no to projects or with sticking to the financial planning to make the sabbatical possible.

In the end, for me, the sabbatical was definitely worth the planning and the temporary lack of income. I am already thinking of doing it again.

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