Q: I need to schedule some orthopedic surgery and want to make it as undisruptive as possible for my co-workers. It's not an emergency, so I do have some latitude on the timing. What steps do you suggest?
Janelle, 52, director of benefits
A: Obviously put your health first, and then work with others to set up a solid plan.
First of all, what's the time frame for surgery? How far out is the latest date you would want to have it? What is the post-surgery process? Think about the amount of time you will be unable to work at all, as well as limits on mobility that could affect your ability to do your job.
Once you know that, look at your work calendar to determine when known peaks or lulls may occur. For example you may be involved in your company's open enrollment period, so you would want to work around that if you can.
As your next step, think through a detailed plan. List all of the work items that will need to be delegated, the communications that will need to go out and the unpredictable events that tend to occur during your workdays.
Then have proposed solutions for all of these needs. This includes items that you can do in advance and have ready when needed. Also consider ways that this can be developmental for team members, not just more work. Or if you are a one-person team, identify ideas that can spread some of the work across to your peers.
At this point, bring your boss into the conversation. Let them know the situation, and lay out your view of the needs that will be created by your absence, as well as the solutions you suggest. Every boss appreciates a team member who offers solutions and not just problems. Then work together to put together a fleshed out plan for covering during your absence.
