How to Negotiate For a Sabbatical in 2017 (with free how-to-ask templates)

There are countless benefits to taking a sabbatical, and an increasing body of evidence suggests that people should take them, and employers should encourage them. But knowing you should take one, and actually taking the steps to make it happen, are two very different things.

Building off our popular 2015 and 2016 “How to ask for a sabbatical” guides, this new and improved guide shares 8 steps to help you ask for a sabbatical in 2017 so you can take the time off to achieve your personal and professional goals — even if your company doesn’t have a formal sabbatical program.

Step 1: Write Down Why Your Sabbatical Will Help You AND Your Company

First things first, there is a big difference between quitting your job and taking a sabbatical. If you can prove to your employer that time off isn’t just an escape, but that it will actually help you get ahead, then you can get time away without losing your position. Here are some reasons that your company might agree with:

1. Decompress, relax, and return rejuvenated to be a more engaged and productive
2. Gain international experience in an area of strategic interest
3. Build innovation and problem-solving experience
4. Learn and practice specific technical skills
5. Develop new ideas – research proves it

From Forbes:

Overall, the team’s results suggest that sabbaticals really do provide a strong return on investment, not only for those leaving but for the company sending them away. Sabbatical leave promotes well-being, decreases stress, and provides opportunities to acquire new knowledge and skills. This is exactly what the business leaders who offer corporate sabbaticals have found.

By writing it down you’ll have a document that helps you center your thoughts, and that you can share with others who you’ll need to convince to let you take a sabbatical.

Step 2: Set a Goal Date for Taking a Sabbatical and Tell Your Friends

People who write down their goals are more likely to achieve them. So write your target date down and tell your friends. Make sure it’s in an obvious place, like on your fridge or on your calendar. By telling your friends, you’ll also build an informal accountability and support circle.

Step 3: Determine What You Will Do on Your Sabbatical

Before asking for a sabbatical from your boss, it’s best to explain what you’ll actually be doing, and how it will help you achieve the goal you listed in step 1. “Doing nothing” is less likely to earn you a sabbatical, however engaging in learning and/or skill development will help build your case. As a couple examples:

• Don’t just “travel” – instead, immerse yourself in a new geography and learn a new language. Share this with your employer who might have an economic interest in having staff with an in-depth understanding a geography
• Don’t just “see the world” – instead, try Experteering.
• Don’t have a “Stay-cation” – instead, try developing a new skill. Request time off to develop technical competency or achieve a professional certification, even if it’s done in a very time capacity, justifying your time away to develop skills is a much easier sell.
• Don’t “do nothing” – instead, engage in mindfulness and/or other body practice. This will help you better manage your emotions and make you a more effective leader when you return.

Need inspiration? Look for relevant stories of people (like Alonna or Nicole) that have taken a sabbatical, and show how this experience helped them. Now is also a great time to watch Stegan Sagmeister’s talk about The Power of Time Off

Step 4: Document How Your Sabbatical Will Help YOU and YOUR COMPANY

Ultimately, your company will be most likely to grant you a sabbatical if it believes the outcomes of it will positively affect both of you. By writing down what you hope to do, and how it will also help the company, you will build a strong case to take a sabbatical. Here are some things to consider before writing your ideas down:

These compelling articles in BBC,  YourSabbatical, Investopedia, Forbes, Fortune, SHRM, and Personnel Today can help you further articulate the benefits your employer.

Step 5: Find Someone at Your Company to Support Your Request

Don’t go at this alone. Whether it’s your mentor, coach, associate, or HR team member, find someone that you can discuss your plan with, and who can help you refine your approach in asking for a sabbatical. If nothing else, this person might end up as an accountability partner to help you make the ask and stick to your goals.

Need help? Try sending this email to your Mentor (don’t have a mentor, find one now!)

You can also, confidentially, go to your human resources department. Here’s how you can set it up.

Step 6: Ask Your Manager for a Sabbatical

There is no right or wrong way to ask your manager, but here is a process you should follow:

1. Have something to build on top of: Namely that you have had previous conversations about your personal and professional development.
2. Begin with the end mind: Focus on the impact you will make after returning, not just what you will do while away. Reference the suggestions here about things you can do throughout your experience and when you get back.
3. Setup a meeting with your manager: Follow the email templates towards the bottom of this other post as a guide.
4. Prepare resources to share with your manager: Provide data about the benefits of a sabbatical on an easy-to-read one-pager, along with your personal goals and desired action. YourSabbatical has lots on this.
5. Follow-up on your meeting: Send a follow-up email after your meeting. Here is an email template.
6. Sell, sell, sell: It’s unlikely that your first conversation will result in an approval. Set up more meetings, find other champions in the company, and be persistent – To sell is human!

Here’s a sample email to set up your meeting

Here’s a sample email to follow-up on your meeting

Step 7: Go On Your Sabbatical

Go on your own or with a partner. Take lots of pictures. Document your experience. If you do something related to volunteering, work, or learning, create a portfolio (aka case study) of your work that you can show others when you return.

Step 8: Reflect and Report on the Benefits of Your Sabbatical

After completing your sabbatical, take a moment to recognize that you might have reverse-cultural shock. Here’s how you can deal with it.

To further help with your return – and to prove to the company it was worth the investment – make sure to share your story with the following:

• Yourself: Reflecting on your experience is proven to help make you happier and remember it more fondly.
• Your team: Work with your manager to schedule a “lunch-and-learn”. Use your experience as a spark to discuss new ideas in your team.
• Your company’s HR team: Send them an update letting them know the work you did, how the company helped you do it, and express gratitude for the time off. Encourage them to use your story and pictures in recruiting collateral.
• Your company’s marketing team: Showing pictures of the work you did and stories from the field can be an asset for cause-marketing initiatives.
• Your company’s CSR team: Let them know the hours you spent and the work you accomplished.

In Summary

It’s not easy to ask for time off, but doing so has massive potential to help you and your company. So in 2016, I hope you’ll follow these simple steps to get started on the path to taking that sabbatical you’ve always dreamed of.

And if you have questions or a great story, I’d love to hear about it: @markhoroszowski