Do you celebrate birthdays?
Imagine being the person who has to scramble for a last-minute cake or hunt for obscure Serbian food because someone’s birthday popped up without warning. Now multiply that by two or three birthdays a week.
That might seem manageable in a small team, but it quickly becomes unscalable as your company grows. Celebrating every birthday on the exact day sounds nice in theory—but it drains time, attention, and money.
Make birthdays scalable
Celebrating birthdays is important—it shows appreciation and builds team morale. But like any good process, it should scale as your team grows.
Here are some common approaches:
🎂 Option A – Same-day celebration
This is the classic approach: celebrate someone’s birthday on the actual day with cake or a special lunch.
Why it’s not scalable
- Hard to maintain once you have 1+ birthday per week
- Easy to forget or miss someone
- Last-minute planning stresses whoever is responsible
Use this only if:
You have a very small team (fewer than 10 people) and someone loves managing birthday logistics.
🎁 Option B – Let individuals choose how they celebrate
Some teams give the birthday person a choice—e.g. pick the Friday lunch venue, get a small gift, or have a shout-out.
Why it may/may not work
- Adds admin complexity—requires someone to follow up and remember preferences
- Not all team members enjoy making these decisions
- Still requires manual coordination
Use this if:
Your culture is very personalized and you can handle the overhead.
✅ Option C – Monthly grouped celebrations (Recommended)
Group all birthdays into a single celebration at the end of each month, ideally during something already on the calendar (e.g. Friday Free Lunch).
Why this works best
- Scales well as your team grows
- No one gets forgotten
- Easy to delegate and automate
The best way to do this is with a monthly summary email to the organizers using an automated Power Automate flow, scheduled for the last Monday of each month.
| To: | SSWFreeLunchMasters@ | | Subject: | Monthly Birthday Summary |
Hi Free Lunch Masters
The following birthdays happened this month:
- Organize a celebration with/after Free Lunch this Friday
Tip: check any dietary needs in CRM | Users | {{ PERSON }}
Name | Site | Birthday | Dietary Note |
---|---|---|---|
{{ NAME }} | {{ CITY }} | {{ DATE }} | N/A |
Note #1: This data is driven from {{ URL TO THE REPORT }}
Note #2: The people responsible are: {{ LINK TO THE CRM RESPONSIBIILITY }}
<This email is sent as per https://www.ssw.com.au/rules/celebrate-birthdays>
::: ::: good Figure: Good example – Automatically generated monthly birthday email that makes celebrations easy and scalable :::