Get Organized: Organizing Tips to Improve Your Productivity |
949-916-8027
|
Organize
Your Business Records: Create a filing system that will track
sales, client follow-up and inventory. In addition, create and maintain
an impeccable filing system for clients and prospects that will allow
you to find what you need when you need it. Remember, your clients are
your bread and butter today and your prospects are your bread and butter
tomorrow, so excellent customer service - made possible by an excellent
record-keeping system - is imperative.
- Stick with 1 Filing System: It's
easy to find what you're looking for if you use the same filing structure
for all your files, regardless of type. This means that you should use
the same headings for files in your file cabinets, on your computer,
in your email in-box and in your Internet bookmarks directory, and stick
with a uniform system for naming documents
- Handle It Once: Strive to handle pieces of paper only once, and avoid shuffling papers from one stack to the other. Pick up a piece of paper and make a decision: Is it something you need to handle that day? If so, place it in a folder labeled "Action Item." Is it something you need to handle, but not today? If so, place it in a folder labeled "Future Action Items." Or is it something you don't need at all? If so, throw it away.
Measure
before You Shop: When purchasing files, bins and boxes to complete
your organizing project, be sure to measure your office space, shelves
and drawers before you go shopping. Bring a list of the items you need
and the precise size each item needs to be to fit your work space. This
organizational tool will save you time and money returning items that
you don't need or don't fit. Remember, everything you buy for your business
and every minute away from your business cuts into your profit, so do
your best to be cost- and time-conscious.
- Separate Business from Personal: Keep your personal projects and records separate from your business projects and records. For those who work at home, a great home office organization tip is to cut down on the "distraction factor" by setting up a completely separate space for personal projects. In addition, be sure to create separate filing systems for your business and personal records, in order to simplify things at tax season.
Judy@OrangeCountyOrganizer.com - (949) 916-8027