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Get
Organized: Organizing Tips to Improve Your Productivity
- 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.
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