Category: Business Organizing
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The Best Way To Track Client Contact Information
Effective Client Relationship Management is one of the main things that will drive business success. There are several great CRM software packages from which to choose. There is also the option of foregoing a CRM in favor of your own system. In either case, I recommend starting with consistency, thorough documentation, and routine check ins […]
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How To Track Delays In A Project
In July, 2022, we wrote a post about tracking project tasks, here. The July post focused on tracking multiple and complex tasks within a project. This month’s blog builds on that by addressing how to track project delays. Project delays are an inevitable part of work life. Unexpected delays are one of the most common […]
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How To Organize Files for Pending Paperwork
One of my most important file folders is called ‘Waiting On.’ This file folder contains items that I cannot act upon until I get a response from someone else. For many of us, these ‘Waiting On’ items are at high risk of being forgotten or unintentionally delayed, sometimes with disastrous consequences. How do we ensure […]
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How To Create The Best Setup For A Shared Office
Creating a shared office space can be tricky, especially when office mates have different organizing styles. Below are three tried and true guidelines to increase success when working in shared workspaces. Simplify the Layout Multi-Function: If space is at a premium, opt for multi-use furniture like a long worktable that can accommodate several people. Multi-function […]
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The Best Way to Archive Files
As we’ve discussed in past blog posts, paper and electronic file systems can be divided into three parts: Active, Reference, and Archive. Active files require action. Reference files are files that have no immediate action associated with them, but that you may need in the near future. In contrast, Archive files are files you may […]
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How To Know What Papers To Keep
Most people have more paper than we know what to do with. How do we determine what we need to keep versus what can be pitched? If you haven’t already read my blog posts about File Systems and Paper Storage, I recommend reading those first. Click Here To Download The Document Retention Chart The chart […]
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The Best Way to Manage Your To-Do List
Most people alive today have way more to do than time available to do it. This is one of the reasons a well-managed To Do list is so important. Effective To Do list management enables us to: Below are 14 quick and easy tips to help you create and manage your To Do list. If […]
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Never Store These Four Things on Your Desk
With the rise of work from home, our work surfaces have become ever more important. Storage spaces & usable spaces are two different concepts. We store items we need for use later, and we use items that we need right now. Because desk space is at a premium, make sure that your desk contains only […]
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The Best Way to Control Paper Clutter Permanently
Last month, we examined how to set up a paper management system. Now, let’s discuss how to increase the odds that the system will continue to work long into the future. My spouse is like the character Pig Pen in ‘Peanuts.’ Imagine if you will a man followed not by clouds of dirt and dust, […]
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How To Set Up A Paper Management System
Maintaining an organized office requires a system. Last month, we discussed ways to organize your office using SPACE and SAVE methods. Both strategies can be utilized to organize your workspace. To maximize productivity in your office space, you’ll also need a way to manage paper. To create a custom paper management system that is effective, […]
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