Tag: 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 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 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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How To Prioritize When You Have So Many Tasks
Everyone alive today has more to do than time to do it in. So how to ensure that what needs to be done is, in fact, completed? And how to prioritize tasks to increase the odds that you’re working on what matters most? I recommend using a Productivity System to determine which tasks take priority. […]
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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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How To Maintain an Organized Office
Clients often ask me why their office doesn’t stay organized. My response is always the same: office organization, like any other type of organization, requires upkeep. Upkeep is described as “E” in the SPACE system. “E” stands for Equalize, which is the maintenance required to keep the system working once the organizing project is complete. […]
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How To Create Task Zones for Office Efficiency
Many articles on creating office zones focus on zone usage for many people, such as collaboration zones to brainstorm with others, quiet zones for concentration, deep work zones for important project work, and private zones for breaks & non-business tasks. Although it can be helpful to have these types of zones in a large office […]
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Office Space Planning: Where to Start
Most business owners spend a LOT of time in the office. Office spaces that are easy to navigate, designed strategically, and well set up increase the chances of worker collaboration, productivity, and business success. Below are four tips to enhance office planning and setup. Lisa Mark, C.P.O. is a productivity expert and Certified Professional Organizer. […]