You have invested so much time and energy into your business, wouldn’t it be great to be able to sit down to an organized work space? If you are looking for some quick tips on how to feel more organized and less overwhelmed in your business, these tips will help you get started.
5 Tips to Organize Your Business
- Folders – In your email and on your desktop. If you are in the service industry create folders for each client and even sub-folders for different categories. If you are product based, create a folder for each product. For your own business I recommend a folder for images (broken down into sub-categories, ie. blog photos, ads, etc.), resources, webinars, etc.
- Calendar – Create one master calendar that keeps important business & personal meetings, events, appointments, etc. I recommend using Google Calendar (can create multiple calendars and view in one). Google Calendar sinks with iCal if you are an iPhone user. It is a time saver to have a clear look at all aspects of your day in one location.
- Bookkeeping – If you are going to invest anywhere in your business, this is the place. An accountant and/or bookkeeping software are a necessity. It is also important that you spend the time to accurately track your income and expenses, as well as take care of your taxes in a timely manner. Spending time now will save you time and a huge headache later.
- To-Do List – If you follow me on Periscope you have heard me say multiple times, create a master to-do list. Write down all the items you need to do and would like to do in one location. When you get the items out of your head and on paper, it allows you to get out of the overwhelm. Start attacking the list based on priority. Please note, this is a list that you will find yourself re-writing as things get added and crossed off. Bonus tip: Keep a second to-do list for the day, start it at the end of the day for the next day. When you sit down at your desk you will know exactly where to start.
- Master Documents/Logs – Keeping spreadsheets is a great tool to organize your business. Some key items to track: passwords, blog posts, evergreen social media status updates, social media stats/insights, marketing ideas, strategies, ads, etc. Create a folder on your desktop labeled Master Logs to store them. Make a habit of adding to your spreadsheets regularly or set time aside (on your calendar) once a month to update.
Taking the time to implement these five tips will help you feel more organized and ready to tackle the next item on that master to-do list.
Do you have any organization tips or tricks you use? I would love to hear, share in the comments below!
