Entrepreneurs are busy people. In the midst of their hustle and bustle, getting organized is often at the bottom of their list. They are attacked by their paperwork, versus making the decision to ATTACK IT! Finally, one day, they start mixing up their appointments, spend too much time looking for that most important peice of information, and after tearing their hair out in clumps, they admit defeat: "I've got to get ORGANIZED!"
Fear not, downtrodden soul! I have made plenty of mistakes trying to get organized, and I have to come share with you what not to do, and what to do, so that you will have plenty of getting organized tips to add to your efficiency list this week.
Don't neglect taking the time to get organized in the first place. This is me! I always feel as though there is something more important or more urgent to do. Instead of taking the first important step: sorting all the information on and in my desk, wallet, pockets, etc., I have tended to do anything but take the time to actually sort through my papers, form important categories, and set up important categories so that I can retrieve these papers quickly and easily.
Lately, quest one of my 2009 resolutions of getting organized, I have been reading Julie Morgenstern's bestseller, Organizing from the Inside Out; Sorting is the first order of business. Here are some sample categories you can create to bring order out of chaos:
Fear not, downtrodden soul! I have made plenty of mistakes trying to get organized, and I have to come share with you what not to do, and what to do, so that you will have plenty of getting organized tips to add to your efficiency list this week.
Don't neglect taking the time to get organized in the first place. This is me! I always feel as though there is something more important or more urgent to do. Instead of taking the first important step: sorting all the information on and in my desk, wallet, pockets, etc., I have tended to do anything but take the time to actually sort through my papers, form important categories, and set up important categories so that I can retrieve these papers quickly and easily.
Lately, quest one of my 2009 resolutions of getting organized, I have been reading Julie Morgenstern's bestseller, Organizing from the Inside Out; Sorting is the first order of business. Here are some sample categories you can create to bring order out of chaos:
- Client Files: Each client gets his/her own file. If you have subcategories, you can use color or tab position to indicate the difference between the main client file and the subfiles. Subcategories can include: 'Contracts,' 'Invoices,' 'Work Product,' 'Correspondence.'
- Prospect Files: Keep clients and prospects together. After all, you are planning for those prospects to turn into clients, right?! Julie Morgenstern sorts clients versus prospects by tab position: clients have a left tab position, prospects a right tab position. When a prospect becomes a client, invert the folder, turn the tab around, and there is your new client file!
- Subject Files: include articles, clippings, notes, observations keeping you up to date on your area of expertise. You may want to use this information for a speech, to share with colleagues as part of networking, or for a proposal.
- "Spark" Files: may include sample brochures, mailing and marketing pieces, and forms from others in business. By studying your 'competition,' and organizing this information, you get your creative juices flowing for ideas for your own business.
- Cash Receipts: An idea here is to have a shoe box or other fancy box that you may come up with. Keep 52 envelopes, one for every week of the year. Put all deductible receipts for your business each week into the envelope for that week. At the end of the week, categorize and total the receipts on the outside of the envelope, and you will have a record of tax deductible expenses, safely stored, which can then be quickly recorded at tax time.
- Notes from Seminars and Courses. Learn and organize at the same time. Go through the course or seminar material, try to condense the main points onto one sheet of paper, and place it in a three-ring binder called "Golden Nuggets." You can keep this folder near you so that you can review these critical ideas daily, or more often if needed.
- Business Ideas. You may have serendipity ideas that strike at any moment, either for a new business, or for your current business. Create a business ideas section for your filing system. You can then add and expand on these ideas at any time.
You will decide that enough is enough! You are sick and tired of being sick and tired. Rather than being attacked by your paperwork, you are going to ATTACK your paperwork by setting aside 15 minutes to start sorting through your papers! Realistically, it will take between 16 and 18 hours total if you have the average entrepeneur's pile of paperwork, but it is best to start small, and keep attacking. You have my promise that I'm going to take my 15 minutes this week and start ATTACKING my paperwork :)
Second, you will not get overwhelmed by all the paperwork, so that you give up and go back to being attacked. As you start attacking your paperwork, refer back to the above categories to sort your paperwork into manageable categories, and to file it into the appropriate sections.
I hope you've enjoyed these getting organized tips. Now go out there and start getting organized!
Sorry, folks, I only got to the first step of my getting organized tips. I have not even covered purging, assigning a home, containerizing, and equalizing. But we can get to that next week!
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