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Managing: Get Organized Right Now
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Organize to Maximize Your Focus on People Not Paper or Electronic Files

woman_mentor_casualIt’s Still January. Take four hours today for these four get organized actions.

You’ll feel more relaxed, more focused and ready to conquer the day.

1. Update Your Active Files. We are not a paperless society, just yet. Create color-coded files and label them. These are the active files you want quick access to on a routine basis. For example, leads, training, marketing plan, business plan

2. Create Master Folders on Your Hard drive. Organize your major business categories: Planning, Marketing, Finance, Sales, Clients and keep all files in a folder. If you have a client folder, keep all documents related to that client in that specific folder.

2. Create Email Folders & Organize Messsages. There are two schools of thought. One is no folders, just use the search function to find email messages. Yes, it works, but what a long list of email messages. If that bothers you, then create working folders that make sense for your business. For example, prospects, partners, clients, media, mentors and CPA. If your main interaction is by categories of people this can be an effective folder system.

3. Update Your Electoronic Contacts List. Don’t just hold onto business cards. Log them into whatever contact management system you use, so you can access the data quickly and easily. Note: you can always use a card scanner or hire a temp to handle the data entry for you.

-Christine Banning, SCORE
  View more posts by Christine

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For 50 years, SCORE has helped aspiring and current small business owners achieve their dreams. Through a network of over 11,000 volunteer business mentors in 340+ chapters across the country, SCORE connects decades of business experience and knowledge with those who can best use it.
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