Home
>
Get Organized - Organization
>
Getting Organized For The New Year - Part 1

Getting Organized For The New Year - Part 1

The following procedures will insure an organized and well run office.

1. Have a daily To Do sheet. This is made up at the end of the day. You might have items left over from the previous day, put those items first and work from there. If you make deposits on a daily basis, add them to the list. Plan to file at the end of the day or before/after lunch breaks. Doing this daily will avoid the "pile syndrome". This list should also include any marketing strategies you employ. This will insure you set time aside to implement them.

2. Have a weekly goal sheet that you review at the end of the work week and finish off any projects hanging, check supplies, make deposits, do invoicing, review the goals you set up in your business plan. This sheet will also include phone calls left to make, marketing or mailings you need to finish.

3. Your monthly goals and routines should include: making deposits, invoicing, bank statement reconciliation, mileage costs, copier costs, postage costs, and income and expenses for the month. Check your supplies and order, if necessary. Comparison of your income and expenses for the month will indicate whether or not you need to make any changes or adjustments to your marketing plan for the following month. Calendar any upcoming events. Make up new income and expense envelopes. Pull your tickle for the following month and place materials in the appropriate day. Make up your chron file for the month.

4. At six month intervals check on your competition. Are they increasing their prices? What kind of marketing are they employing? Are they offering new services?

5. Do one of the following things with each piece of paper that crosses your desk: act on it, read it, file it or toss it. Be sure you need it, before you file it.

6. Set up a mail system. Use different colored folders to categorize the mail you receive. For example, Red - you need to act on (write a letter, make a telephone call, etc.); Gray - for your information; Yellow - meetings, upcoming events; Green - minutes of other meetings, newsletters, reports, etc.; Black - flyers, advertising materials. Remember stamp the date received on all mail, and follow up as quickly as possible, if necessary. This system can be modified for those companies that do not receive a large volume of mail. This system will help staff members set up work priorities.

7. Make up a reading folder. Read or browse this material during lunch, breaks, during slow or off hours. Make up files with specific categories for those articles you want to keep as a reference. Check on these periodically (every 3 months) to see if the information is still up to date.

8. To cut down on filing and paper costs. Set up a chron filing system. A chron file contains any correspondence you have generated for a specific period of time. They are usually made up on a monthly basis. For example, label a file January Chron, and place any correspondence you generated for that month in the file. For most offices, this system avoids having to make up client files with one piece of paper in them. However, some offices keep an additional copy in the client file. Do this only if you have to.

Part 2 of this article will discuss what you will need to implement this system. For more organization and time management strategies for your business, check out our Home Business Manual at www.homebusinesssolutions.com/products/products.htm

Interested in having your own successful, home based creative real estate investing business? Chuck and Sue have been helping folks start successful home based businesses for over 19 years, and we can help you too! To see how, visit www.homebusinesssolutions.com/products/products.htm for the latest FREE tips and tricks, educational products and coaching in creative real estate investing and home based businesses. No time to visit the site? Subscribe to our "how to" Home Business Solutions Digest, it's like having your own personal coach: www.homebusinesssolutions.com/products/products.htm

Rolling Meadows Cadillac Escalade rental .. Lockport Chicago limo O’Hare

In The News:

These 35 Chrome extensions have privacy and security concerns. Tech expert Kurt “CyberGuy" Knutsson says to delete them now.

Tech expert Kurt “CyberGuy" Knutsson says 329,000 mph fusion rocket promises to be fast, disruptive and enable deep-space missions.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Tech expert Kurt “CyberGuy" Knutsson says a new autonomous AI is a game changer that also raises privacy risks. Is your data safe?

Tech expert Kurt “CyberGuy" Knutsson says robots and drones are revolutionizing fruit farming with faster picking and smarter handling.

Landmark Admin revises May 2024 cyberattack scope to show twice as many people were affected. Kurt “CyberGuy" Knutsson gives tips to help stay safe from an insurance data breach.

Tech expert Kurt “CyberGuy" Knutsson talks about how Yamaha’s hydrogen outboard motor could revolutionize boating with zero emissions.

Tech expert Kurt “CyberGuy" Knutsson reveals how to memorialize or remove a deceased loved one’s Facebook account and protect their digital legacy from misuse or scams.

Tech expert Kurt “CyberGuy" Knutsson says an Apple Watch saved psychiatrist Amanda Faulkner by detecting deadly leukemia early.

Scammers and fraudsters are increasingly targeting the most vulnerable, especially nursing homes and the personal data of their residents. Kurt the CyberGuy has safety tips.

Infected USB flash drives can spread malware among multiple organizations in ways that can easily bypass traditional security systems.

With a fully automated warehouse system and AI-powered robots, Ocado's Hive picks, packs and delivers grocery store orders in just a few minutes.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Recycling robots are using artificial intelligence to learn how to sort recyclables by recognizing patterns in colors, textures, shapes and logos.

The Reachy 2 robot is designed to be friendly and approachable, inviting natural interaction and is perfect for research, education and experimenting with embodied AI.

Kurt "CyberGuy" Knutsson shares several easy ways to keep your credit cards safe from digital thieves while you're traveling this summer.

Arcturus sets up cameras around the edges of baseball stadiums to capture real-time action and generate a 3D digital clone of the game.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

The CyberGuy explains why healthcare organizations are vulnerable to hackers after there have been a half dozen data breaches this year.

Developed at two California universities, the innovative technology combines brain-computer interfaces with advanced AI to decode neural activity into audible speech.

Microsoft patches 12 critical flaws, but six have already been exploited by criminals. Kurt “CyberGuy" Knutsson says updating your system is only a short-term fix.

Tech expert Kurt “CyberGuy" Knutsson discusses how robots can milk, feed and clean cows on dairy farms, boosting efficiency and comfort.

Tech expert Kurt “CyberGuy" Knutsson says quantum internet ensures unhackable security and redefines online privacy and speed.

Kawasaki's CORLEO is a hydrogen-powered, AI-driven rideable robot. Tech expert Kurt “CyberGuy" Knutsson reports on this new way of thinking about off-road transportation.

The CyberGuy breaks down five mobile privacy terms that could make a difference when it comes to keeping your personal information safe.

Getting Organized For The New Year - Part 1

Get Organized - Organization