Home » Guides » Management » Management Basics » Getting More Organized

Frances Sharpe

Guide to Getting More Organized

Clean up your act and accomplish more than you thought possible

By Frances Sharpe, freelance writer/editor

When your to-do list includes making sales, providing customer service, hiring and managing employees, expanding your product or service line and a dozen other matters getting more organized may fall to the bottom of your list. But getting control of the chaos with a little organization can actually make it easier to perform all those other tasks.

In fact, getting more organized is near the top of business owner resolution lists nearly every New Year's Day. That's because better organization allows you to:

  1. Offer better customer service
  2. Spend less time running your business and more time growing it
  3. Increase your bottom line
  4. Reduce your stress levels

Action Steps
The best contacts and resources to help you get it done


Clear the clutter

Sure, you're a busy entrepreneur, but your office doesn't have to look like a tornado just struck. Filing cabinets are a must so you can get those stacks of folders off your desk. Desk essentials include file sorters so you can easily see and reach important files and an inbox-outbox system that allows you to get things out of your way once you've completed them.
I recommend: Find organizers and desk accessories along with filing and storage options at Office Depot.

Clean up your computer

A computer desktop with dozens of random items overlapping each other can prevent you from finding important documents when you need them. To eliminate the mess, create folders in MyDocuments (Windows users) or on your hard drive (Mac users). Start with broad category folders for clients, vendors and more. Then create subfolders that are more specific. To free up space on your hard drive and keep programs running optimally, transfer old files to some form of storage media.
I recommend: Find 10 tips to organize your computer on eHow.com and order computer storage devices at OfficeMax.

Take control of your email

Taming your email inbox can help you access and respond to important messages quickly rather than having to scroll through hundreds of messages. Make your email easier to navigate by creating local folders for clients and vendors. Whenever you get an email from that client, drag it into the folder for safekeeping and easy retrieval. Consider creating separate email addresses for various business functions, for instance, info@ your business.com, customersupport@ your business.com and sales@ your business.com. Then schedule a time or a day to deal with each type of query.
I recommend: Contact an email provider, such as Verizon Online, for information on adding email boxes to your account and review Microsoft's tips on organizing your inbox.

Be a planner

It pays to plan. Just like you wrote a business plan to start your company, it's a good idea to plan each business day for maximum efficiency. Schedule your workflow so you have chunks of uninterrupted time to complete important tasks, and remember to leave a little leeway in your daily schedule for the unexpected.
I recommend: Keep your calendar under control with a paper-based planner available at Staples, a computer-based calendar for Windows users or for Mac users, or a handheld PDA you can take with you wherever you go.

Manage your contacts

Your customer service suffers if you have to waste time shuffling through stacks of business cards every time you need to return a phone call, send an invoice or submit a proposal. And if you forget to call a client because you lost the Post-It note where you scrawled a reminder, you can anger, or worse, lose the client.
I recommend: Contact management software, such as Act, allows you to access key customer information, prioritize customer-related activities and track your communications. You'll never forget to call a client again.

Tips & Tactics
Helpful advice for making the most of this Guide

  • Only keep files on your desk if you're currently working on them. Otherwise, put them in the filing cabinet.
  • If you haven't used a computer file in one year, it's time to transfer it to a CD or DVD for storage.
  • Taking just five minutes at the end of each day to organize your desk gives you a jumpstart the next day.

The official source of Getting More Organized is
the Professional Organizing Services page at Business.com

Professional Home Organizers - Free Estimates
We match you to pre-screened Home Organizers in your area. Fast response.
Free Estimates
www.HomeBlue.com
Official Pitney Bowes Site
Pitney Bowes Mailstation 2™ the Smart Solution For Your Small business. Print Exact Postage Every Time and Save Money. Try It Free For 60 days!
60 Day Free Trial
www.PitneyWorks.com
Cisco Data Center
Cisco Offers Data Center Products And Solutions That Help Organize And Balance Business.
www.cisco.com
AT&T Enterprise Solutions
AT&T's Enterprise Application Hosting: Reliable, Cost Effective.
att.com/enterprise

Recommended Solution Providers

Streamliners: Professional Organizers
Provides a wide variety of organizational services geared towards the small business.

Golden Gate Organizing: Organizing Services
This provider is committed to helping commercial businesses achieve their full potential by asking the questions and providing the choices and solutions that optimize client time, energy, money and other valuable resources.

Neat Living: Business Services
This provider analyzes the space, processes, activities, and related items to diagnose business problems and design creative strategies to create a space that works for you.

The Professional Organizer: Stay Organized
Use this provider to organize your business and also find tips, advice and referrals.

Impact Organizing: Organization Services
This provider can help your small business create and sustain productive environments in your workplace so that you can accomplish tasks more effectively.

Arranging It All: Professional Organizer
Use this service to help organize many aspects of your small business or this service will find you a recommended professional organizer in your area.

Best Sites to Learn More

NAPO: Professional Organizers
Use this resource to find the right professional organizers for your small business and get office organization tips.

Business Know-How: Get Organized
Use these tips to help keep your office organized.

Inc.com: Paperwork Organization
Tips on getting your paperwork organized so you can attract outside investors.

Best Blogs and Forums

Get Organized Now: Organizing Forum
A complete forum dedicated to helping you get organized in every aspect of your business or life.

AllBusiness: Office Organization Blog
Get tips, advice and strategies from this blog fully dedicated to office organization.

OrganizingLA: Business Tips Blog
Read posts that include tips, advice and links to article about getting your business more organized.

Small Business Forum: Documentation Forum
Discuss different methods to keep your business running smoothly through proper document organization.

David Company: Get Things Done
Discuss strategies to better manage your time and organize your work, business and office and become more productive.



FEATURED LISTINGS

What WorksTM for Management Basics

Toni Klym McLellan

Finding and Using a Virtual Office Assistant

Where to find help anywhere, any time
Business is booming for virtual office assistants – with good reason. Virtual assistants (VAs) don’t have to be in your office. They work from anywhere, providing a range of personalized support that can cost far less than hiring someone to be at your beck and call. In an age of laptops, Blackberries and Web conferencing, it makes sense to hire support staff to complete tasks that can be completed anywhere. VAs provide ... Read more

Free B2B search marketing whitepaper, B2B Search Marketing Strategy Guide: Advice From the Pros.
Download

To advertise on Business.com, click here