Systems Are Essential to Productivity
One of the key gaps for many entrepreneurs is developing strong systems! And one of the most important ways to stay organized is not just setting up your home office space, but designing the systems to maintain it all, exactly for your organizing style! Your home business needs many things in place to maintain productivity and success. One of the best ways to get more productive and get your office working is to focus on your key business systems.
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Here are the ten most essential systems to help kick start your organized office, or get yourself back into control.
1. Create Your Work Action/Control Center
Work Action/Control Center: First, create ‘Command Central’ that contains everything you need, 90% of the time. The most effective setup enables you to get what you need within arms reach. Some productivity experts refer to this as your control panel (borrowing an aviation analogy). It’s also important to make a note – if your time is split between an office and mobile location, you may need to build redundancy and/or portability into your Action Center or create a mobile office in your vehicle.
I once worked with a pharmaceutical sales manager who struggled to stay organized, while porting her son back and forth to activities in the same vehicle she used for work. We created an Action Center that rode in the passenger seat of her car, which she could remove when she had to make room for her passengers. By creating file names and redundant systems in her mobile office she was able to port things in and out of her car to her customer locations, and into her home office. This made it so much easier for her to stay organized.
2. Your Contact Management System
Contact Management System: You need a way to funnel all your contacts into one place that allows information to be easily tagged and retrieved. And, the sooner you do this, the better. Online contact management systems have made this easy, and as productivity apps and tools have become more universal, often synchronizing has become a pleasant automatic surprise. We recently purchased a new car with onboard phone technology.
On my first voyage in the vehicle, I was able to instantly sync up my phone, and my entire electronic database was available from the drivers’ seat! Along with Contact Management, you need a “Lead Capture System” – away to capture new prospects names and information easily. The best way to do that is to create an email newsletter, ezine or free offer that is compelling for your ideal clients. Do this sooner rather than later – You can always enhance the information you give away, but if you wait, you’ll miss all those new people who will want to work with you right away!
Handling Outdated Business Cards
One note about those outdated cards… If you’ve been sitting on piles of old business cards, it’s likely time to purge. MANY business people have moved into electronic data sharing, and unfortunately, if you haven’t done anything YET with all those cards, chances are – you won’t… or even if you do, the effort and time to input that information may not outweigh the benefit if the contacts are too old and no longer remember who you are or where you met. Chances are if you haven’t kept up with casual, one-time acquaintances – they are no longer interested. (Sorry to break the news to you.) Remember, contacts are not about accumulation – they are about building relationships with people who trust and will refer you to others. If you have a mad stash – it’s okay to throw those old, unrecognizable business cards away… you have my permission.
3. Your Money Management System
Money Management System (Sales/Clients/Finances): To make a business work, you need an easy and solid way to track sales and expenses. If you have a product-based company, you’ll need a way to track and manage your inventory, orders, and income. If you have a service based industry, you’ll need to create a way to track and manage your client data and information in addition to your income and expenses.
Although many entrepreneurs get assistance with their ‘numbers’ systems from other professionals, it’s good to think your process through so you can create a workflow to track your finances, incoming flow, and outgoing expenses and stay on top of what is happening in your business on a daily, weekly and monthly basis. Money is about flow, and the better you track it, the more shows up!
4. Your Communications System
Communication System: A communication system is a way you handle all different types of communication. It’s important to set yourself up so you can easily handle incoming and outgoing messages daily. The skills necessary for managing communications include Processing, Attending, Sorting (Categorizing), Maintaining and Retrieval. Your focus should be on ONE thing when you process an incoming message: “Do I need to take action on this item? ” If yes – you’ll need a way to manage it and remind yourself of it, or it will get lost in the sea of chatter that constantly flows in and out of your life.
Your goal should be to figure out the best way to get to Email (or message) zero by the end of each day. If you’re missing pieces in your communication system, return to the list of skills above, and uncover your skills/systems gaps. Your breakdowns will likely be lurking amidst those skills listed. When you uncover the breakdown area, build a repeatable routine to solve for it and you’ll be on the path to email-zero! Ahhhhh…
5. Your Inventory, Storage and Spaces for Tools & Supplies
Inventory, Storage and Space for Tools & Supplies: Storage is a very important element of an organized office. And nothing beats a well-organized home and office to keep you productive and on track! When determining your need for storage areas, it’s important to distinguish between tools and supplies. Tools are what you use daily to get your work done – including hardware, software and may include office supplies such as stationery, pens and a stapler. Supplies are distinguished as ‘back up’ tools and resources that need to be periodically replenished.
One of the best ways to feel more organized is to separate your overflow, from your working tools and supplies. Create a space to hold overflow, take an inventory and post it. This will save you from your tendency to wander around office supply stores, dropping items in the cart that you don’t need.
One of my past clients had a ‘Hopper Time Style Preference™, and he would move through his house with his laptop based on his biological need to move to stay in the flow. At times he’d work at a desk, then move to the dining room, then move up to the study. He always complained about feeling disorganized – and as a result of his work style, he had a trail of supplies sequestered in each closet throughout his house, (just in case he needed something).
We relocated ALL of his supply stashes and tools to one area, converted a walk-in closet – and he finally figured out how much he had. As a result, not only did he finally have a container for his vast inventory of back up supplies, everything was then labeled, and he saved hundreds of dollars by not repurchasing already-existing supplies. If you’re guilty of over purchasing supplies, it’s time to sequester your supplies into one centralized, convenient, inventoried and organized location. This one step is an easy organizing project that will really help.
6. Your Incoming Decision/Paper Processing Center
Incoming Decision/Paper Processing Center: Whether your office is the kitchen table, a closet, or a corner suite, you need an easy system to process incoming paper. The best way to track papers is with a ‘Dispatch Center’ that supports high-level decisions. This area should also have an already-set-up way to manage trash, discards, and anything that requires shredding.
To get started, create a simple 3 folder system: File, Act, Contact. This will allow you to easily sort the incoming papers into their ‘next phase’. Just build time into work those folders to empty weekly. OR – If your business requires ongoing tasks, an action center is often helped by creating ‘Action Files’ for those tasks. Create folders for each action, labeled appropriately for commonly repeated tasks such as Pay, Call, Waiting on someone, Weekly, In Process, and File. The most critical part is that this system should be meaningful to YOU. If you’re trying to copy someone else’s system, it’s likely NOT going to work as well as designing a system around your unique business’ needs and your unique work style.
7. Your Master Calendaring and Scheduling System
Master Calendar/Schedule: This is important. Too many entrepreneurs try to bounce between several calendars and schedules, and invariably lose data, dates, appointments and contacts in the madness. Decide on what calendar system best serves you, and move over to it – consistently. Be sure to remember that planning, scheduling, and reminding are ALL distinctly different skills than managing and working your list of tasks. Yes, they all work together, but your calendar is best used to schedule meetings, appointments, and reminders.
Note here that I have separated the task management into a separate system. Many entrepreneurs will ‘schedule’ ‘time blocks’ dedicated to certain ‘tasks’ they need to accomplish regularly. For instance, I have a recurring daily appointment to remind me to make dinner at 5:00 pm. I also block recurring time for many business tasks. Other systems that simplify scheduling with others are TimeTrade and vCita. I love my online scheduling tools! They save SO much time!
8. Your Project Planning
Project Planning & Task Management System: You’ll need a way to brainstorm, write down, collate, plan and manage your bigger projects. For this, I work from broad to specific. I love online tools such as Asana, Zoho, Basecamp, Salesforce, and Trello that allow you to ‘dump’ your ideas into a repository that you can then further turn into tasks, organize and time-activate. Online tools automatically assign, update and remind remote team members as well.
9. Task Management System
Task Management System: There are as many suggestions about how to manage your tasks as there are different people. In fact, the more entrepreneurs I’ve met, the more I believe this is true. Task management is highly personal and is best suited to your natural habits and styles. If you love capturing and managing tasks in a list, NO ELECTRONIC APP will ‘feel’ the same as an old fashioned list. Basically, DO what works for you. It’s important that your system captures tasks and reminds you to push them forward when incomplete.
The other trick to a working Task Management system is to create one that helps keep you on track. I think I’ve tried just about everyone out there, and I have to say – I’m a paper task manager. I always gravitate back to a to-do list. When I’ve attempted to drop a paper planner, I STILL grabbed paper at times. It’s my comfort and style to use paper. Writing on paper helps me remember and provides a solid anchor. SO I’ve returned to a paper planner and checklist to capture and prioritize my daily tasks.
Other people recommend a blend of electronic systems, reminders or Action Files labeled with the actions you do daily. For cyclical responsibilities consider using 1-31’s. This system assigns a file folder to each day of the month. There you’ll store tasks and reminders for the calendar day. Remember there is no right or wrong way. Your success will be to design a system that allows you to capture task, prioritize, and find what you need as you work. It’s also important to work ONE system for at least three weeks before deciding if it works for you. Whatever you choose, be sure you’re willing to work with consistently.
10. Your Information Storage & Retrieval System
Information Storage/Retrieval System: Although most productivity efforts focus here, this is only ONE part of a working, productive office. Create files (or a system) for reference, vital information, and quick access information. Your goal is your ability to retrieve files easily when you need them. Some people prefer to ‘see’ these systems, while others prefer to have these systems ‘behind closed doors’.
Regardless of your Space Style Preference, you want to feel organized. To do so you must know what you have, have what you need, and be able to find it when you need it! Most electronic systems have incredibly robust search tools. These allow you to locate just about anything that has been cyber-shared. LABEL all your file folders before you fill them with items. Without labels, filed information disappears.
This is not an exhaustive list, but it will get you started. Or use it to refocus and re-purpose in your home office. If you want additional guidance on setting yourself up for success, click here to discover my quick start program to get your mom-run business set up for success!
Your Sanity Assignment
Of the systems above, which are the areas that need to be remedied for you to be more productive? Please share your comments and ideas below, and share this post with others who may benefit!