Organize Your Solo Business by Next Week...in 30 minutes a day
March 31, 2017
In the course of running your business, you have a LOT to keep track of. From client invoices, to branding color codes, to business receipts to your email list - there is always something competing for your time and attention. If you're like me, the thought of any of these things slipping through the cracks causes us stress. Sometimes, forgetting to do something or misplacing something can cause big problems for you and your business. A deadline missed could mean a negative review from a client. A file that's not backed up could mean hours of work you have to re-do. Time wasted is time you can't spend on the things that really matter.
Here's a step-by-step guide to get you organized and running your business more efficiently. Your assignment: this week find 30 spare minutes a day, and start working the plan!
Day 1 - Focus on Digital Files
Spend this time organizing and backing up your files, if you haven't already done so. Hard drives can fail, and computers can crash. Also make sure you have your website content backed up. Loss of data is a nightmare I don't want you to go through!
Day 2 - Focus on Processes
Create checklists for processes that you do, that have several moving parts. Examples are: Prepping files to be sent to clients, social media posting, a packing list for business travel. Having a standard list to lean on means you free up brain space every time you take on these tasks - and a checklist means your less likely to forget a step.
Day 3 - Focus on Templates
Create templates for things you do all the time. Examples are: invoices, estimate forms, standard emails, expense reports, etc.
Day 4 - Focus on Paper
Organize any paperwork that has piled up. Get a pack of file folders and a Sharpie, and create a filing system for your papers. I know a lot of your paperwork is digital nowadays, but the hard copies have a way of piling up! Also organize your business-related receipts. I have a little folder (like a coupon organizer) that makes it super easy when I do deduction on my taxes!
Pro Tip: Print out your digital receipts throughout the year and file them, so you don't have to hunt for them in your email when it's tax time.
Day 5 - Focus on Marketing Materials
Organize your marketing and branding materials - logo files, social media graphics, videos, stock photos, etc. and keep them in one place. If you have certain things on the cloud, other things on Canva, and still other things on hard drives, collect it all into one spot, and then make a backup of it.
Day 6 - Focus on Tasks
Shiny object syndrome happens to all of us, so today organize your tasks and ideas. Do a brain dump first, and include everything you need to do AND things you want to do, but don't have time for yet. Then, you can figure out what to prioritize using the Eisenhower Decision Matrix.
Day 7 - Focus on Your Space
Today (my favorite) work on organizing your work space and getting rid of clutter. If it helps you, treat yourself to a couple new organizational tools, like an in/out box or a new portfolio binder. (We <3 office supplies at Fountain City Films!)
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