What would it feel like to be completely organized in your business?
Just imagine: a clear desktop, administrative tasks always done on time, your filing system 100% in order…
What would this mean for your business, your productivity, and your peace of mind?
In this post, I’m going to cover 5 organization tips for business owners, that will help you save time, reduce stress and grow your business!
1. Create a Super-Simple Filing System that You’ll ACTUALLY Use.
As a business owner, paperwork is a necessary evil. But many business owners get overwhelmed thinking they need to have some really complicated, elaborate document management system.
In reality, the simpler and more accessible your filing system is, the more likely you’ll be to actually use and maintain it.
The easiest and most effective system I’ve found is to have a simple file box (like the one pictured above) in a central location – like right under or beside your desk. As you complete paperwork, you can immediately file it away without even standing up!
And then, once a month (or even less), you can simply transfer your files to your filing cabinet. Doesn’t get much easier than that!
2. Use a Project Management Tool to Keep Your Tasks (and team) Running Smoothly.
Whether you have a team you need to keep on track – or just need some basic project management for yourself – a tool like Wrike can help. Definitely, an organization tip for business owners that you should start doing even in the early stages of your business.
This cloud-based tool will help you plan, monitor and streamline every task within your business – from your marketing, administrative tasks, HR, sales, and more…so you always know exactly WHAT needs to happen, and WHEN.
And the best part? Wrike is FREE for a simple shared task list for up to 5 users…or just under 10 bucks a month for full project planning for up to 15 people.
3. Keep Your Email Inbox at Zero.
Using rules can mean certain emails bypass your inbox altogether
Cluttered inbox = cluttered mind…is this true for you too?
Having reams of unread emails – or emails you need to sift through and respond to – can waste time and lead to important things falling through the cracks.Having reams of unread emails – or emails you need to sift through and respond to – can waste time and lead to important things falling through the cracks.Click To Tweet
Instead, commit to always keeping your inbox at zero. This isn’t as hard as it sounds, but you do need to have a few things in place for this to work!
- Set aside certain times during the day to read, respond to, and/or file away all emails. I recommend first thing in the morning, and right after lunch; having set times will mean you have enough time to properly deal with these emails rather than hurriedly trying to manage them throughout the day.
- Organize your emails into files and folders. Don’t be afraid to have too many…be as specific as possible! Spending an extra minute organizing and filing your emails will save you tons of time and frustration later when you need them.
- Create “rules” to automatically file your emails. All major email providers let you set up rules or filters to automatically send certain emails to specific folders. For instance, set up a rule to send all invoices to your Accounts Payable file…so you can deal with them all at once when you have time.
4. Plan Your Social Media Content Ahead of Time.
A great social media strategy requires a plan. This means that rather than simply posting to Instagram or Facebook whenever the mood strikes, you have your posts planned and scheduled for optimal efficiency, consistency, and results.A great social media plan requires a plan. This means that rather than simply posting to Instagram or Facebook whenever the mood strikes, you have your posts planned and scheduled for optimal efficiency, consistency, and results.Click To Tweet
An easy way to do this is by using a simple content calendar. Hubspot has an awesome social media content calendar template you can download for free. This will help you plan out what you want to post, and when.
To actually schedule your social media content, you’ll need a tool that lets you manage and plan out all your posts, all in one place. One of the best tools for this is Hootsuite (pictured above). The free plan lets you add up to 3 accounts and schedule up to 30 messages…or add 10 accounts with unlimited scheduling for just $29/month. Scheduling in advance is an organization tip that will save you tons of time and stress!
5. Organize Your Finances with Simple Accounting Software.
Invoices, payments, time-tracking, payroll…it can quickly become overwhelming without the right system in place
There are a ton of free or low-cost tools out there to help organize your business finances – from tracking expenses to creating invoices to setting up recurring payments.
You’ll be amazed at how using the right accounting software saves you time, keeps you organized, and ensures bills and payments never fall through the cracks again!You’ll be amazed at how using the right accounting software saves you time, keeps you organized, and ensures bills and payments never fall through the cracks again!Click To Tweet
Being Organized Will Help You Feel Less Stressed
If you’re feeling overwhelmed by all the tasks, projects and paperwork required to run your business, don’t fear!
Some simple organization tips for business owners like the ones above can keep you organized and on-task, leaving you more time and energy to work on revenue-generating tasks that will actually grow your business!
Need more tips for getting organized and being more productive in your business? Check out my post, How to Work More Effectively: 3 Steps to Getting More Done in Less Time.