How to stay organized at work

March 31, 2018

We all agree that we want to be better organized at work - right?  But is one method applicable to all workers? The answer is probably not. However, there are certain organizational traits found in those who are more organized. Consistency is key.

 

1.) Have a system - Make the system easy to follow and perform repetitively.

 

2.) Take notes and record discussions - These methods improve memory skills and also ensure that we don't forget important dates and follow-ups with current or prospective clients. Trackers like CRM tools help to keep client meetings and notes all in one place, simplifying future reference.


3.) Categorize and file - The use of electronic and physical folders enhances productivity by simplifying how we find the information we need when we need it as facilitated by platforms like Google Drive or Dropbox.

 

4.) Use project management tools - Capitalizing on the benefits of platforms like Sharepoint, Asana, Basecamp and Trello enhances collaboration and efficiency.

 

5.) Maintain calendars and set deadlines - Pace yourself by creating key dates for deliverables, team meetings and proposals/presentations that require review.

 

Regularly implementing small changes enhance productivity and efficiency, which produces key organizational habits. In turn, workplace consistency develops a more streamlined environment.

 

 

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