Organization is key to a successful business.
If you feel like your business has fallen into disarray, here are 7 steps that can help you to take back control.
Declutter your workspace
Physical clutter is the most noticeable form of disorganization, so it’s best to tackle this first.
Start by tidying your desk and giving all your equipment a home.
You may be able to go paperless to cut down on physical clutter – paper documents are often unnecessary in this day and age.
Get rid of digital clutter
Many of us have a lot of digital clutter on our computer systems. This could include unsorted files and unused programs and icons.
If you get lots of emails and don’t have an email sorting system, it could be worth setting up folders to help label emails in order of importance. This could ensure that no email goes ignored, while prioritizing the ones that matter most.
Adopt the right software
Software can be used to organize projects, clients, events, documents, marketing campaigns, recruitment processes and financial reports.
The best type of software for you is likely to depend on the nature of your business.
Sales companies can often benefit from using a CRM system, while an architect firm may benefit from a project management system.
Modern software is often cloud-based and cross-platform-compatible, allowing you to keep on top of work from any device and any location.
Automate routine processes
Once you have the right software, you may find that you’re able to automate routine processes to help them get done each week and save you time.
This could include maintaining bookkeeping records, paying staff, ordering stock, sending out client reminders and sending feedback reports to customers.
Not every routine task can be effectively automated, so bear this in mind (tasks that include creativity or tact such as social media posts or cold emails should not be automated).
Start setting goals
A business should always have goals. These could include long-term goals, weekly goals and daily goals.
These goals shouldn’t just include the completion of essential projects but also ways of improving your business such as developing new marketing strategies, upgrading technology and scaling up.
Everything that can be scheduled should be scheduled. This could include meetings, phone calls, cleaning tasks and maintenance tasks.
There’s a level of unpredictability to every job so you won’t always stay completely on schedule, however a schedule can help to set certain targets throughout the day and complete most of what needs to be done.
Streamline your finances
Keeping your finances organized is also important. If you’ve got lots of debts, it could be worth consolidating them to make debt payments easier.
It could also be worth talking with suppliers and rearranging employee pay dates so that as many expenses go out on the same day as possible – this will make it easier to budget.
You should similarly get rid of any cards or accounts that are unnecessary.