How can I get more organised?

Bonnie with a client

This is a guest blog post by Bonnie Weston, The Avid Organiser.

Everyone wants to become more organised right? But why is organisation important in business?

A Youtube interview with Bonnie Weston, The Avid Organiser. Please subscribe to The Joyful Business Club YouTube channel to receive more great content.

Through my experience of working with both big and small businesses, I’ve come to realise that organisation is crucial for a successful business.

Here’s some of the reasons good organisation is important in business:

  • It helps your clients have more confidence in you;
  • It allows you to serve your clients in a more timely manner because you can find what you need quickly;
  • It frees up your time, and who doesn’t love more time to make more money?
  • It can reduce your stress because you don’t have to keep all the information in your head, which can be difficult for some people; and
  • It helps you operate from a more proactive space than a reactive space.

How can I become more organised in my business?

The best place to start is to do a stocktake of what you have. You need to know what you’re dealing with and what needs organising.

Doing a stocktake can be an enlightening process. It can be a physical stocktake of things you sell, hardcopy paperwork you have accumulated for your business, as well as digital stock you sell, or simply electronic files and data.

Take a long hard look at all the ‘stuff’ associated with your business. Sometimes as time goes by, we forget the things we have created, bought, or captured for our businesses. Doing a stocktake gets you to look at your business holistically rather than just focusing on the parts you see every day. It also gives you an opportunity to look critically at what you use regularly and what is just taking up space.

What’s the best tool for better organisation?

Simple: it’s a filing structure.

Again, whether that’s a digital filing structure or a hard copy filing system, it’s crucial that you can find what you’re looking for, when you’re looking for it. A good filing structure helps you zero in on the information you need and easily ignore the information that’s not relevant to the thing you’re looking for.

Here’s an example to illustrate this point. Imagine you have a coaching business. Let’s assume 50% of your clients are private clients, and 50% of your clients are part of group sessions. You keep a file on each client with notes. Without a filing system to categorise the information, you have to go through 100% of the files to find the one client you’re looking for.

However, if you have two top level folders (one for Group Coaching Clients and one for Private Clients), when you’re looking for a Private Client file, you can go straight the Private Clients folder and already, you’re looking through 50% LESS files to find what you’re looking for.

This is how a filing system starts to save you time. And it definitely helps you avoid procrastination because you know where to put things.

For tips on how to set up a functional filing system, you can check out my article on how to create a functional filing system.

What is the most common organisational problem businesses face and how do you fix it?

In my experience, I would say email inboxes are high up the list of organisational problems in small business. Most small businesses find that they end up with too many emails (sometimes tens of thousands) and they just don’t know how to fix the chaos.

Here’s some tips to deal with your inbox:

  1. Print and pdf important pieces of information and save them into your filing system. That way you don’t have to hold onto every email you receive, and it makes it easier to find the crucial information faster.
  2. Don’t rely on the email search function. Use folders to strategically break down and categorise information you need.
  3. Get ruthless and delete emails. Unless you have a legal requirement to keep information, or you’re really worried something might come back to haunt you, assess whether they are truly needed.

In the last year, I’ve made a massive change to the way I use my email inbox and at most I would say I have 8-10 emails sitting in my inbox.

I now think of my inbox as a runway and not a to-do list. Correspondence leaves and it arrives: that’s all.

When you use your inbox to prioritise tasks, it’s constantly being impaired by all the new correspondence coming in. There are sales alerts, newsletters, and requests for information that just aren’t the most important thing for you to do. They might make you feel busy and perhaps even important, but all it does is cloud the real money-making, business-growing priorities that happen outside of your emails.

The Avid Organiser’s favourite organising app

My go to task list is Asana.app – it’s brilliant because it allows me to see all my priorities in one spot. I can assign due dates, I can add subtasks, I can leave myself notes on where I got up to on tasks and even add attachments. Additionally, it’s fabulous for teams and the paid version has an integration with Outlook to add calendar reminders to your Outlook calendar.

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