<\/span>1. Go paperless<\/b>\u00a0<\/b><\/span><\/h2>\nAn organized business starts with an organized working space, and one of the most common ways businesses stay in order is by going paperless and <\/span>moving important documentation online<\/span><\/a>.\u00a0<\/span><\/p>\nThere are many benefits of going paperless, including:<\/span><\/p>\n\n- Easier file accessibility\u00a0<\/span><\/li>\n
- Increased productivity and efficiency\u00a0<\/span><\/li>\n
- Enhanced filing systems<\/span><\/li>\n
- Less money spent on physical resources<\/span><\/li>\n
- Positive environmental impact<\/span><\/li>\n<\/ul>\n
Once all of your business\u2019s paperwork is in a digital format, your next step is to store and organize your files in a way that is accessible to all workers. Programs like Dropbox, SharePoint, and Google Drive make it easy to upload and share access to digital files across all teams. Plus, they\u2019re typically easy to set up.\u00a0<\/span><\/p>\nIt\u2019s also important to establish a filing process that includes a consistent naming system and easy-to-navigate folder structure. This will make it easier for team members to find the information they need quickly and cut back on administration time.\u00a0<\/span><\/p>\n<\/span>2. Organize your day by priority\u00a0<\/b><\/span><\/h2>\nStarting the day by prioritizing important tasks can help you and your team stay accountable and organized, and make resource delegation more efficient.\u00a0<\/span><\/p>\nOne of the ways to handle prioritization is through an <\/span>Eisenhower matrix<\/span><\/a>. This method of prioritization determines which tasks should be completed first based on its level of importance and urgency.<\/span><\/p>\nFor example, once you have a list of items that must be worked on that day, take some time to assess which ones are most important. Then list when the task absolutely needs to be completed.<\/span><\/p>\nThe matrix is broken into four parts, with the X-axis determining how urgent a task is and the Y-axis determining how important a task is.\u00a0<\/span><\/p>\n![\"a](\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2023\/02\/eisenhower-prioritization-matrix.png\")
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Once you\u2019ve assessed your tasks, place them in the matrix according to their levels of urgency and importance. The items in the top left-hand quadrant that fall under \u201cUrgent\u201d and \u201cImportant\u201d are the tasks you need to prioritize that day. Once you\u2019ve completed those tasks, you can determine which quadrant you would like to move to next based on your team\u2019s needs and resources.<\/span><\/p>\nSome other helpful tips for prioritizing tasks include:\u00a0<\/span><\/p>\n\n- Creating a new list every day<\/span><\/li>\n
- Marking off completed work<\/span><\/li>\n
- Checking your work list against your <\/span>timesheets<\/span><\/a><\/li>\n
- Setting up daily goals<\/span><\/li>\n
- Grouping similar tasks into subsections<\/span><\/li>\n
- Keeping a record of your daily lists<\/span><\/li>\n<\/ul>\n
Remember: Nothing is set in stone. Although priority lists can be helpful in planning out your day, not everything will always go the way you planned. Take advantage of the tools you have at hand to complete what you can, and remember that lists can always change throughout the day or week.<\/span><\/p>\n<\/span>3. Utilize Customer Relationship Management software<\/b><\/span><\/h2>\nAnother digital tool small businesses<\/a> can use to stay organized is customer relationship management<\/a> (CRM) software. These programs are used by team members to manage and analyze interactions with current and potential customers.\u00a0<\/span><\/p>\nCRMs are key <\/span>business management tools<\/span><\/a> for handling custom support, marketing campaigns, and sales activity across the customer life cycle. Using a combination of <\/span>scheduling capabilities<\/span><\/a>, analytics, automation, and pipeline organization tools, teams can use these platforms to keep track of progress and stay connected with customers.<\/span><\/p>\n![\"screenshot](\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2023\/02\/screenshot-monday-dashboard.jpg\")
<\/p>\n
<\/span>4. Stay on top of your inbox and email campaigns<\/b><\/span><\/h2>\nOne habit many small business employees may not consider high priority is managing their inboxes<\/a>. But emails can pile up quickly, and if the inbox owner isn\u2019t regularly checking their messages, they may be missing out on valuable information.\u00a0<\/span><\/p>\nManaging an inbox involves more than simply reading and checking for unread messages. Employees who make checking their inboxes on a regular basis as <\/span>part of their routines<\/span><\/a> feel <\/span>less stressed<\/span><\/a> and are more productive throughout the day.\u00a0<\/span><\/p>\n<\/span>5. Protect accounts with password management tools<\/b><\/span><\/h2>\nPassword management tools <\/a>are applications that allow users to easily set, manage, and update passwords for multiple accounts. Often used among teams that share singular account access, password management tools make it easier to access a company\u2019s full suite of digital tools without compromising password protection.\u00a0<\/span><\/p>\nPassword management tools also have the ability to help users create strong, unique passwords that are more secure than passwords that may have been used on other accounts. Combined with enhanced encryption capability, this feature increases account security and protects private business information.\u00a0<\/span><\/p>\n<\/span>6. Simplify time tracking<\/b><\/span><\/h2>\nAnother important thing to consider when organizing a small business is staying on top of employee schedules, hours, and resourcing. Luckily, <\/span>time tracking software for hourly employees<\/span><\/a> and <\/span>salaried employees<\/span><\/a> makes it simple to track day-to-day schedules and working hours.\u00a0<\/span><\/p>\nTime tracking software is an excellent way to monitor team productivity, resource spend, and balance availability. When it comes to creating employee schedules or adjusting hours, use the data from your tracking tools to make informed decisions and keep everyone\u2019s schedules aligned. Best of all, there are plenty of apps for small businesses to keep track of employee hours.\u00a0<\/span><\/p>\n![\"woman](\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2023\/02\/woman-using-zoomshift-on-computer.jpg\")
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<\/span>7. Book meetings with automation<\/b><\/span><\/h2>\nOne area many small business owners may not consider when it comes to staying organized is their scheduling tools, or the programs they use to create meeting times with employees, customers, and potential customers.\u00a0<\/span><\/p>\nScheduling and booking platforms like Calendly, SimplyBook.me, and Appointlet make the process of setting up in-person, phone, or video meetings simple and efficient. These tools also reduce the time spent updating calendars and keep all meetings in one organized location.\u00a0<\/span><\/p>\n<\/span>8. Lean into business management software<\/b><\/span><\/h2>\nAs a small business team grows, the projects you take on may become more complex. This is where <\/span>business management tools<\/span><\/a> come into play.\u00a0<\/span><\/p>\nProject management platforms are tools used by teams to <\/span>create effective schedules<\/span><\/a>, monitor a project\u2019s progress, allocate resources, manage timelines, and more. Using the different features that come on platforms like Asana and Trello keep projects moving in a streamlined, organized fashion that encourages productivity and efficiency.\u00a0<\/span><\/p>\n![\"a](\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2023\/02\/screenshot-zoomshift-business-management-dashboard.jpg\")
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<\/span>9. Automate everyday tasks<\/b><\/span><\/h2>\nOne of the quickest ways to become disorganized is by being overwhelmed with manual tasks. Everyday activities like sending emails, inputting data into CRMs, or <\/span>tracking employee hours<\/span><\/a> take time and can even be inaccurate due to human error.\u00a0<\/span><\/p>\nProcess automation comes in a variety of forms and removes the burden of having to manage these microtasks. It saves time and resources and allows employees to focus on more value-driven tasks.\u00a0<\/span><\/p>\n<\/span>10. Hire a virtual assistant<\/b><\/span><\/h2>\nIf you find yourself overwhelmed with administrative work, it may be time to hire a virtual assistant. Often hired on a contractual or <\/span>part-time basis<\/span><\/a>, virtual assistants help small businesses stay organized by handling administration or manual digital work, such as:<\/span><\/p>\n\n- Scheduling meetings<\/span><\/li>\n
- Making inbound or outbound calls using small business phone system<\/a><\/span><\/li>\n
- Handling custom support<\/span><\/li>\n
- Organizing travel<\/span><\/li>\n
- Managing emails<\/span><\/li>\n
- Managing calendars<\/span><\/li>\n
- Assisting in marketing campaigns<\/span><\/li>\n
- Handling online personal tasks<\/span><\/li>\n<\/ul>\n
There are many benefits of going paperless, including:<\/span><\/p>\n Once all of your business\u2019s paperwork is in a digital format, your next step is to store and organize your files in a way that is accessible to all workers. Programs like Dropbox, SharePoint, and Google Drive make it easy to upload and share access to digital files across all teams. Plus, they\u2019re typically easy to set up.\u00a0<\/span><\/p>\n It\u2019s also important to establish a filing process that includes a consistent naming system and easy-to-navigate folder structure. This will make it easier for team members to find the information they need quickly and cut back on administration time.\u00a0<\/span><\/p>\n Starting the day by prioritizing important tasks can help you and your team stay accountable and organized, and make resource delegation more efficient.\u00a0<\/span><\/p>\n One of the ways to handle prioritization is through an <\/span>Eisenhower matrix<\/span><\/a>. This method of prioritization determines which tasks should be completed first based on its level of importance and urgency.<\/span><\/p>\n For example, once you have a list of items that must be worked on that day, take some time to assess which ones are most important. Then list when the task absolutely needs to be completed.<\/span><\/p>\n The matrix is broken into four parts, with the X-axis determining how urgent a task is and the Y-axis determining how important a task is.\u00a0<\/span><\/p>\n Once you\u2019ve assessed your tasks, place them in the matrix according to their levels of urgency and importance. The items in the top left-hand quadrant that fall under \u201cUrgent\u201d and \u201cImportant\u201d are the tasks you need to prioritize that day. Once you\u2019ve completed those tasks, you can determine which quadrant you would like to move to next based on your team\u2019s needs and resources.<\/span><\/p>\n Some other helpful tips for prioritizing tasks include:\u00a0<\/span><\/p>\n Remember: Nothing is set in stone. Although priority lists can be helpful in planning out your day, not everything will always go the way you planned. Take advantage of the tools you have at hand to complete what you can, and remember that lists can always change throughout the day or week.<\/span><\/p>\n Another digital tool small businesses<\/a> can use to stay organized is customer relationship management<\/a> (CRM) software. These programs are used by team members to manage and analyze interactions with current and potential customers.\u00a0<\/span><\/p>\n CRMs are key <\/span>business management tools<\/span><\/a> for handling custom support, marketing campaigns, and sales activity across the customer life cycle. Using a combination of <\/span>scheduling capabilities<\/span><\/a>, analytics, automation, and pipeline organization tools, teams can use these platforms to keep track of progress and stay connected with customers.<\/span><\/p>\n One habit many small business employees may not consider high priority is managing their inboxes<\/a>. But emails can pile up quickly, and if the inbox owner isn\u2019t regularly checking their messages, they may be missing out on valuable information.\u00a0<\/span><\/p>\n Managing an inbox involves more than simply reading and checking for unread messages. Employees who make checking their inboxes on a regular basis as <\/span>part of their routines<\/span><\/a> feel <\/span>less stressed<\/span><\/a> and are more productive throughout the day.\u00a0<\/span><\/p>\n Password management tools <\/a>are applications that allow users to easily set, manage, and update passwords for multiple accounts. Often used among teams that share singular account access, password management tools make it easier to access a company\u2019s full suite of digital tools without compromising password protection.\u00a0<\/span><\/p>\n Password management tools also have the ability to help users create strong, unique passwords that are more secure than passwords that may have been used on other accounts. Combined with enhanced encryption capability, this feature increases account security and protects private business information.\u00a0<\/span><\/p>\n Another important thing to consider when organizing a small business is staying on top of employee schedules, hours, and resourcing. Luckily, <\/span>time tracking software for hourly employees<\/span><\/a> and <\/span>salaried employees<\/span><\/a> makes it simple to track day-to-day schedules and working hours.\u00a0<\/span><\/p>\n Time tracking software is an excellent way to monitor team productivity, resource spend, and balance availability. When it comes to creating employee schedules or adjusting hours, use the data from your tracking tools to make informed decisions and keep everyone\u2019s schedules aligned. Best of all, there are plenty of apps for small businesses to keep track of employee hours.\u00a0<\/span><\/p>\n One area many small business owners may not consider when it comes to staying organized is their scheduling tools, or the programs they use to create meeting times with employees, customers, and potential customers.\u00a0<\/span><\/p>\n Scheduling and booking platforms like Calendly, SimplyBook.me, and Appointlet make the process of setting up in-person, phone, or video meetings simple and efficient. These tools also reduce the time spent updating calendars and keep all meetings in one organized location.\u00a0<\/span><\/p>\n As a small business team grows, the projects you take on may become more complex. This is where <\/span>business management tools<\/span><\/a> come into play.\u00a0<\/span><\/p>\n Project management platforms are tools used by teams to <\/span>create effective schedules<\/span><\/a>, monitor a project\u2019s progress, allocate resources, manage timelines, and more. Using the different features that come on platforms like Asana and Trello keep projects moving in a streamlined, organized fashion that encourages productivity and efficiency.\u00a0<\/span><\/p>\n One of the quickest ways to become disorganized is by being overwhelmed with manual tasks. Everyday activities like sending emails, inputting data into CRMs, or <\/span>tracking employee hours<\/span><\/a> take time and can even be inaccurate due to human error.\u00a0<\/span><\/p>\n Process automation comes in a variety of forms and removes the burden of having to manage these microtasks. It saves time and resources and allows employees to focus on more value-driven tasks.\u00a0<\/span><\/p>\n If you find yourself overwhelmed with administrative work, it may be time to hire a virtual assistant. Often hired on a contractual or <\/span>part-time basis<\/span><\/a>, virtual assistants help small businesses stay organized by handling administration or manual digital work, such as:<\/span><\/p>\n\n
<\/span>2. Organize your day by priority\u00a0<\/b><\/span><\/h2>\n
<\/p>\n\n
<\/span>3. Utilize Customer Relationship Management software<\/b><\/span><\/h2>\n
<\/p>\n<\/span>4. Stay on top of your inbox and email campaigns<\/b><\/span><\/h2>\n
<\/span>5. Protect accounts with password management tools<\/b><\/span><\/h2>\n
<\/span>6. Simplify time tracking<\/b><\/span><\/h2>\n
<\/p>\n<\/span>7. Book meetings with automation<\/b><\/span><\/h2>\n
<\/span>8. Lean into business management software<\/b><\/span><\/h2>\n
<\/p>\n<\/span>9. Automate everyday tasks<\/b><\/span><\/h2>\n
<\/span>10. Hire a virtual assistant<\/b><\/span><\/h2>\n
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