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Let's Get Organized!

SmartChoice Business Assistance • Jan 12, 2021

How to Get Organized and Get More Done!


How many times have you vowed to be more organized?! Only to end up a few days later

drowning in papers, searching for a pen, wondering where your phone is….


As a virtual assistant, one thing I have learned about getting organized is that we are all unique!

Your systems have to make sense for you. Maybe you love a pen and planner, or are all about

Calendly and Google Drive (like me). Either way, customizing your systems will help you find

organizational success!


Whether you love it or hate it, having the right organizational systems in place is critical to

success as a small business owner. A survey of over 18,000 business leaders showed 57% of

employees waste approximately 6 hours per week by being disorganized.


Benefits of Getting Organized

  • You’ll be less stressed. Feeling overwhelmed, searching for lost items, and missing appointments all cause your body to release the stress hormone cortisol. “Less mess equals less stress.”
  • You’ll save time. The average person wastes at least 15 minutes a day searching for misplaced items. If everything has a place, you’ll be much more efficient.
  • You’ll be more productive. Less time searching means more time working on essential tasks.
  • You’ll be less likely to miss appointments or forget pressing jobs.
  • You’ll be more likely to reach your goals. Keeping track of your goals, the steps, and target timelines will help keep you accountable.


It even has health benefits! We are more likely to make better choices (such as meal prep and planning or an exercise schedule) if we organize our time.


I have been helping other entrepreneurs get organized for several years. Here is a round-up of my all-time favourite top 11 tips. I hope they come in handy!


  1. Create a system for jotting down notes and tasks as they come to you. (It could be post-it notes all over your desk, but there is a better way!) Make use of technology and get your hands on an app like Trello or Google Tasks.
  2. Dedicate a workspace, declutter and manage it well. Research from Princeton University shows we are less able to focus when our desks are cluttered. Constantly seeing reminders of disorganization drains your cognitive resources and makes it more difficult for your brain to concentrate on one task.
  3. Organize your appointments, calls and video chats with a tool like Calendly, Acuity or Google Calendar. Keep appointments, to-do’s and goal lists all in one place, so you know exactly where to look.
  4. Invest in a reliable customer management system like Salesforce, Zoho or HubSpot. It helps keep you organized and can improve customer retention by up to 27%.
  5. Organize receipts, expenses and invoices with a tool such as Quickbooks or Wave. Take pics of receipts and scan them with your phone. It’s so easy!
  6. Organize your time – Start by planning your day the night before, prioritize tasks, and do the jobs you dread first to get them out of your way.
  7. Organize and track your big goals, so they don't get swept aside in the everyday chaos. Keeping a journal, planner, or goal tracker helps you stay on track and keeps you accountable. Write down your goal and give yourself a timeline.
  8. Plan your social media ahead of time. Once you block your time to get all those posts done at once, you’ll feel so much lighter knowing it’s taken care of. We like either Hootsuite or Canva.
  9. Go paperless whenever possible. Make the best use of technology. I often hear from clients that it's easier than they expected.
  10. Make organization a priority, or it won't happen. Pay attention to your habits, strengths and weaknesses. When is your most productive time? Do you tend to procrastinate? Find what works best for you, and implement habits you can keep long-term. “Organizing is a practice, not a project.” (Meagan Francis)
  11. Say no to tasks you don’t need to do. Do your best only to take on what you can handle – outsource and delegate.


Putting the time in to organize, developing systems, and discovering tools will help ensure you

are making the most of your time. You'll increase productivity, be more efficient, and less

stressed.


Do you have any tips that help keep you organized? We’d love to hear from you!


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