Wednesday, 30 November 2011

90-Day Plan: D-3 - Organisation - My OMG Moment



Me, organised? I can be. I just never seem to sustain it. My organisational capabilities flare up when required and then tend to subside just as quickly.

Part of the problem is a desire not to be seen as this hard-nosed, obsessive, managing control freak. Which is what I turn into every time I have a flurry of organisational activity. I need to change and when better than while implementing 90 days of new habits?

You're getting used to this by now - the hard facts can be found here; my pitiful attempts to live up to my own teachings are below:

1. Set up a dedicated email account, don't flood it with subscriptions.

Dedicated account set up. Unfortunately....

OK, fine, I will unsubscribe and change to RSS feeds where I can. This will have to be done in parallel with other activities as I've WAY too many subscriptions for comfort.

2. Email/Mail - Deal with it, dispose of it, decide what to do with it and when. Keep the inbox bare.

Easier said than done, but the more I try to do this, the better I'm getting at it. It's still going to take time to work through my 3,000 emails though. Yes, I know. You don't have to tell me...

3. File receipts as soon as you get them.

This is my biggest area of failure so far. My filing system at the moment is chronological and there are strata of unopened envelopes that were probably delivered by pterodactyls. I've spent an hour filing by year into manila folders. Next step, set up a proper filing system.

4. Set up a business bank account.

I've currently got a separate account for business purposes. Chalk one success up to the Kleenezelady.

5. Make sure you have all contact details available at all times for customers, team members and prospects.

I've ordered a daytimer (early Christmas present) and I will be transferring details to that as soon as I get it. Plus, my new mobile upgrade is a smartphone, which should help as well.

6. Set up activity tracking for all business activities.

Done. Getting into the habit of using the tracking will be the key, though. That, and not letting my laptop spontaneously combust again...

7. Ensure the family answers the phone in a professional manner or divert calls.

Call diversion is on. Enough said. Kleeneze provide a great voicemail system (and yes, I need to clear a backlog of messages on that as well....)

8. Use a whiteboard/family calendar to keep everybody updated on what you're doing.

Already doing this as well. It works really well, when my teenager isn't trying to be clever.

9. Invest in a cashbox and bank your takings before spending them.

That's a habit I need to get into.

10. Develop a routine so that your family, team and customers know what to expect.

And again, that's a key habit that I need to develop.

I'll be planning the next 90 days out tomorrow. I'll keep you posted on how it goes.