Thursday, August 23, 2012

OMG! Who trashed my office?

 
You look at your office and wonder if someone has trashed it! The you realize it's just that you have let stuff pile up for weeks and not taken the time  to do your due diligence maintenance. You have riffled through stacks of papers looking for that one you know you printed out a  couple of weeks ago - then you give up, dig back through your emails (which also need cleaning up) and find the form again and reprint it. While looking through stacks of folders, you have put some of them in a stack on the floor. Your clipboard is under the bench. Your shoes that you kicked off last night are under your desk - wait - make that 2 pairs of shoes.
 
Just imagine what your kitchen would look like if you went weeks without any clean up! Like any other area in  your home or business, your office needs regular maintenance.
 
I have found that checklists help. Below is one that I have developed for my office:
 
Daily
  • Clear desk 
  • File papers
  • Update calendar
  • Lay out first project for tomorrow
Weekly
  • Check over projects - update timeline
  • Move forward on calendar uncompleted tasks
  • Set up basic calendar for upcoming week
  • Check all action files
  • Enter information into QuickBooks
Monthly
  • Reconcile bank statement
  • Print out monthly goal sheet and contact sheet
  • Tally work completed and align with goals
  • Check budget
Yearly
  • Revisit vision for office
  • Clear out all files
  • Deep cleaning of all areas
  • Reconfigure office to meet new vision
Now the final step is scheduling these tasks onto my calendar.
 
 

Jonda S. Beattie
Professional Organizer

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