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Organization isn’t always the easiest part of the job, but it’s so important! When you work with clients in person, online, or both, you have a lot to do. Between programs, administrative appointments, and coaching, there’s no shortage of work.
When your systems are in place and running smoothly, you don’t have to worry about that. It also allows you to reduce the mental load that increases as the day progresses.
The proper organization of your business is also the assurance of providing quality service to your customers. Remember, you can be a role model and you need to set a good example!
To do so, we give you 3 tips to improve the organization of your company.
1.Keep your calendar organized, the basis of good organization for your business
The great debate still exists: paper or digital agenda? The digital version is probably the most efficient and practical (because your smartphone is everywhere with you) but some regulars will tell you that they prefer the paper version because, visually, they find it better.
The Google calendar is a complete tool accessible from your phone, tablet or computer. You will be able to add your appointments but also your tasks and reminders. The system of notifications and colors will allow you to see more clearly.
An option also allows you to add recurring events each week (for a client’s coaching session for example).
2.Use a board or bulletin board
Some may find that it duplicates your calendar, but a display system in your office or room can allow you to write down all the tasks that need to be done on a daily basis.
It is also possible, at a later stage, to add important elements for the team and thus promote communication within the structure.
Finally, employees can write ideas or reminders for information they want to share with the employer and other colleagues.
The bulletin boards can exist in physical version as well as in electronic version. Think, for example, of Trello or Asana, Air Table, etc.
3. Adopt a cloud-based file management system
Dropbox and Google Drive are certainly two names that come to mind when we talk about the cloud. These file and document sharing software and sites are useful in many ways. In your case, it will allow you to carry with you all the documents related to your profession but also to be able to share them with your collaborators and eventually your employees.
Podcasting The best way is to try these different tools and see if they can give you something extra and make your work life easier. Of course, they may not change it overnight as it will take you some time to adapt, but it is certainly worth the effort.