article thumbnail

The 43 Folders Method (Paper System)

Office Dynamics

This is a popular system advocated by productivity and time management experts around the world. I have been using this system for years and highly recommends it. Keep the daily files in front, beginning with the file for tomorrow’s date. Behind the “31” file is the folder for the next month. The “round file.”

Agenda 203
article thumbnail

Your Roadmap to Effective Office Systems

All Things Admin

Many believe that the terms “procedures” and “systems” are interchangeable, but that’s not exactly true. A system contains all the information you need to handle the accounting functions for your job. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Systems have many benefits.

Agenda 90
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

I hate filing

Clutter Coach

by I always recommend that my clients be as ruthless as possible when filing paper. Part of my agenda is to get them to keep less paper because paper takes up space, space that could be used better by more useful items. Another agenda I have reflects my attitude toward filing: I hate it. Yes, I hate filing.

Filing 100
article thumbnail

How to Track Continuing Education Units (CEUs) to Maintain Professional Certifications

Eat Your Career

In my experience, many organizations follow an “honor system.” Meaning: I capture the information for my own records, but I also go ahead and input the data into the online tracking system for the certification. It’s often considered optional. You’re more likely to forget things that way. Personally, I also like to report as I go.

ASAP 147
article thumbnail

Find a CRM (Client Relationship Management) System that Fits Your Needs

Stephanie LH Calahan

Finding the right CRM software/system -- like many purchases we make for our business -- is not always simple and I'm sure that I can't solve this question in one blog post. All of the contact information that you want is in one place - emails, faxes, appts, tasks, file attachments.    2 - Contact Entry.

article thumbnail

Planner Or Tickler (1-31) File? - How to Use Both For Optimal.

Stephanie LH Calahan

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

Filing 100
article thumbnail

Leveraging Procedures for Effective Training and Onboarding

All Things Admin

You might be using a new phone system or dealing with new project management software. Here’s a glimpse into our comprehensive onboarding agenda: Introduction to Team Dynamics Schedule regular daily huddles in the initial weeks, adjusting to fewer meetings as the new hire becomes more integrated.