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The response to this new newsletter has been
overwhelming! Thanks to those of you who shared
your thoughts with me. You're getting what I wanted
you to get -- practical solutions to real problems. If
you don't see what you need here, check out our
website as we are always adding new know-how
articles. Keep communicating with us. If we take on
your issue in more depth, you'll get some free
consulting in the process.
| Productivity for Your Business: Let Your Documents Speak for Themselves |
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It's funny what I see when I work with companies.
Communication is so critical within a business, but
the smaller the business, often times the less
communication occurs. People make assumptions,
mistakes happen or time is wasted re-creating
documents because no one asked some simple
clarifying questions. As businesses grow and there
are more people to collaborate with, it becomes even
more imperative to let our tools help us work smarter.
You can facilitate a more productive work
environment by letting your documents speak for
themselves. A simple footnote on each document
containing its title and the most recent date revised
lets your documents answer questions like: What is
that document called? Joe keeps talking about a
specific form, but which one is he referring to? Where
did Sally store that letter? I hope I'm using the latest
version of the procedures. Here is a technique you
can use with your documents:
1) Create standard templates. Have a
consistent
look to your documents so information is easier to
read. Let your staff focus on the content of the
document, rather than the look.
- Always put your logo and company
information in the same place.
- Use the same font and font size.
2) Use the header area.
- Have a clear title on every form.
- Let the title print on every page.
3) Use the footer area. Use an 8 point size
font
in the footer to give you more room and to de-
emphasize this area.
- List the file name. If this is for internal use only,
include the full path name so there is no question
where this is file stored.
- Give forms a number. Add the form number to the
filename of the document also.
- Include a revision date. Clearly state "Revised:
" so there is no confusion as to what the date
means. Don't use the system date feature or the
date will change when you print the document.
Remember to manually change this every time you
update the document. If you want to show the print
date, consider adding "Printed: ".
There are times when either is appropriate.
- Show "Page # of # ". There is nothing more
frustrating than not knowing if you have the entire
document.
- Too much in the footer for you? Move some of
the items to the header. Just list them
somewhere.
This isn't crystal clear? See the
sample Word document template available on
our
website for you to download. This technique should
be considered for forms, charts, procedures, manuals
and internal communications. Let your technology
tools help you.
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| Productivity for Your Self: #1 Excuse for Not Getting Organized |
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I've been teaching people how to get organized for
over 10 years. I've heard every excuse under the sun
about why people say they can't get organized. Here
is the #1 excuse I hear and what you can do about
it.
"I have no time." My family (or business)
needs me. What these people are really saying is, "I
can't or won't prioritize my time." Deep down, when
they are honest with themselves, they may not even
want to be organized; they are just complaining. The
price you pay is continual stress because your to-do
list is so long. It's also lost time with loved ones or
focused efforts working on the right tasks to grow
your business. If this is your excuse, you can start
by keeping a log for several weeks of the way you
spend your time. I usually find there is a huge gap
between where we think we spend our time and what
is actually happening. Now that you are aware of
reality, carefully choose the activities that are most
important to you. As Stephen Covey says, "Spend
time on the important tasks, not the urgent tasks."
What you decide to spend your time on is a clear
indication of what's important to you.
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| Interesting News |
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- Coming soon by request: What Should I Keep?
File Retention Guidelines for all the paper we
accumulate. Plus, a sure-fire way to set up your files
so you can establish an easy paper flow each year.
- Just released! Organize Your Work Day - In No
Time by K.J. McCorry, published by Que. I was
the
technical editor for this book. Lots of great tips and
ideas to get you jump started.
- Administrative Professionals Day is April 27. Don't
forget to say "thank-you" to those hard working
people in your office who are often the backbone of
your operations.
- National Clean Out Your Files Week is April 17-23.
What are you doing about your bulging file cabinets
and messy computer files?
- The annual conference for the National
Association of Professional Organizers is happening
April 28-30 in San Diego, California. (Yes, there is an
association for every profession!) I'll be attending.
My term as vice-president will end this month.
- Please bear with us. We're still in the process of
changing our company name to the "Center for
Growth & Productivity". This includes all of the
internal systems that are affected. We should be
complete by the end of next month. You can bet
there will be a how-to article on this topic as a result
of all we are learning! Visit our new website at
www.C4GP.com.
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"Ask Debbie" |
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Q: Is a messy desk a sign of an unproductive
person?
A: The answer is -- it depends. The real issue is, can
the person quickly find information on her desk when
she needs it or does she waste time looking for
things? Are the mess and piles what I call "visual
clutter" that doesn't allow her to properly focus on
tasks because she is overwhelmed from just looking
at all that stuff? What has the person accomplished
at the end of the day? If the mess is an issue then it
reduces the opportunity for productivity. If it isn't,
leave it alone.
Being organized or efficient means you know and use
techniques to keep your stuff in order and
accomplish tasks. Being productive or effective
means you spend time on the tasks that generate
the best results. The person with the messy desk
could be in the middle of a project and need to
spread out. There may be an order to the mess.
Don't confuse getting organized with being
productive. If a person is constantly organizing, are
they also getting the important tasks done well and
on time? That is the real question to ask.
Now, don't think I'm saying it's okay to always have
a messy desk. Physical neatness gives people control
over their environment. Feeling in control helps to
reduce stress. Seventy percent of CEO's said they
would promote a person with a clean desk because if
they can organize what they have now, they can do
something else. If your CPA had a messy office when
you met to complete your taxes, would you have
confidence in his or her ability to handle your job?
Whether you like it or not, our society makes
judgments based on what they see. What do people
think when they see your office? If it matters, do
something about it. See my article called Five Steps to a Clutter Free Desk if
this is an issue for you.
Ask Debbie your question...send an email to
debbie@c4gp.com.
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