Organizing Yourself to Succeed

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Organizing Yourself to Succeed

Patti Waterbury

Creative Growth Strategies, Inc.

© 2010 Patti Waterbury www.pattiwaterbury.com

Organizing Yourself to Succeed

You will learn how to:

• Motivate yourself (to do even what you don’t really want to do)

• Organize information flow so you stop wasting time

• Avoid distractions that lower your productivity

• Stop procrastinating

• Fully leverage your talent and skills

Motivate Yourself

(to do even what you don’t really want to do)

• Decide what you want

– Get clear on the what and the how will take care of itself

• Focus on your passion

– Enthusiasm (entheos in Greek) – to be filled with spirit

• Live “on purpose” - reconnect what you do with your higher purpose

– “What is my why? What is the ultimate goal?”

• Align your life and business goals

– “Am I doing what I love to do?”

Organize Information Flow

(so you stop wasting time)

Create a productive work environment in your office with systems

• Design your vision – what do you want it to look like?

How does it make you feel? What would you be able to do if it were in place?

• What is stopping me? (space, clutter, resources, etc.)

• Commit your resources to improve

• Select your tools

• Implement for min of 3 weeks

Information flow

Decide whether to file, act, toss

• If you aren’t sure, ask…

– do I need to take action?

– Is it legal / tax related?

– How difficult would it be to find again?

• Calendar

– copy / paste between task, calendar, and email

– Color code calendar

• Contact Management

Information flow

• Action files

– By date – use tickler files

(1-31 & Jan – Dec)

– Recurring (calls, waiting for response)

– Topic or project

• Reference files

– For physical & electronic files, if you can’t find it, it has no value

– Types of files

• Business

• Personal

• Archive - keep a (tax, legal, completed projects)

– Ways to organize

• Alphabetical (category, name,)

• Numerical (phone, client,

• Index system ( platform, spreadsheet, index)

Avoid Distractions that

Lower Your Productivity

• Finish one thing before you start something else – failing to complete robs you of valuable attention

• Use a timer to raise your awareness of your productivity

• Identify what issues are getting in the way – where systems and structures are needed to manage an area

• Say NO to the good things to protect your time for implementing the best opportunities

• Do NOT multi-task

Stop Procrastinating

• Identify your fear – failure, success

• Break projects down

• Get an accountability partner to check in with on a daily or weekly basis

• Create smart goals

• Identify the “next thing” you must do and get it done

• Leverage resources to do what you are not good at or do not want to do

• Prioritize your calendar – free time first, then revenue generating projects

• Regain control of your thoughts and behavior…make it intentional

Fully Leverage Your Talent and Skills

• Every outcome we experience is the result of how we have responded (our actions or inaction) to earlier events

• Take responsibility for your choices – what you think, images you visualize, actions you take (behavior)

• Know and play to your strengths

• Do most important tasks during your peak productivity time

• Pay attention to the results you are producing – results don’t lie

Next Time:

Structuring your Business for Success

• Your responsibilities as a leader and manager

• Critical components of any organization

• Sequential steps to designing an effective organization

• How to determine what to outsource

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