Steps To Organize Your Home Office

0 Flares 0 Flares ×

OrganizingFollow the lead of a well-organized home office.

Using the checklist below, incorporate many of the organizing tips found on the list.

You will have both a professional and efficient home office.

ORGANIZE YOUR BOOKKEEPING

  • Prepare and send invoices to clients
  • Enter monthly transactions into bookkeeping software
  • Reconcile bank, credit card, and other account statements
  • Send reminders for paying bills on their due dates
  • Write and prepare checks to be signed to pay bills

ORGANIZE YOUR DESKTOP PUBLISHING

  • Design and print brochures and business cards
  • Create flyers, price lists, and other marketing documents
  • Lay out, printing, and mailing regular client newsletters
  • Prepare professional-looking certificates for seminar participants
  • Print labels using company logos or clip art

ORGANIZE YOUR DATABASE MANAGEMENT

  • Enter business card data into a database
  • Send an introductory letter to new prospect leads
  • Send scheduled marketing pieces to clients and prospects
  • Track marketing efforts and summarize the results in a report
  • Send regular follow-ups, reminders, and communications to clients
  • Call people for missing contact information
  • Send fax and email broadcasts

ORGANIZE YOUR TELEPHONE AND FAX SERVICES

  • Receive telephone calls while a client is out of town
  • Forward important messages that require immediate attention
  • Retrieve voice messages and responding to routine requests
  • Receive and handle faxes while a client is out of town

ORGANIZE YOUR TRANSCRIPTION SERVICES

  • Type letters and memos from tape or handwritten notes
  • Type legal transcripts from cassette tape
  • Type medical reports from tape or handwritten notes

ORGANIZE YOUR WORD PROCESSING

  • Type handwritten notes from a meeting or seminar
  • Type letters, printing on stationery, addressing, and mailing
  • Proofread, edit, and check spelling / grammar
  • Lay out larger documents

ORGANIZE YOUR MARKETING SERVICES

  • Send out the appropriate sales brochures for inquiries
  • Create and mail a customer feedback questionnaire
  • Track the responses to this questionnaire
  • Summarize the responses and suggestions in a report

ORGANIZE YOUR INTERNET SERVICES

  • Maintain a newsletter subscription database
  • Post announcements and newsletter issues to the list
  • Perform an internet search for an item or piece of information
  • Edit or upload new information to a website

ORGANIZE YOUR MAIL AND EMAIL SERVICES

  • Retrieve email and mail, sort, and get rid of junk
  • Respond to routine email requests
  • Forward items of importance to the client for attention
  • Track and forward urgent issues while client is out of town
  • Prepare packages and mail out products as orders arrive

ORGANIZE YOUR RESEARCH

  • Research potential locations for an upcoming seminar
  • Find which locations have the appropriate dates available
  • Find which can accommodate the size and type of event
  • Research the services available (decorating, food, entertainment)
  • Obtain written quotes and specifications from each location
  • Monitor periodicals and clip articles of interest
  • Visit the library to copy specific articles

ORGANIZE YOUR PERSONNEL SERVICES

  • Send reminders for annual performance reviews
  • Prepare or update resumes and introduction letters
  • Review resumes and summarize each in a short biography
  • Sort resumes for a job according to pre-arranged criteria

ORGANIZE YOUR PRESENTATIONS

  • Prepare PowerPoint slides from sketches of diagrams and charts
  • Send questionnaires to seminar participants before the talk
  • Track completed questionnaires and call non-responders
  • Summarize the questionnaire results in a report

ORGANIZE YOUR SECRETARIAL SERVICES

  • Confirm upcoming appointments
  • Schedule or reschedule appointments
  • Get directions for a meeting or appointment
  • Store back-up computer tapes for safekeeping
  • Track birthdays, anniversaries, and other important dates
  • Send out the appropriate cards or gifts for special events
  • Manage lists of necessary office supplies and ordering refills
  • Coordinate air travel, car rental, and hotel reservations

Posted in: Organizing

RSSComments (2)

Trackback URL

Leave a Reply


four × 4 =

0 Flares Twitter 0 Facebook 0 Google+ 0 Pin It Share 0 StumbleUpon 0 0 Flares ×