Organize 365® Podcast

This week, I want to teach you all about the green slash pockets in the Friday Workbox System. Green slash pockets are for financial responsibilities and repetitive administrative tasks.

At first, I thought green slash pockets were optional. I worked in direct sales for a long time, and I realized that most direct sellers did not look at the financial side of the business. We had a passion for the products and companies we were representing, but did not pay attention to the money. Unfortunately, many of us were not making enough sales to be profitable, and it was also easy to spend money faster than it came in on new samples and gifts.

Creative Memories introduced me to the idea of looking at my business finances on a monthly basis. By keeping my sales and purchases organized, I was able to know every month if I was making a profit or experiencing a loss. This simple financial organization was the inspiration for the Organize 365® Annual Income & Expense Binder.  Money in the door is not profit, and it is vital to update the financial situation of a business at least monthly to ensure your financial picture is realistic. 

Not everyone owns a small business or deals with financial tasks as a part of their work. When not used for finances, the green slash pockets are repetitive administrative tasks that need attention on a regular basis. Tasks repeat at different intervals in different work settings, but consider what tasks you do over and over every day, week, month, quarter, and year. Creating checklists and systems for ensuring these repeating tasks are handled will improve your efficiency and productivity. 

As you begin to reach your maximum capacity at work, I recommend hiring an administrative assistant or an executive assistant. These staff members can begin to take over these repetitive administrative tasks, especially those that are easy to explain and delegate. Training someone to handle your email, calendar, correspondence, and errands is an investment in leveling up your own capacity for your most important work. Having your checklists established helps ensure your assistant is cost-effective. 

Despite having over twenty team members at Organize 365®, there are administrative tasks I must do every single week. I share more detail in the podcast, but I still need to ensure that every week I make time for email, errands and orders, checklists, and my Friday Workbox. 

My Friday Workbox time is not optional. This is the time when I review all of my slash pockets and active projects, update my calendar, plan time to work on each slash pocket in the upcoming week, and update all of my meeting agendas. I need to ensure I move projects forward so our company stays healthy. 

Effective and productive work is the result of good habits and systems. If you want to succeed at work, your green (administrative) work is not optional. 

Direct download: Org365-444.mp3
Category:general -- posted at: 8:00am EDT