First, realize that each day is going to be a “paper day” or a “people day”. Sometimes there is nothing you can do to change it.
Try to plan at least 3 of one type and 2 of the other type each week.
On a “paper day”…
1. Go through all your paperwork and place post its on each paper.
2. Write the specific action to be taken on each post-it.
3. Have three files (green, yellow, red)
- Green = Take Action
- Yellow = Waiting on other’s or Pending
- Red = File (remember to file by company name)
4. Organize your computer Email & My Documents folders –
a. Create files by each company that sends you email.
b. Drag all of your correspondance into the corresponding company file.
c. Use follow up flags on your daily email (green = take action…)
d. Put every person in you “contacts” file.
e. Keep attachments with emails.
5. Think like a “Sushi chef”…. only have one thing that you are working on in front of you or on your desk. Put all other papers in one of your colored files.
Instead of an “inbox”, all papers start in your green file. Work hard to move them out of that file. But just keep your post-it specific about what you need to do next with that paper.
On a “people day”…
1. Make your calls.
2. Circulate through the office and “check in” with others.
3. Take someone out to lunch.
4. Expand your network – personal and professional.
5. Check in with family.
6. Try to get out of the office…remember…you are a “people” too!