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How To Organize Business Documents : How to Organize Important Documents
Poziom:
Temat: Biznes
Hello, my name is Melissa Schenk, and on behalf
of Expert Village, today we're going to talk
about how to organize your business documents.
In this clip, let's talk now about organizing
business documents that are readily needed.
Of course, a little bit different here, we're
not talking about filing things away in a
file cabinet, these are going to be documents,
items, that you're going to need readily,
that you might need if your client calls you
on the phone and you need to pull out their
file. Obviously it would be an active file.
Perhaps, depending on your organizational
skills, it's something that you want to have
on the top of your mind, a top of the mind
awareness, so you don't want to forget that
you want to call that person, or that you're
supposed to call them in a couple of weeks.
Even though it's in your date book, I'm sure;
you might want to have it on your shelf somewhere.
What I tend to do, on my shelving unit here,
is that I keep different clients in different
piles. I'm sort of a pile person, I even pile
things on the floor, but they're in separate
piles - they're not in a great big pile, they're
all in separate, small piles. There's a difference.
Anyways, on the shelves, for instance, I like
to use shelving units or different types of
shelving units. What you see here is I tend
to keep a couple of different clients, active
clients, separate, so I put all of their work
in one of the bins here, but I know that this
is Client "A", this is Client "B", when they
call I can pull their file out, we can discuss
it, go over a script, and we're good to go.
At least then I've got it right there at my
fingertips instead of having to go fishing
out of a filing cabinet, because it's active.
If you're working out of your home, or you're
thinking about personal filing systems, like
bills and such, you might, once a month, tally
up all of your bills. So you might make yourself
an in or an out box. So, that's another thing
to consider as well. Some other things to
have readily accessible, if it's on your desk,
you can have some fancy containers. You can
see here we've got a binder here, for instance.
But these are things, items, which are all
readily accessible.
