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"...Continuation of "Organize your Office" series to get a Fresh Start for 2010! "

B. Daily Working Files

Keep these files near your desk, within arm's reach.  These are files that you'll access frequently throughout your work day.

1. Daily To Do Tasklist

2. Calendar of Upcoming Events

3. Current Projects in Progress

4. Tickler:

  • Due within the Week
  • Due within the Month
  • Due within the Year

5. Invoices Due (Accounts Receivable):

  • Currently Due
  • Late (30+ days)
  • Delinquent (45+ days)
  • Unpaid (60+ days)
  • In collections (90+ days)

6. Forms & Blank Documents (keep in sheet protectors in a binder near your desk).

7. Newsletter / Blog

  • Ideas for upcoming issues
  • Returned mail addresses / bounced email address

Hope this helps you get a fresh start with your office in 2010.  Stay tuned for Step C, "Working Files in File Cabinet". 

Regina P. Brown
Broker, Realtor®, e-Pro
Author of eBook "Stop Foreclosure Fast: Solutions to Save your House"
Author of forthcoming book, "Virtual Office Guide for Business Professionals:  Work & Profit from Home"
Join & post to my NEW ActiveRain group at http://activerain.com/groups/virtualoffice

Enjoy my NEW Book:

                         

  

Text copyright © 2010 R.P. Brown, All Rights Reserved

Page copy protected against web site content infringement by Copyscape 

Regina P. Brown
Broker, Realtor®, e-Pro
California DRE # 00983670
Join & post to my NEW ActiveRain group at http://activerain.com/groups/virtualoffice

www.CalCoastCountry.com

   

www.RealtyProAcademy.com

             

Text copyright © 2011 R.P. Brown, All Rights Reserved

Page copy protected against web site content infringement by Copyscape  

 
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5 Comments on Step B. Daily Working Files

JAN
14
2010
751,907 Points 7 Featured Posts Localism Sponsor Outside Blog Called Shot Master

Regina, all my files and forms I need are right near my desk in a 2 file drawer credenza.  I love my office, and it keeps me very organized.
10:51am • #1
Outside Blog

Well your posts on this subject got me all excited. But yesterday I had to take everything off my desk at home so the computer repair person had space to work. Now all the stacks on and under the desk are on the family room floor. I sat and sorted through some of that last night and found several things I had been a bit frantic about--including the book I bought last year about how to organize anything/everything. The author comes at the subject from the standpoint that no, we're not bad people. We just have long-ingrained issues that we have to understand first. I know mine. I need an immovable deadline. When that pressure is on, I steamroll through things. Now that I understand that, I can set my immovable deadlines myself.  The items you suggest might work well for R.E. agents sounds like most of them can work with my style and accomplish what I've been wanting to do all along. Thank you Regina.
5:46pm • #2
228,471 Points 10 Featured Posts Localism Sponsor

Sherry, I agree with the "immovable deadline" part.  If you set a deadline for yourself, it's easy to keep pushing that date out.  But if you set a tax appointment with your CPA or Tax Preparer for JAN 15th, then that will give you the motivation to get it done early so you don't miss your appointment.  You now have someone else to hold you accountable!

Regina Brown
6:46pm • #3
APR
03
2010
405,763 Points 2 Featured Posts Outside Blog

I too have a file cabinet right under my desk. It keeps everything within reach.
11:02am • #4
228,471 Points 10 Featured Posts Localism Sponsor

Robert, good idea!
4:55pm • #5

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