Organizing Your Business for a Successful New Year
I have been asked to speak to the Network of Entreprenerial Women in Louisville, KY. Here is the outline of my notes from that presentation. Happy New Year!
Getting your business organized for the new year (and catching up from the old year if necessary) is essential. However:
You do not have to already know how to do it all.
You do not need to feel embarrassed or stressed about your confusion, overwhelm or piles.
By decluttering and organizing your mind, your office and your calendar you can enjoy a great new year!.
Declutter & Organize your Mind, your Office and Calendar
Declutter your Mind
Let go of shame, blame, guilt
Recognize & release imposter syndrome
Enhance your memory & problem solving ability by eliminating negativity - complaining shrinks your hippocampus
Organize your Mind
Be intentional about your thoughts.
Remember who you REALLY are
Focus on what you DO want
Declutter your Office - your desk, your bag/s, your car
DELETE
DELEGATE
DEFER
Organize your Office - sort priority papers & project items
DIMINISH
DO
Declutter your Calendar
Remove duplicates, mismatches
Delete activities that do not serve your priority goals & highest good
Say no
Organize your Calendar
Block out time for health & wellness (ex: sleep, nutrition, faith, family, friends…)
Prioritize what brings money into your account
Schedule regular time for essential tasks that AREN’T your favorite
ASK FOR HELP Connect, Seek Advice, Delegate
“SCORE is a nonprofit association dedicated to educating entrepreneurs and helping businesses start, grow, and succeed nationwide. SCORE is a resource partner with the U.S. Small Business Administration (SBA) and the Small Business Development Center (SBDC)”. --score.org
Other women in business, including NEW Members
HELPFUL LINKS:
Retention Policy for Individuals from Patricia Wicke at Mather & Company Business Document Checklist from DMLO CPAs
Record Retention Guide from Louis T. Roth & Co
Greenway Shredding & Recycling & its support of the Crusade for Children
Go here to learn about it and submit your BOI report if you are required to do so: https://www.fincen.gov/boi
Amy Crittenden of Oasis Senior Advisors was at the N.E.W. event and offered this list of donation sites.
Because the needs and capacities of donation centers varies, I recommend that you check the website and/or call the center to confirm that the item/s you wish to donate are currently being accepted.
