Please Don’t Judge Me For This…

I’m a pencil and paper gal at heart. Only in the last couple of years have I finally given up on my paper date book with the big squares and graduated to a digital version. While it certainly is more efficient to have it all at my fingertips, old habits die hard and I have often found myself under a pile of random notes on scratch paper. “It’s here somewhere!” I say, looking for the information I know is on the corner of a pink piece of paper, in blue ink and written sideways.

Is this a sign of ADHD? Probably, but that’s a topic for another blog.

I have made many efforts to organize my notes better. Countless folders, printouts and notebooks have passed my desk all with the promise of being the magic solution to end the paper pile. I mean, if I got hit by a bus, how would anyone figure out where anything was?

It’s a work in progress, and that’s healthy. Because when you are trying to accomplish anything–personally, professionally, financially or otherwise–it’s important to constantly re-evaluate your systems and processes to make sure they are keeping up with you. Is it working, or is it just familiar? Is it effective? Could someone else in the organization step in and know exactly what’s up? Here are some areas where it may be time to reassess your needs:

Password tracking / protection (we use Keeper Security)

Project / client tracking (especially if you have a team)

Social media and marketing creation and scheduling

Budgeting your personal and business funds

Invoicing Bill pay Tracking your expenses

Appointment scheduling (we like OnceHub)

What habits do you need to examine and adjust? What processes are you hanging on to because they are familiar? In the comments, share your struggle and any tips you have for developing good habits!