Organizing Your Workspace for Success ~ The Do’s and Don’ts

by Kathi Burns, cpo®

Organizing Your Workspace for Success ~ The Do’s and Don’ts

Navigating your way through the massive changes of 2020 might seem overly complex with roadblocks at every turn. 

The secret to finding your way forward right now is to simplify your life and release the clutter (which I lovingly call muck) and any old patterns. Doing this will pave the way for increased success and new-found freedom. 

For many of us, including myself, this completely new routine of working from home and communicating with clients only remotely came as a big surprise. Let’s face it: for almost everyone, even those with online businesses, a lot has changed since March. For some of us, this is a whole new way of doing business. 

If you feel like you can’t quite get into the groove and move forward quickly with less stress, I have put together a list of professional organizing do’s and don’ts. These tips will help you readjust your life so that you can more easily compete and thrive in this new business environment.

The DO’s

Get started now. The best place for you to start will be to nudge and budge your most persistent block. Get rid of the biggest monkey on your back, and you will see very clearly what to do next. If there is something in your office space that bothers you every day, take the time now to deal with it. Whether it is a bad chair, an old keyboard or a desk overflowing with business cards, this is the time to make change.

Be willing to change your attitude about change. Learn to embrace a new perspective. You will soon be open to new possibilities and can create your life based on your true skills and passions. It doesn’t matter where you begin, every environment where you live, work and breathe affects every other.

Create a system to keep your documents organized. If you don’t have an easy, effective system for organizing your digital documents or papers, you’re probably spending a lot of time looking for that lost invoice or contract ─ time that you could be doing the work you love and creating more income. Freedom Filer is the document organizing system I implement with 90% of my clients, and it works for everyone! If you want to implement a tried and true system to organize your documents, click here.

Keep moving forward. Even when it seems like you are not making progress, remember this: A rather small, seemingly insignificant change will propel you into larger-than-life results even when you least expect it.

Stand Up. When you are on an important call or Zoom meeting, stand up! You will appear more professional and compelling, and the people on the other side of the screen will definitely feel your energy.

Let go of old habits. I don’t know about you, but in March, when my life and my client appointments came to a screeching halt, I had the time to think about things I was doing automatically that did not help me grow my business. With this new-found extra time and space, I could see clearly what habits I had fallen into and should probably stop doing. I dumped a few crazy routines like going to five stores instead of one for groceries, limiting Facebook time and only going in to post etc. These choices made room for me to develop new habits and meet my goals faster.

Only spend time paying your bills once a month. If you can automate all of your payments — go for it! If not, call your creditors to see if you can arrange to have all of your bills due on the same day of each month. If your budget doesn’t permit this, ask if they can adjust the due dates to either the 1st and the 15th or the 5th and the 20th. If your bills are grouped into one-to-two periods during the month, you will only have to spend time paying them once or twice each month. If the due dates are spread throughout the month, your bills will arrive almost every day, and you will spend more time opening, filing, and paying them.

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Always sort your mail over the trash or recycling bin. This way, you can quickly chuck the useless propaganda, and it won’t clutter up any space within your home. If you want to nip paper clutter in the bud, sort your mail before it enters your house and toss the junk into the recycle bin outside!

Use a desk with at least one file drawer. We are not quite completely digital yet, and even the most streamlined businesses will have a few papers. File drawers will protect your desk from overflowing paperwork. Make sure to use hanging files. If you don’t, your folders fall down and slip around, making it impossible to retrieve files without a time-consuming investigation. If your desk does not come with a file drawer, make sure to buy a file cabinet. See the file drawer don’t below.

Keep business separate from personal. Work projects combined with bills and personal correspondence can create a very messy environment. Making an actual physical boundary between work and personal tasks and papers will help you switch out of personal mode, and your productivity and concentration will increase dramatically.

If you need to have personal and business papers in the same room, keep them physically separated. Think left and right separation. In my experience, top and bottom do not seem to be as effective. Some people can keep personal and business papers in the same workspace. If this is the case, I would recommend an L-shaped desk configuration, with personal papers to the left of the monitor and business to the right. If you try this and find you are becoming easily sidetracked with personal projects, set up another desk for your personal correspondence, perhaps behind your main workstation, so it is not directly in your line of sight.

Ditch your PJ’s and get dressed. Take the time to change into street clothes before you begin working in the morning. You will be surprised how much more you get done when your body wakes up, and your brain automatically shifts faster into work mode.

The Don’ts

Use “pretty” or decorative file baskets for your paperwork. File boxes pose several hazards: You pile things on top because you don’t take the time to remove the lid so that you can actually file. Sound familiar? Most of these items also tend to fall apart and don’t have rails for hanging file folders, which means they end up with piles instead of files!

Check your inbox first thing in the morning. Never pop into your inbox until you have a plan for your day. Every e-mail you receive is a call for you to take action — read, respond, task, etc. E-mails are always reactive, so please never start reacting until you are prepared to be proactive, which means you have a plan, and you intend to stick with your plan. If possible, keep a timer when you enter the e-mail zone and set your intention for being there only for a set amount of time.

Keep your e-mail, Skype, messenger or other app notifications turned on. If you want to get more things done throughout the day, turn off your notification beepers. Constant noises, bells whistles etc. are a huge distraction and will disrupt your concentration. FYI, every interruption you experience takes at least three times that amount of time to get back to your thought process.

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Work on a desk or desktop that is covered in clutter. The pro rule of thumb is to have at least 60% of your desk surface area, as I like to say “open for business.” Right now, you may not realize how much your energy is being drained by the chaos in this area of your life. Even if you aren’t aware of it, clutter is a distraction. Being disorganized is stressful, filling your mind with niggling thoughts about whether you remembered to pay a bill, make plane reservations, or send out an invoice. Ultimately, this is a drain on your creative reserves, and your ability to focus on growing a successful business.

Work without a proper database for your contacts. There is nothing more important than setting up an effective database. Most people spend way too much time searching for contact information when they need to make a call or send an e-mail quickly. Develop a contact database that includes more than names, numbers and e-mails. Also, sort and organize your contacts into categories. Common categories might include Family, friends, vendors, networking and colleagues.

Let your cable and cords overtake your workspace. Try to contain your collection of cords all within one box. Here is a good rule of thumb to tackle your cord collection: if you have never used the cord, it is still wrapped in its original plastic bag or twist-tie, all of the equipment it came with works without it now, it has been over one year, and you are not setting up a new office, you can probably let it go.

Have your office supplies scattered around and about your workspace. Use a closet or bookshelf to gather all of your supplies into one area. A closet outfitted with floor-to-ceiling shelves is the ideal storage area for your supplies. If you don’t have a closet, however, you can use a free-standing bookshelf. If you don’t like visual clutter, consider covering the cabinets with doors or with a curtain. Whatever kind of storage you choose, the most important task will be to keep all your extra supplies in this area. This makes it clear to you and everyone else using the office where to go to quickly find any supply.

Final Thoughts

The reality is this: you have the capacity for huge change and the ability to manifest everything that you desire. When you are organized and have systems put into place, there is nothing to keep you from succeeding, even during this crazy period of massive worldwide change.

Know this in your heart and move forward boldly. After all, the one constant factor in life is change. As Buddha stated, “Everything changes, nothing remains without change.”success freedom

If you want to dive deeper and set up your business systems for success, grab a FREE copy of my Amazon best-selling book, “How To Master Your Muck ~ Get Organized. Add Space To Your Life. Live Your Purpose!”

It was written with small business owners in mind, just like you and is free (you just pay shipping and handling).

Click here to get it now!

About The Author

kathi burns headshot

Kathi Burns helps her clients lead a fulfilled and organized life that combines both balance and freedom. She has published two books and her advice has been featured in multiple national media outlets including Oprah Magazine, Martha Stewart Living and Better Homes and Gardens, Entrepreneur Magazine and more.

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