Organizing Pampered Chef Paperwork

Click For Summary

Discussion Overview

This thread explores various filing systems and organizational methods used by participants to manage Pampered Chef paperwork, including drawing slips and show files. Participants share their personal experiences and preferences regarding different organizational tools and techniques.

Discussion Character

  • Anecdotal
  • Opinion-based

Main Points Raised

  • One participant, identifying as a consultant, uses a metal mesh file holder for easy access to important paperwork and stores extras in a file cabinet.
  • Another participant transfers drawing slips to index cards for customer follow-ups, noting what they purchased.
  • One participant mentions purchasing a CD on time management and organization, expressing satisfaction with its value.
  • Another participant keeps all paperwork in a binder system, organizing it by categories such as future hosts and recruiting leads, which they find effective.
  • One participant describes using a stand-up filer for current show files and a small box for "people" information, with a method for filing closed show paperwork.
  • Another participant expresses frustration with their current filing system, stating that they feel disorganized.
  • One participant shares that they keep hard copies of drawing slips in an index card box while using a digital platform for other paperwork.
  • Several participants mention the usefulness of the CD on organization, with one attaching files related to the content discussed.

Areas of Agreement / Disagreement

Views differ regarding the effectiveness of various filing systems, with some participants expressing satisfaction with their methods while others feel disorganized. No clear consensus emerges on a single best approach.

Contextual Notes

Participants share personal experiences with different organizational tools and methods, reflecting a range of preferences and challenges in managing paperwork.

Who May Find This Useful

Consultants looking for ideas on organizing their Pampered Chef paperwork may find the shared experiences and methods beneficial.

E
elijahstrust
Messages
100
Can you all tell me what kinds of filing systems you use for PC paperwork...things like drawing slips, show files and more. Just interested in finding out how others are keeping their paperwork straight and easily accessible.

Thanks.

Dawn
 
I bought a metal mesh file holder that has 3 sections and leave it on my desk for the needed, easy accessible paperwork. Its working great for me right now.Came from Target.The rest are in a file cabinet,like the extras
 
Right now I transfer all drawing slips to index cards and use those for customers as well. I follow up with calls that way fairly well. I write down what they bought from who as well...
 
I recently purchased the CD called: Get it Together: Time Management and Organization off of the supply and paperwork order form. It was $2.00 and it was the best $2.00 you could think of spending! I recommend everyone getting it!!
 
I put EVERYTHING into PP. I do keep my hard copies of drawing slips, but I just keep then in an idex card box.
 
There is a CD on the supply order form that you can purchase. I can't remember the name of it, but it has organization in the title. It is a GREAT CD....
 
I have a huge pile on my desk! LOL

Actually, I have a stand-up filer thing where I keep my current show files and any info that I need at my finger tips. I also have a small (@4x6) mesh box on my desk that keep all my "people" info. I have sections for:
  • Current Host (a 4x6 that I made-up with their info) Once I close the show I have another 4x6 box in a drawer with A-Z tabs and I file that card in there for future reference
  • Recruit Leads
  • My Team

As far as DPDS - once I enter their info onto my computer, I throw them in a shoe box (I really should shred them though, my box is getting full and I rarely go back to them).

Once I close the show I staple all the paperwork together and file it in a big box in my office closet in show order. I've been tempted to toss these too....I'm not ready to let it go just yet.
 
Linda, you have a desk!?! You lucky girl!!!;)
 
Mine is all filed in boxes, soon to be moved to a real filing cabinent. I still just don't love my system though. I seem to have stuff EVERYWHERE!
 
I am using the binder system, and it works wonderfully for me. I have a binder for everything- for my DPS, I have a Future Host binder, with monthly tabs- I staple the DPS on a piece of notebook paper, and file it in the month I WANT TO CALL THEM. If they want a show in March, I call them in February. I LOVE this system because for once, I do not have to wonder where I put that piece of paper, and when I want to make booking calls, I just pull out the binder. I also have a Recruiting Leads binder, a current host binder, a flyer/notes binder, promotions, team Syverson Binder, Super starter binder (recruits within first 90 days), Adjustments, Promotions. This system, along with a visit from Janice, has enabled me to be organized for the first time in my life!!!!!
 
KimberleePowell said:
I recently purchased the CD called: Get it Together: Time Management and Organization off of the supply and paperwork order form. It was $2.00 and it was the best $2.00 you could think of spending! I recommend everyone getting it!!
Click to expand...

mrssyvo said:
I am using the binder system, and it works wonderfully for me. I have a binder for everything- for my DPS, I have a Future Host binder, with monthly tabs- I staple the DPS on a piece of notebook paper, and file it in the month I WANT TO CALL THEM. If they want a show in March, I call them in February. I LOVE this system because for once, I do not have to wonder where I put that piece of paper, and when I want to make booking calls, I just pull out the binder. I also have a Recruiting Leads binder, a current host binder, a flyer/notes binder, promotions, team Syverson Binder, Super starter binder (recruits within first 90 days), Adjustments, Promotions. This system, along with a visit from Janice, has enabled me to be organized for the first time in my life!!!!!
Click to expand...

I believe the binder system is talked about in the CD. It is great! I have attached the word file that is from one of the speakers and another time management file that has a lot of good ideas in it.
Hope this helps!:)
 
Last edited:
caraighan said:
I believe the binder system is talked about in the CD. It is great! I have attached the word file that is from one of the speakers and another time management file that has a lot of good ideas in it.
Hope this helps!:)
Click to expand...

I'm trying to attach the files... not sure that I have the hang of it yet. :(
 

Attachments

caraighan said:
I'm trying to attach the files... not sure that I have the hang of it yet. :(
Click to expand...

:D
I guess it worked!!!
 
caraighan said:
I'm trying to attach the files... not sure that I have the hang of it yet. :(
Click to expand...

Thanks for the files! I have the CD but was listening to it in the car, so didn't take notes. You just saved me an hour listening to it again (which I probably will ANYWAY) just so I could get the notes and get my system organized. I'm working on it this weekend.

*Great CD by the way- highly recommend it for the $2 on your next supply order. THe Bookings CDs on supply order are also great too!!*
 

Frequently Asked Questions

How should I organize my Pampered Chef paperwork?

Start by categorizing your paperwork into sections such as sales receipts, customer orders, party bookings, and inventory. Use folders or binders with labeled tabs for each category to keep everything easily accessible. Regularly review and purge any outdated documents to maintain an organized system.

What tools can I use to keep my Pampered Chef paperwork organized?

Consider using digital tools like spreadsheets or organization apps to track your sales and customer information. Additionally, physical tools like file folders, binders, and a filing cabinet can help you keep your paperwork in order. Choose a system that works best for your workflow.

How often should I update my Pampered Chef paperwork?

It's recommended to update your paperwork regularly, ideally after each party or sale. This ensures that your records are current and helps you stay on top of your business activities. Set aside time weekly or monthly to review and organize your documents.

What should I do with old Pampered Chef paperwork?

Old paperwork that is no longer needed should be securely disposed of to protect customer information. For documents that you may need for tax purposes, keep them for at least seven years. Consider digitizing important documents to save space and make retrieval easier.

Is it necessary to keep copies of customer orders?

Yes, keeping copies of customer orders is important for tracking sales, managing inventory, and providing customer service. It also helps in case of any disputes or returns. Organize these copies in a dedicated section of your paperwork for easy access.

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