Director Organizational Tips Needed

[pamperedlinda]

In anticipation of giving my business a huge boost, beginning tomorrow, by following Cheryl's advice and calling ALL of my customers (except one, but that's a long story - lol), I printed the P3 list of ALL my customers bugeye: 90 pages). I have it in a binder so that I can keep it neatly together and I will start making my calls tomorrow, late-morning. I plan to take it with me where-ever I go and make calls during my down time too.

I also cleaned my desk off today so that I could start working on my Superstar Pampered Chef Consultant status w/o clutter! (Ya'll will be reading about me one of these days....)

While doing this I realized that I am not as organized as I thought I was. In my new role as a Director, my current filing system needs a bit of a boost too. As of right now, I can see that I need to set-up a system to:

1) Keep better track of my team and recruits - I currently use index cards with their contact info (not gonna be enough)

2) Team Meetings: Now that I am going to have a part in planning and executing our meetings, I guess I need a file/binder for that too.

3) Monthly reports/stats - I still have no clue as to what they are or what I'll use them for. But, I want to be prepared.

4) Misc stuff: Cluster Calendar and.....


Do you all use a Binder System? What kind of tabs do you have in them? If you don't use a Binder System, how do you keep it all together and organized.

Thanks!

 

[Koolotus]

Thank you for asking this. The "office" part of my business is the thing that holds me back the most!
I can't wait to hear the answers!!!

 

[pamela]

it doesn't look good here in my office either....4 years of being a Director, I must be keeping track of things well enough, but I have never had more than 12 active consultants at one time, so it isn't hard!
I can't wait to see the answers from those with larger teams....Oh, Beth!!!

 

[jane]

I've been a Director for 3 years and I decided, that binders work great!
Binder for new consultants who I do 6 calls with(I have the Guide to Supporting New Consultants in the binder).
Binder for all my consultants with their goal sheet, getting to know (its a sheet I have the fill out), plus address labels. Because, I'm mailing post cards etc.
I even have a binder for leads for the business.
Binder for cluster calendar, this they fill out at the team meeting of shows they have for the next month.
As for papers in the office, I've been off this week from job at the dental office and I've been cleaning up my office.
Less paper the better, download and save what you want, such as fair, fundraiser, etc.
Oh, I do have an agenda for team meetings, I give assignments.
hope that helps,
jane

 

[baychef]

In anticipation of giving my business a huge boost, beginning tomorrow, by following Cheryl's advice and calling ALL of my customers (except one, but that's a long story - lol), I printed the P3 list of ALL my customers bugeye: 90 pages). I have it in a binder so that I can keep it neatly together and I will start making my calls tomorrow, late-morning. I plan to take it with me where-ever I go and make calls during my down time too.

I also cleaned my desk off today so that I could start working on my Superstar Pampered Chef Consultant status w/o clutter! (Ya'll will be reading about me one of these days....)

Ok for us who drift in and out...where is Cheryl's advice? I need it!! And may I have your autograph now so I can plan my retirement from selling it on e-bay when you get famous?!?!:approve:

 

[pamela]

Ok for us who drift in and out...where is Cheryl's advice? I need it!! And may I have your autograph now so I can plan my retirement from selling it on e-bay when you get famous?!?!:approve:

check out the "tell me I can do this" thread I started...there is some great info there, including Cheryl's!