Keeping Organized- Tracking What You've Done

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Discussion Overview

The thread centers around various methods participants use to stay organized while managing multiple tasks related to their cooking shows and Pampered Chef business. Participants share personal experiences and tools they utilize to track their responsibilities effectively.

Discussion Character

  • Anecdotal
  • Opinion-based
  • Exploratory

Main Points Raised

  • One participant, identifying as a consultant, discusses the challenge of juggling tasks and expresses a desire for a simple tracking solution.
  • Another participant shares their experience of using a printed monthly calendar from the Pampered Chef website to keep notes and appointments organized.
  • Several users mention writing tasks down on oversized calendars or loose-leaf paper to alleviate stress and improve memory.
  • One participant describes using accordion folders labeled by task to organize host information and track progress on tasks.
  • Another participant highlights the usefulness of a specific memo pad for separating tasks, errands, and contacts.
  • One participant notes the importance of finding a single organizational method that works for them, especially as they transition to a more demanding role within their business.
  • Another participant mentions creating manila folders for each host, including contact information and a checklist of tasks to streamline their process.

Areas of Agreement / Disagreement

Views differ on the best organizational methods, with no clear consensus emerging on a single effective approach. Participants share a variety of personal strategies that work for them individually.

Contextual Notes

Participants come from diverse backgrounds, including those balancing full-time jobs and parenting, which influences their organizational needs and strategies.

Who May Find This Useful

Consultants looking for ideas on how to manage their tasks and stay organized may find the shared experiences and methods helpful.

esavvymom
esavvymom
Staff member
Messages
7,881
I've got a "good problem" I'm trying to figure out a quick/simple solution for.
Now that I have several cooking shows I've been 'juggling'- between host coaching, customer care, prepping shows, closing shows....How do you keep track of the tasks you've done, what you have to do, etc.?

I find that I'm juggling so many things (I'm a stay-at-home mom) and I may not jot down notes or to-dos...or "did I mail those invitations?" *lol*- ok that only happened once, but you get the idea.

PC has a great Customer Care Call Log- but I'm wondering about something similar for the regular tasks.

What works for you to stay organized with the multiple tasks?
 
Someone suggested at our last Cluster meeting ...to print off the Website the monthly calendar under "downloads" and use that for your notes, phone appt, duties! This way you could also take it with you if need be. I decided to try using the calendar on PPP...that way it's not ANOTHER place to go! I just know that for myself...I don't like things in too many places. I'm currently going through 4 days of drawing slips from Vendor Fairs that I just did...I sorted, wrote notes on the back, now I'm entering those I definitely need to follow up at a later date into PPP as a contact/task. Looking forward to seeing others ideas here...I been struggling with this for 8 years, I'm a single mom and work full time also...so it's, just as you...a true balancing act!!!
 
I write everything down on a oversized calender and then right before bed - I let the dog out - I lock the doors - turn out the lights and then I set at my desk and write down things that I need to do - I write it on wide ruled loose leaf paper - telephone calls, shopping, ordering, cleaning, appointments, visiting, etc.

I have been doing this now for about 4 months and it has been great

I am not saying that everything get done but it takes alot stress off of me. I don't have to remember everything

And when it is time to go to bed - I can stop thinking about what I need to do the next day because it is now written down

:chef:
 
...ha ha....I also CONTACTED those people on the drawing slips! See what I mean about too many places!!!!Good Luck...I too could use some ideas!!!!
 
  • Thread starter
  • #5
cindylpal said:
Someone suggested at our last Cluster meeting ...to print off the Website the monthly calendar under "downloads" and use that for your notes, phone appt, duties! This way you could also take it with you if need be. I decided to try using the calendar on PPP...that way it's not ANOTHER place to go! I just know that for myself...I don't like things in too many places. I'm currently going through 4 days of drawing slips from Vendor Fairs that I just did...I sorted, wrote notes on the back, now I'm entering those I definitely need to follow up at a later date into PPP as a contact/task. Looking forward to seeing others ideas here...I been struggling with this for 8 years, I'm a single mom and work full time also...so it's, just as you...a true balancing act!!!
Click to expand...
That's funny...I JUST found that calendar in the Downloads! I'm going to try it out. I had purchased a bound planner at OfficeMax, but I'm going to return it and just print my own from PC. I also found their Host Info Form that gives one page to track all the steps with Host Coaching by checking them off, and making note of the dates I made the calls. So at least that way I can know what I have and have not talked about or if I've sent the invites. :D.BY the way- I see in your profile cindylpal that you are from Algonquin Illinois! What a small world.?! My husband grew up there and his folks still live there (been in the same house for at least 30 yrs). We spent the week with them the week of Nat.Conf.
 
On the Eastside (older part of town)...might be neighbors??? I'm right off of Rt 62 and Eastgate...been in my home since '85!
 
  • Thread starter
  • #7
cindylpal said:
On the Eastside (older part of town)...might be neighbors??? I'm right off of Rt 62 and Eastgate...been in my home since '85!
Click to expand...

They are on the other side of the river- off of Huntington Dr/Hwy 31- a few blocks past the top of the hill on Huntington. We love to walk to the park at the top of that hill and look out over Algonquin and the river while the kids play at the park. :D
 
...well Bobby, keep in touch! Best of luck to you...sounds like you're off to an AWESOME start of your business!!!Now if we could just get ORGANIZED!!!
 
I had an idea in a dream the other night that I think I will try for organizing.. I have a number of six part accordion folders. I am going to label each section with a task. I'll have a sheet of paper for each host with her contact info and notes. Each section will have the task and the paper will be under the task that needs to be done. As the task is done, I can note it on the sheet (along with anything else I need to remember about the host or show). Then it will be moved to the next section. Once the show is over and all the customers have their items, I can transfer any notes I need to P3 and shred or file permanently that host. Now to implement it :)
 
This probably isn't quite what you need but...

Michaels right now has these "3 memo pads in 1" and one of them is Tasks/Errands/Contact. They are like $2 or $3 and they are in that aisle of $5 and under stuff. Anyway, it's spiral bound but tri-cut. I like it because I can separate out what I need to do vs. where I need to go vs. who I need to call.

I might have to go back and stock up on a few before they change out that aisle!
 
I think you need to just keep trying different things until you find SOMETHING that works for YOU!!! I know for myself, it can't be all over the place...I need to go to one place! I work full time as a Job Coach within our school dist....that's my goal before the end of summer, is to TRY and organize my PC things....I went from Consultant - to Team Leader in these past 2 months, and I've got to be more prepared for when I'll have less time during the school year. Just went through all my "documents" tonight...weeding through and deleting...placing in files...sometimes I feel I waste soooo much time just LOOKING for something I know I have!!!
 
When I set up a show I create a manila folder for the host. I put the host's name on the tab. I put the host's contact information in the folder. On the front of the folder I place a 2 x 4 label with a list of my host-coaching tasks. I check off each one as I do it. I keep those folders in a vertical file on my desk in order by show date. This helps me to check quickly on where I'm at in the process for a particular show. It also saves me those moments of panic when I can't remember if I did something. It's working for me right now.
 
  • Thread starter
  • #13
cindylpal said:
Just went through all my "documents" tonight...weeding through and deleting...placing in files...sometimes I feel I waste soooo much time just LOOKING for something I know I have!!!
Click to expand...

That is the story of my life!

Rae- I like your idea. Very simple! And I have just started to create folders for each show/host. Adding the list to the folder would be very simple. I think I could easily combine that with a more effective planner strategy of keeping track of my to-do's.

Lots of things to think about and start figuring out what works for me.
 
raebates said:
When I set up a show I create a manila folder for the host. I put the host's name on the tab. I put the host's contact information in the folder. On the front of the folder I place a 2 x 4 label with a list of my host-coaching tasks. I check off each one as I do it. I keep those folders in a vertical file on my desk in order by show date. This helps me to check quickly on where I'm at in the process for a particular show. It also saves me those moments of panic when I can't remember if I did something. It's working for me right now.
Click to expand...

Awesome idea....I'll stea....I mean borrowing it! ;) I had a pretty good system, but this one seems easier plus everything is in one spot.

Question, what do you do with all of it once your show is over? I have another accordion file system for closed shows.
 

Frequently Asked Questions

How can I effectively track my sales and orders in Pampered Chef?

To effectively track your sales and orders in Pampered Chef, consider using a spreadsheet or a dedicated sales tracking app. Record each order's details, including customer information, product purchased, and date of sale. Regularly update this information to maintain an accurate record of your sales performance.

What tools can I use to stay organized with my Pampered Chef business?

You can use various tools to stay organized, such as Google Sheets or Excel for tracking sales, a planner or calendar for scheduling parties and events, and customer relationship management (CRM) software to manage customer interactions. Additionally, Pampered Chef provides resources and tools on their consultant portal that can help you stay organized.

How often should I update my sales tracking records?

It’s best to update your sales tracking records as soon as you complete a sale or receive an order. This ensures that your records are current and accurate. Regularly reviewing your records weekly or monthly can also help you identify trends and adjust your strategies accordingly.

What information should I include in my tracking system?

Your tracking system should include customer names, contact information, order dates, product details, payment status, and any follow-up actions required. Including notes on customer preferences or feedback can also be beneficial for future interactions.

How can I use my tracking records to improve my sales performance?

You can analyze your tracking records to identify your best-selling products, peak sales periods, and customer buying patterns. This information can help you tailor your marketing strategies, plan promotions, and focus on building relationships with repeat customers, ultimately improving your sales performance.

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