#TEAMS365 #2115 –Getting Organized in The Remote Space: Systems at the HEart

This week’s Tuesday blog post continues along the pathway of working productively in the remote space. Today’s topic is about getting organized in remote space.

Working remote may mean a smaller office footprint than you might have been used to, or a more open workspace which is shared with friends and loved ones.

Keeping focused, keeping things secure, and keeping things organized are key for success. In today’s post, I’ll cover five areas you might want to consider as it relates to getting and keeping organized:

#1 – Files – From our paper-based files, to electronic ways, we file and access information, keeping files in check is critical.

#2 – Version Control – When working with other team members in collaborative documents being able to access and work on the most up-to-date documents is key.

#3 – Build in time for planning – Planning often falls to the bottom of the list for remote work. When boundaries are fluid by us working odd hours with our stakeholders across the world, the ability to build in time for planning is important.

#4 – Consider Batching – Remote workers are often pulled from task to task, especially if we become reactive around key tasks coming in via email.  A challenge for the remote team today is ensuring that we do make headway on all the different tasks involved such as the more focused, deeper work required for tasks.

#5 – Keep on top of rote tasks – Reporting, finances, filing etc. Dedicating 15 minutes to more rote tasks regularly can help to keep the clutter (physical and mental at play). Physically also filing things in an orderly fashion -i.e. a box for receipts – can also help to diminish the mental clutter created by the open loop of invoices which have not been entered.

One final thing to keep in mind in terms of getting more organized = systems. In PlanDoTrack, I point to the importance of five main areas of systems for entrepreneurs and other remote workers. Consider these areas:

1. Financial systems – Invoicing, Accounts Payable, Cash Flow, Accounts Receivable etc.
2. Client and Stakeholder systems – Connecting with and sharing information with others – this might include things such as email templates, contact lists, meeting notes, past reports on collaboration.
3. Marketing – Websites, Social Media Feeds, Frequently Asked Questions
4. Content – Do you know what you have created? Do you have an accessible listing of what there is?
5. Sales – What do you notice about sales? What can generate more? What follow-up do you have with those you have sold to?

I'm adding on the other area you may find useful which is Project Management - What can you do to make your project flow and communication work for effectively? Are thre apps or programs which will help you like Asana or Trello? These are two that we use here to manage our projects.

​What are the systems which are going to help you streamline and keep on top of your work?

IF you are a coach -  be sure to check out my recent article for the Coaching Tools Company newsletter which was just published on coaching business systems. You can read it here.

For more on this topic, be sure to check out section 3 of both PlanDoTrack (a planner workbook for remote professionals) and CoachingBusiness Builder (a planner-workbook for professional coaches)

Best,
​Jennifer

Jennifer Britt​on – Potentials Realized 
Leadership | Teamwork | Business Success
Author of multiple books including Effective Virtual Conversations (2017), PlanDoTrack (2019) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 
Join the conversation at the Conversation Sparker Zone - our online community where you can explore virtual and team issues, coaching, productivity and business development.
For those looking for tips, tools and ideas about remote work and support for your remote teams, be sure to check out these tags and resources.