Blog: Use Your Space & Conquer Office Workflow
Tips for a Home-Based Office: Activities & Client Status

• In dual-purpose rooms it is important to determine boundaries and zones. Without boundaries the office will take over the rest of the room.  Your office can even take over your whole home, if zones do not exist

• For artists, designers, architects, etc., separate the creative activity (drawing, crafting) from the work activity (filing, invoicing, scheduling) 

• Entrepreneurs often have several careers simultaneously.  Consider each business venture as a separate activity, enabling you to concentrate and focus on one "career" at a time

• Recommend each client be a separate folder, and it may be necessary to create subcategories of folders relating to contracts, invoices, work products, background information 

• If you need to track the status of documents related to multiple grants, reimbursements, projects, clients, etc., you can:
  • Create a file folder for each status (e.g., Review Order, In-Process, Invoice) of document, and when the status of a document changes move it to the next folder
  • Alternatively, designate a step sorter or small file box for each status of a client/project file, and when the status changes, move the file folder from one step sorter to the next

posted on: 3/31/2008 8:30:00 AM by Heather Cocozza
category: Business

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Use Your Space & Conquer Office Workflow

by Heather Cocozza

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About Heather:

Heather Cocozza is a Professional Organizer who organizes and designs tailored home and office solutions. She is on the National Association of Professional Organizers (NAPO)-WDC Board of Directors 2009-2010 and is the owner of Cocozza Organizing & Design, LLC. Prior to her organizing career, Heather Cocozza worked 13 years at IBM and PricewaterhouseCoopers as an ERP Project Manager and at times traveled extensively while her "virtual" twins were between the ages of 0 to 3.

Heather's Website:

CocozzaOrgDesign.com

Great Songs

• "Takin' Care of Business" by Bachman-Turner Overdrive
• Do Ya - Electric Light Orchestra (ELO)
• I Got a Feeling - Black Eyed Peas
• You Ain't Seen Nothing Yet - Bachman Turner Overdrive
• Give a Little Bit - Goo Goo Dolls