Steve McKnight's
Property Apprenticeship

Best tips for organisation

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Maree72
Best tips for organisation

I would love to hear people's tips and recommendations for organisation. What is your number one technique that works for you?
I ask this with respect to business, life, study, management etc...
Is it technology, paper,  - what do you use to not only stay organised, but ensure that things get completed by yourself or others 
Thanks in advance :-) 

janecav
janecav's picture

My husband and I have a calendar on our fridge. A week in advance, we each pick a couple of nights to cook. It really takes the pressure off us because we know when the other person's got it covered. 

It will be interested to read your other replies and maybe pick up some good ideas! Good thread. 

eilatan28
eilatan28's picture

Im a big list maker !! I find if i think of something that i need to do or someone to call, i write it all down. that way i know where i am in what i still need to do and i dont feel so overwhelmed by it all. like janecav I also meal plan. On a sunday night we write our menu as a family for the week and make a shopping list of what we will need. We only shop with a list to limit our spending even though i swear food keeps getting more and more expensive!!! I also bought myself a massive filing cabinet which has definantly helped with the mess factor, but im still working on my ' file as i go' system. I tend to make a big pile and then about once a month i will file it all accordingly. I have different cork boards in our office ( one for home bills, and a different one for each of our properties) that helps to seperate out all the mail / paper for them.

ChrisA

I have to ditto everything eilatan said above.

I make lists galore - helps with keeping everything on track - what needs to be done, shopping, cooking.

I am very organised with my filing. If a file looks as though it is becoming too big, then I look at what the file contains and make sub files. For example with my tax records, rather than keeping everything 'in the shoebox' until 30 June, then organising it, I have worked with my accountant to determine what categories she requires the information in, then keep files for each category - much easier than relying on my memory at 30 June to determine what 'such and such a receipt' was in relation to!!
Cheers,

Kyron Gosse
Kyron Gosse's picture

Since everyone is so in love with lists, how many of you have used www.workflowy.com I thought it was really cool

Financially free by 22/05/2017

Maree72

I think the workflowy process will be pretty awesome - look forward to having more of a play on the site - great link
Thanks :-) 

eilatan28
eilatan28's picture

LOVE IT !!!

Kyron Gosse
Kyron Gosse's picture

here's another really simple one you will love www.printablechecklist.org

Financially free by 22/05/2017

Kyron Gosse
Kyron Gosse's picture

I have a folder for just about everything, properties i have looked at, properties I have put offers in on, properties I own, finance info etc... all up I probably have 12 folders which don't all fit in their rack. Not to mention all the different folders I have on my computer.

I also have a corkboard/whiteboard I keep the monthly calendar on the corkboard and then I have drawn a weekly plan on the whiteboard and update it every week and as things pop up. 

Financially free by 22/05/2017

Tom

I find I use many similar systems to those who have posted previously. Perhaps not a lot to add but I liked the topic and couldnt resist. My filing cabinet is a little out of date and needs some re-organisation but I use lists all the time, probably my number one organising system. I also have a number of folders for bills and paperwork that I have dealt with recently and a weekly planner that I find I need to update regularly for it to work and be useful. I definitely find writing things down as I think of them (lists) and then making time to sit down and look at things and organise my time is a big factor for me. Interested in what works for everyone else.

Tom.

Maree72

Thanks for contributing - lists are awesome, fridge calendars essential and meal planning a must..... :-)
I have worked with some of the most amazingly organised people and each of these individuals whilst embracing technology still relied on the paper and pen for their organisational tasks.
Earlier in the year for my personal organisation I was using technology, but I am back to my trusty diary in hard copy, the fridge calendar and the communication dairy in the business.
In our business, our properties and personal life it is the hardcopy and hand written words that seem to win each time...... I feel a little young to say that I am old school, but I find writing things down helps me remember, where typing things into my phone really helps me to forget :-)
Having the twins and managing everything else was my kick start into super organisation and I am hoping 2013 is the year for bringing everything together in an efficiently structured system that is even more supportive to our business, investing and lifestyle goals. 
Here is hoping some more people give their pearls of wisdom....
Maree 

Tom

Totally agree with writing things down. Thanks for the reminder about using a diary - a tool I have never been that enthusiastic about until recently. Research shows that people tend to remember things better if they write them down as compares to typing on a keyboard. I still use my phone to remind me but unless I use the alarm function I do tend to forget. Written information is also the best way (in my opinion) to remember study materials - hence why we did that so much at school. I must say that organisation has not been a strong point for me in the past but this course has helped me to put some focus into it to ensure I spend time on the materials and get things done.

LDM5162
LDM5162's picture

I use most of the above, but I have found that a daily 'to do" list on my phone is a great reminder at the beginning of each day.  Stops me walking out the door without some salient folder or doc.  Also use Dropbox to transfer docs between my computer/laptop/phone etc.  Love this app !
Cheers, Lee
Merry Christmas to all. x

Simky
Simky's picture

One piece of advice I received which I love is before going to bed write down 3 "must do" things for the next day, these are your not negotiables. helps keep your day on track. I could not live without outlook and my Outlook Calendar, which keeps all appointments and schedules in one place, my husband sends me his also and they are all colour coded for actions required, its a must with 3 Children and busy after school activities etc. I also love Lists :) Meal planing and to do are my top two. Simone 

ChrisA

I also love the email calendars (hotmail, outlook etc), as it allows me to schedule 'to do's' months in advance. I am quite often scheduling to do's or appointments months in advance so I don't forget that in month X, rent should be increased for property Y or the periodic inspection is due on property Z. The simple email that appears when that 'to do' item is due is invaluable.

I think this could happen just as easily in a paper diary, however, I do like keeping the appointments on my computer calendar as the appointment keeps annoying me until I do it or delete it.

Brenton in MEL
Brenton in MEL's picture

I'm a big fan of lists and I use 'Task Pro' on the iPad and iPhone. Because the two devices are 'synced' I can update either and the master list in the cloud is changed. It means I've always got my lists with me and they can be set with due dates and alerts that pop up. Truly fantastic app! Simple, but allows you to 'nest' tasks as you see fit.

Kyron Gosse
Kyron Gosse's picture

After reading a chapter in module 4 about organisation I decided to convert all my property investing info to drop box. I now have the folder on every computer I need and have access to the info when ever I need it.

I have seperated it out into a folder for every property and then subfolders for the different stages I.e- Prepurchase, before and after reno photos, operating - lease agreements, latest valuations, latest rental appraisals etc.

I have also reorganised my email and "printed to file" all the relevant info that I have needed and saved those in the right folder in drop box too.

The other benefit is that when I do a joint venture all I have to do is share that one particular folder with the other party and they immediately have all the info on hand too which is automatically updated when either of us adds to it. 

Financially free by 22/05/2017

gpfstuff

Hey all,
Thanks for the posts, this has definitley inspired me to get my 'unorganised life' organised. It is great hanging around like minded people'
Cheers!!

traubenheimer
traubenheimer's picture

May I ask why pay for DropBox instead of using SkyDrive and/or GoogleDocs?

Kyron Gosse
Kyron Gosse's picture

I don't pay for drop box. There are plenty of other similar products if thats what you choose. I just like drop box as it is so easy to use and easy to share.

Financially free by 22/05/2017

bethp

I write a daily tasks list the night before, keep a small paper diary for appointments, must do stuff and financial dates of paymentsetc. If I don't get everything done, it is not forgotten but kept on a list for reallocation.

i cook large quantities and freeze in meal size portions - great for single people or if coming and going. I eat vegie soups, lentils dahl a lot in winter - inexpensive, nutritious and easy to freeze/defrost. In summer, salads are fast to make.  I keep easy healthy foods on hand, like canned fish, eggs, fruit and vegies.

regsrding exercise, I gym or walk, I no longer argue with myself re if I am too tired, I just put on the right shoes and go. I plan only 20 minute walk and 30 minute gym, so less excuses re not having time.

I also try to "meditate" twice a day by lying down for five minutes and deep breathing and trying to relax. If I find it is not relaxing me enough, I have a twenty minute tape I like which helps train you to release tension.

it is so important to look after your health too whole being busy and taking on new challenges.

i have one filing cabinet drawer of stuff like house insurance, all clearly labelled alphabetically and put new stuff at the back of the folder so it is in the right order for hauling out and culling or filing later.  I have a box of " old stuff" that needs retaining for tax etc all in one place.  I keep ring binders with clearly labels stuck on to the front and the spine. I try to keep subjects colour coded but that is a bit out of kilter right now. 

I also periodically "clear clutter" and try not to have an excess of built up stuff, eg I haul off a few bags of clothes, bric a brac and books to the op shop every 6 or 12 months. On my computer or phone, if I see stuff I don't need to use any more, I immediately delete it.

i am still not as organised as I would like to be, but getting systems going, sure has helped. Have Manila folders of incoming stuff like bills etc that need to be dealt with.