Project Planning - A One Year Update

Last year I created a project planning video that showed you how I keep projects organized using a binder, tabs, and customized sheets that you’ll find here.

Has this or another system helped you keep your project planning on track? I’m pleased to report that I’ve not only stayed on course, I’ve also created a system to streamline my recordkeeping.

Tracking receipts and reconciling statements aren’t the most-glamorous duties, but they’re certainly necessary to know if your marketing efforts are progressing.

I placed pocket folders inside of a black binder. Both are available at any office supply store. Each folder holds receipts for each of my accounts; savings, checking, credit cards, and petty cash. I’ve set up two checking accounts for business, so each account has a separate folder, and the same is true for the credit card accounts.

After making a bank deposit or buying a business product, I return to the office and place the receipt into the correct folder. When an expense statement arrives, I can easily pair the receipts with the statement.

I applaud all of you who give this work to an accountant. The more you can delegate to professionals, the better, and the more time you’ll have for marketing. My accountant reviews the accounts every six months or whenever I have a question about revenue or expenses.

My hope is that this information encourages you to maintain better order in your office so that you can focus on your marketing plan. I’m far from perfect when it comes to organization, but I know that the few orderly steps I put in place makes business life much easier.