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Workflow Plans

For Small Business or Home Office

Do you have a home-based business or even a home office? If the answer is yes, do you also have a well-defined workflow plan?

Not sure what a workflow plan looks like? Imagine a boat sailing down a river. This boat docks daily at your Inbox to pick up a new load of passengers. It then carries these passengers on a riverboat voyage from your Inbox to their final travel destinations.

These final travel destinations could include anything from a trash or recycle bin to a file cabinet, a long-term storage building, a safety deposit box, or your outgoing mailbox.

In between your Inbox and these final destinations, though, some passengers need to make "pit stops." For example, Passenger X must stop at your co-worker (or spouse's) desk for review, Passenger Y must stop at your CPA's office, and Passenger Z must rest on your To Do list for a few days until you can find time to deal with his needs.

Without a well-defined workflow plan, all kinds of things can go wrong. Here are just a few. . .

  • The boat never leaves the dock
    Passengers put their feet up in your Inbox where they make themselves at home for weeks or months or even years.  

  • You have no dock
    If you have no Inbox,      passengers make themselves at home on your desk. After awhile, they may start to complain about how they're being neglected, causing you to feel guilty or overwhelmed. You may eventually lose track of them altogether.

  • You have a dock but that's about all
     If the boat leaves the dock but has nowhere to drop the passengers, they can't get off the boat and may end up marooned on your office floor.

      

We can help you design an efficient workflow plan that will get your passengers on their way. We know the right questions to ask to help you identify the exact path your boat needs to travel as it works its way down the river.

And, not only can we help you design your plan, we can also help you implement it if you choose.

Need help organizing your computer-based files? We can do that, too. We have 30 years of software training and customized tutoring experience in DOS, Windows, Word, Excel, QuickBooks, Outlook, Lotus Notes, web mail, and many other programs you might use. We can also advise you on how to get started with your new website!

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RELATED WORKSHOPS

De-Stress Your Office With Feng Shui is a 2-hour workshop which helps you transform your office into an inviting, organized, productive space using various environmental design techniques.

Coral The Chaos is a 2-hour workshop designed to help you create an effective WORKFLOW plan so that paperwork flows smoothly in and out of your Inbox.

WEBINAR:Change Your Space, Change Your Life! is a 6-week e-course delivered via phone and web. Receive a small assignment each week to carry out in your own home or office -- not just targeting the SPACE itself but also the THINKING PATTERNS that keep you stuck. New partner assignments each week plus a weekly tele-conference call for all participants.

  

 

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