Getting organized is a big part of carrying out a successful marketing program for your business. With all the steps needed, it’s hard to tell where to start. Managing the information, processes, people, and day-to-day tasks can be overwhelming without a proper handle on your priorities.

I usually find it easier to first categorize all the things I need to do then use an online tool or calendar to stay on task. I call it my online desktop. Just like data collection methods, getting organized can also vary from person to person, but below are some tips that others have found helpful:

• List and categorize all of the tasks you need to do for your business. Put each task in a category that makes sense to you. Some general categories I like to use are back office, customer service, marketing, financials or accounting, and legal. Note: It may also be a good idea to label which tasks are one time events such as setting up a bank account and which ones are continuous such as posting to your weekly blog.
• Once you have your task list and categories (which by the way will continuously change) you’ll need to then put a time element to each one by scheduling them on a calendar or giving due dates. This way you’re not just looking at a list of items that will never get done.
• This is where online tools could help. Most come with a calendar, task list, milestones, and shared workspace Some that I have used are Google, Hyperoffice, Basecamp, and Comindwork. They also allow you to share your online desktop with other employees and partners so you and your team are always on the same page.
• Once everything is set up, you can then check off your functions as you go. The ongoing items such as checking and responding to emails will need to become a part of your daily routine. Over time and consistent use, it should become automatic. I personally had to put reminders in my phone before it became second nature to check my business email account (in fact writing this just reminded me I need to check it for today…lol )