Caldwell Evolution
  • Home
  • Organizing Services
  • Coaching
    • Mindfully, I AM Evolving Coaching Programs
    • Mentored for Momentum Business Coaching
  • Courses
  • Blog
  • About
  • Contact

Archive for Organizing Strategies – Page 8

Tracking Progress

Posted by Carolyn on
 February 22, 2008
  ·  No Comments

Last post we looked at goal statements and how they meet SMART criteria. Now let’s keep track of the results.

The first rule is to keep things simple. Start with the number of goals. Too many and you will spend all your time managing them and no time actually working on them. Too few and you will fail to reach you objectives. The number and complexity will depend on your business/department/project. There is no magic number. If you have none, try starting with the Shakespearean magic number of 3.

Second rule is to work backwards. If you want 70 new active clients by December 31, 2008, how many do you need each month/week/day to meet that goal. Tracking daily for this goal is probably too small a time frame and will produce data that takes time to process for very little return. Tracking weekly on this goal will give you information before the end of the month on whether or not any progress is being made. Tracking monthly may leave you fretting after month 3 that the goal is not being met and 25% of the year is up – the cycle time from identification to correction to results may be too long to permit timely correction when necessary

Thirdly, ensure that progress feedback gets to the people trying to meet the goal. If your sales staff are reporting weekly the number of new active clients, publish the aggregate data to all the staff each week. Meanwhile, you have an opportunity for intervention with any individual sales staff who is not meeting targets. At the same time, celebrate monthly accomplishments!

Organizing Strategies
Tags : Goals, Leadership, Maintenance, Schedule, Strategic Planning, Time Management

Checking Progress on those Goals

Posted by Carolyn on
 February 14, 2008
  ·  No Comments

Happy Valentine’s Day!

Now six weeks into the calendar year is a good time to review the progress you have made on your strategic goals. Having established the goals, you will need to ensure tracking, monitoring and evaluating systems are in place to manage your progress.

We will start by reviewing the goal statements themselves. Are they specific, measurable, attainable, realistic and time limited (otherwise known as SMART goals)? If you have established an annual goal, it is time limited by the end of the year in question, say December 31 or whichever year end you have chosen for your review.

To be specific, your goals must state exactly what you wish to accomplish and, to be measurable, in quantifiable terms.

For example:
We will increase our active client roster.

Versus:
We will increase our active client roster by 50% to a total of 210 active clients, by December 31, 2008.

On December 31, you will either have 210 active clients or you won’t. Your degree of success will be relatively easy to identify.

The criterion of attainable refers to the ability of anyone to reach the goal given the same circumstances under which you are working. If it takes a month’s time on average for each sales person to develop each new lead to an active client, and you have 2 sales staff, assuming they have 100% conversion from leads to active clients, you could only reach 21 new clients by year’s end. The example I gave required 70 new clients.

By comparison, the realistic criterion refers to the likelihood that the goal will be attained under the same circumstances. If you have 5 sales staff regularly securing 1 new active client each month, after 12 months, you will have 60 new active clients. Can that same staff increase their conversion rate to achieve the required 70 new active clients by year’s end?

OK. You have reviewed your goals and you are satisfied that they meet the SMART criteria. Next post we will look at tracking your progress.

Organizing Strategies
Tags : Accomplishment, Goals, Leadership, Measurement, Procrastination, Progress, Strategies

New Year’s, New Goals

Posted by Carolyn on
 January 23, 2008
  ·  No Comments

As the first one-twelth of the year comes to a close, have you planned your results for the year yet?

What would you like to accomplish by the end of 2008?

What would you like to be remembered for?

What would you like to stop doing?

What will you do more of, how much, when and with whom.

Enjoy preparing this next chapter of your accomplishments.

Organizing Strategies
Tags : Goals, Lists, New Year's

New Year’s, New Goals

Posted by Carolyn on
 January 23, 2008
  ·  No Comments

As the first one-twelth of the year comes to a close, have you planned your results for the year yet?

What would you like to accomplish by the end of 2008?

What would you like to be remembered for?

What would you like to stop doing?

What will you do more of, how much and when.

Enjoy, preparing this next chapter of your accomplishments.

Organizing Strategies
Tags : Goals, Lists, Organizing Maintenance, Priorities, Strategic Planning, Strategies, Time Management

Consumable Gift Giving

Posted by Carolyn on
 December 5, 2007
  ·  No Comments

The Holiday season is upon us and with it, all the trappings and traditions that the holidays bring. In today’s era of “living the moment” and “finding a simpler life”, many people are looking for gift giving ideas that avoid adding to clutter in other peoples’ homes.

To do this, I suggest that we redefine the word consumable. The Encarta Dictionary defines consumable goods as “goods that have to be bought regularly because they wear out or are used up, such as food and clothing”. For the purposes of gift-giving, I have defined the word as follows: A consumable gift is one which by its inherent nature has a best before date or natural expiry date, wears out or is used up and permits the recipient an opportunity to enjoy for a limited time and then dispose of, without guilt”. If this is a definition that appeals to you for individuals on your gift list, here are some suggestions to get your shopping started.

  • Baskets of food, home made preserves, including perhaps candles and some decorative paper napkins related to a a personal interest or characteristic of the recipient e.g. gardener!
  • A tribute donation to a charity which is already supported by the recipient or otherwise meaningful to them e.g. The Toronto Humane Society, The Cancer Society.
  • A sponsorship donation to a charity which has designed annual sponsorship or gift campaigns e.g. The Toronto Zoo has set up an animal adoption program. In the adoption package you receive a picture and information about your animal. World Vision has a gift catalogue from which you can pick an item that can be supported by your donation e.g. 2 rabbits to a family ($35), a harvest pack for 4 families ($35), a backpack with school supplies for a child ($25), help a family start a business ($100) or fill up a whole stable ($1200). My daughter (13) and son (6) love this catalogue and had fun doing the “shopping” for me for their cousins in Hong Kong and Italy, some neighbours and friends.
  • Gift certificates especially for a clothing store or movie passes. These gifts are great for the teenagers on your list. How about IKEA so your niece can redecorate her room? A manicure for your workaholic sister? Then book the appointment and enjoy together!
  • Candles, decorative paper napkins, coffee
  • Performance tickets – the show is enjoyed and – poof! – no clutter.
  • A gift certificate for maid/cleaning service for a day.
  • A music lesson for someone who always wanted to play the ______(you fill in the instrument).

You get the idea. Now let your imagination have some fun and enjoy the shopping experience knowing that you are helping to keep clutter at bay in someone else’s life. As always, reduce your stress by shopping on line.

Organizing Strategies
Tags : Gifts

Where is Everything – To Do Lists?

Posted by Carolyn on
 December 3, 2007
  ·  No Comments

Are all your To Do lists in one room?
If they are in one room, are they all in one location in that room?
In that location, are they on one piece of paper, one file or in one file folder?
Are the similar or related items identified as relating to each other?
Are similar actions listed together?
Are they sorted by date identified, date due, level of importance, level of urgency, relevance to your objectives?
Do you know when the items have been accomplished?

Organizing Strategies
Tags : Lists, Time Management, Where is Everything?

To Do Lists that Get It Done

Posted by Carolyn on
 November 20, 2007
  ·  No Comments

So you’ve written the To Do lists faithfully and still can’t get your A1 priorities done. In fact, you have To Do lists all over the place and have even taken to highlighting the A1 priorities, right?

In order for a To Do List to be a Got it Done List, use action verbs to start your items. Using a verb is often not enough direction to yourself and leaves you with a vague sense that something has to be done but not sure what. For example;

Follow up with John Doe regarding Great Project outline.

becomes

Call John Doe – confirm deadline for Great Project outline.

Verbs such as call, write, file, decide or forward are useful action verbs for most business environments. Make up your own handful of action verbs and see your To List become your I’m Done List!

Organizing Strategies
Tags : Accomplishment, Goals, Lists, Time Management

Top 5 Series – Actions that make a Difference

Posted by Carolyn on
 November 12, 2007
  ·  No Comments

I have been humbled. Left without internet access, I missed posting Friday as I had promised and apologize for the lack of continuity. Thanks to a(nother) broken water main in our community, we were left without water for 5 hours over the supper hour this evening. Those broken mains, and our short drought, serve to remind us just how indulgent we can be with water, how much we take it for granted and how hard it is to find drinking water in some parts of our world. To follow up from last week, here are five things to do to get your business more organized on your strategic objectives.

1. Make your Mission and Goals as clear as water itself. Once they are established, make sure every employee knows what they are and how their role contributes to accomplishing those goals. Consider taking a page from Brian Scudamore’s journal at 1 800 Got Junk where the company goals are written right on a wall in letters large enough to read across the room. Everyone in the office can see where the company focus is, and whether or not the goals have been reached. Everyday a team meeting is held to report on the indices related to those goals so that everyone is clear where they fit in and how their work contributes to the results.

2. Commit to focus and organization at an executive level. Whether it’s clearing your own clutter, improving your time management, setting up a central filing system or establishing a corporate declutter session, commit to the process and demonstrate the behaviour. In ten out of ten businesses I’m ask to assist to streamline and declutter, the only businesses that are successful are those with a senior management team that commits to the process.

3. Establish storage and retention policies and ensure that staff uses them. This is particularly important for staff who have been in a position for a lengthy time (years) and those that have recently taken over a role from another employee. Are their files up to date both electronic and paper? Have they reviewed their predecessor’s files and do they know what’s there? Do they regularly purge paper and e-files? Is their office littered with material unrelated to their role or the company’s business?

4. Review carefully any space requirement and insist on a clear out session before the request is approved and, more importantly, acted upon. If you have recently approved a space or storage request, do you know for sure that you are approving additional cost, as more space and storage will incur cost, for material that is consistent with your company’s goals and objectives? Or, have your employees given up on trying to pear down and instead spend their time managing the paper and unnecessary tasks rather than on behaviour to advance your strategic directions.

5. Manage the disorganized employee. If organization is an expectation of employees in order that they contribute to the strategic directions of the company than ensure they get that message. Set goals, set limits and follow up. A disorganized employee drains dollars from your business. Tardiness, unfinished work, redo’s, reprints all cost money. When that disorganization goes unchecked, you are sending a loud message out to the rest of your employees that clarity, focus and resource accountability are values that are not supported by you or your company. If you don’t care, why should they?

Office Organizing Organizing Strategies Top 5 Series
Tags : Document Retention, Goals, Paper, Top 5 Series

Welcome to Wellrich Organizers Blog!

Posted by Carolyn on
 October 23, 2007
  ·  No Comments

As we blast into the 21st Century, I am finally hitting the cyberspace community with my own blog. Congratulations to me! And you found it; Congratulations to you! It seems appropriate to start off an organizing blog with the most common question I hear:

Why is staying organized so difficult? I used to be organized, what happened?

Here is what I have come to understand. Western society is moving through an age of accumulation. We are bombarded each day by ads, through many different media, that encourage us to buy, buy, buy. If we were to believe them all, our lives are incomplete if not meaningless without one of each of the latest _____________ (fill in the blank). Add in a pinch of easy credit, a heavy helping of parents or grandparents who have lived through wars, depression and/or evacuation and are therefore reluctant to part with anything. Now bake in an environment where we expect our brains to move at the same speed as our laptop computers, information is available with a key stroke and the pressure on families to arm their children with multiple talent, skills, experience and extra curricular activities in order that the children can succeed, is greater than ever.

Clutter is a delayed decision. It doesn’t matter whether it is clutter in your calendar, on your desk or in your garage. Most people’s clutter reflects an inability to decide what to do with objects or an inability to part with them. Making decisions takes energy (emotional) and acting on those decisions takes energy (physical). If you are worn out from a day managing work, family life, traffic, news and cyberspace communication there is likely little else for managing the stuff or planning your time.

I am left to wonder, not why any of us might be disorganized, but how anyone stays on top of it all?

Organizing Strategies
Tags : Accumulation, Disorganization, Professional Organizer
← Previous Page
Carolyn Caldwell photo, Instagram logo and link to follow.

Banish those Gremlins!

Conquer Procrastination Cheat Sheet

Struggling with procrastination gremlins? Grab your free copy of Conquering Procrastination Cheat Sheet: 4 Procrastination Gremlins and the Tricks to Beat Them.

Name(Required)
This field is for validation purposes and should be left unchanged.
Caldwell Evolution | Copyright © 2025 All Rights Reserved
Website by Janet Barclay