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b-courageous1010 · 2 years

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Organization tips for Structured Productivity

It’s vital to be organized while working in finance as it is important to keep your priorities and routine tasks organized and completed in a timely manner.Things can get hectic in a blank of an eye so I highly recommend trying various time management and organization techniques to find what works for you. What works for someone else might not work for you but thats okay!

Below are 2 of my favorite organization tips and techniques I use in my day to day work life:

❥𝘛𝘪𝘮𝘦 𝘉𝘭𝘰𝘤𝘬𝘪𝘯𝘨

Chunking your time during the day which basically means creating a plan to work on each task for a certain amount of time and after the allotted time is up you will move on to the next task.

This is ideal for those who might have long term assignments or side projects.

I use this method to ensure I am giving adequate time to each of the tasks and projects I currently have on my list while also determining the progress I am making on each task

Example of my day

8:30 - 10:00: Decluttering my email and addressing everything that needs to be addressed - I also use this time to plan out what I need to accomplish that day while also noting important meetings and side project status updates.

10:00 - 12:00: Balancing payables

1:00 - 2:15: Work personal/Team email

2:15 - 3:00: Side projects

3:00 - 3:30: Run team files

3:30 - 5:30: Continue Side projects

I would also like to note to be realistic about the amount of time you designate for each task. Make sure it’s reasonable amount of time while also accounting for human error.

❥𝘋𝘦𝘤𝘭𝘶𝘵𝘵𝘦𝘳 & 𝘖𝘳𝘨𝘢𝘯𝘪𝘻𝘢𝘵𝘪𝘰𝘯

Emails Folders

For my role it’s extremely important that I maintain a clean inbox because it’s a indicator of whether or not I am keeping up with my day to day tasks.

When I receive an email I will determine and complete the action items required and file it away for record keeping purposes. Thus only leaving emails in my inbox that are still outstanding. On average I get about 20 emails a day for various items and we are advised to not delete them ever.

So I developed a system that will allow me to archive emails in their correct folders so in the event that I need to pull an email for CYA (cover your a*ss) or for just for additional information I actually know where to begin to look for it. I created and grouped folders by the type of fee or fee process it pertains to and I will then make sub folders if needed as this also helps speedup the email search.

I have a folder for each of my primary tasks but they also have subfolders for example, I have a folder labeled “Ledgers” but within the folder I have sub folders for the different types of fees we process such as Holding, Commission, etc. and this is usually for tracking purposes.

I also made a MISC folder for routine departments emails such as the firms weekly newsletter as well as different routine alerts we receive. each routine email has a sub folder within the main folder. But I also have monthly misc folders for misc emails that are not routine and are received during the given month.

For example I have a folder in my inbox labeled “5/1/2022” which is where I would move misc emails received during the month.

❥Invest in a planner/desk planner

You can’t store all the necessary tasks, processes and additional information you will need on a given day all in your head. It is vital to get all your thoughts on paper or a digital planner as this will open up space to think critically for the new items coming your way. Not doing so you run the risk of tasks falling through the cracks because they slipped your mind.

It is also proven that writing information down not only helps with cementing information in your mind but aids with comprehension as well.

Personally I use a disposable desk planner for short term day to day tasks they tend to change everyday. I like to use my physical planners as more of long term items as it could get bombarded and messy with the more things I add.

My Fav

The pages on the above link are sectioned out for different purposes and it has a very minimalistic design while also being highly functional.

Box for today’s focus - Cleaning up ledger activity

Section to add to dos - Tasks I need to accomplish that day

Notes section - I might jot down a misc item or two over the course of the day

Meals - I like to keep track of my meals to reflect on my eating habits

Water tracker - I make it a game to see how many cups of water I can drink a day which has been very helpful with staying hydrated.

Schedule for the day - Here is where I notate any important time commitments for the day such as running the file at 5 or any meetings scheduled for that day.

It’s important that you develop your organization skills in finance as we are often pulled in many directions at the same time and still expected to perform at a high level. What I learned is that your organization skills and habits can either make or break you. You want to make sure you are not only putting your best foot forward but also building a solid foundation that can be developed over time

In Closing, I want to stress the importance of finding out what works for you! I personally have a couple of planners I write in for various reasons but I recently decided I wanted to include excel into my planner rotation as I often feel like I live my life through numbers 😅 but I say this to show you that the possibilities are endless! There is no one way or wrong way to do this just as long as your method works for you!

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jbankai89 · 9 months

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Gay Agenda: Canada: https://www.amazon.ca/dp/B0CCCXFD7B US: https://www.amazon.com/dp/B0CCCXFD7B UK: https://www.amazon.co.uk/dp/B0CCCXFD7B Australia: https://www.amazon.com.au/dp/B0CCCXFD7B

Trans Agenda: Canada: https://www.amazon.ca/dp/B0CCCMZG79 US: https://www.amazon.com/dp/B0CCCMZG79 UK: https://www.amazon.co.uk/dp/B0CCCMZG79 Australia: https://www.amazon.com.au/dp/B0CCCMZG79

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theunapologeticallygaypirate · 1 year

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Sometimes I have dumb ideas, then I make a thing, and I sell it:

Buy Here US

Buy Here Canada

Buy Here UK

Buy Here Australia

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the-girlygeek · 2 years

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I've been feeling a little bored with my planner lately, so I thought I’d shake things up a bit with a mid-year planner makeover! join me as I play around with pretty stationery including a stunning Notiq cover and some other fun goodies! 💖

#planner lover #planner #happy planner #passion planner #bullet journal #planner inspo #planner spread #journal inspo #stationery #stationery haul #plannergeek #plannerlife #planneraddict #plannerobsessed #notiq #discboundplanner #happyplanner

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littlestarplans · 2 years

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✨Minimalist spread in my cousin ✨ I’m taking a new approach in my cousin to see if I like this style more. I love adding a few stickers in my spread. Let see how long this will last ☺️ Are you a functional or sticker decor planner? 🏷 ♡ #plannerpages #plannerpeace #hobonichiplanner #plannergirl #planenrspread #hobonichitecho #hobonichiaddict #plannergeek #plannernewbie #bujo #hobonichi1101 #bujogram #hobonichistickers #hobonichispread #hobonichicousin #hobonichicousinspread #hobonichitecho #hobinichiweeksspread #functionalplanning #littlestarplans #plannerpeace (at San Francisco, California) https://www.instagram.com/p/Cgc_XKdPv_d/?igshid=NGJjMDIxMWI=

#plannerpages #plannerpeace #hobonichiplanner #plannergirl #planenrspread #hobonichitecho #hobonichiaddict #plannergeek #plannernewbie #bujo #hobonichi1101 #bujogram #hobonichistickers #hobonichispread #hobonichicousin #hobonichicousinspread #hobinichiweeksspread #functionalplanning #littlestarplans

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cm-creative-designs-publishing · 7 months

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Dated Pages Starting with September 2023 to January 2025

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rinsgraphics · 11 months

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Embrace the Y2K Aesthetic: Discover Our Ultimate Planner/Journal for Goodnotes and Notability! 🌟✨

🌟 Calling all planner and journal enthusiasts! 📔✨ Check out our brand new Y2K-inspired Planner/Journal for Goodnotes and Notability! 🎉✍️

Get ready to embrace that nostalgic vibe with its soft and feminine design. 💖 It's loaded with amazing features like a Gratitude Journal, Mood Tracker, Wheel of Life, and To-Do List! 🌈📝

Stay organized, reflect on your emotions, find balance, and conquer your tasks all in one place! Don't miss out on this ultimate planner/journal experience! Get yours now! 😍💫

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jussifa · 2 years

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#plannergirl #plannergram #plannergeek #doodlings #aestheitcs #drawing #hand drawn #study motivation #study aesthetic #motivation #inspiration #stationery

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alibidesignstudio · 2 years

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VdS Manager (A5) @vdsshop Tabs, cards and dividers @linespluspaper Stickers MNMLPlanner/minimalité OliClip: @oli_u_clip + #clothandpaper #planner #a5 #a5planner #vdsshop #expensetracker #plannertabs #plannerdividers #plannercards #monthlyplanner #monthlycalendar #planneraddict #minimalistplanner #plannerinspiration #plannergeek #plannerlove #minimalplanner #ringplanner #financialplanner #vdsmanager #plannernerd #plannerpages #oliclip #clothandpapertrail https://www.instagram.com/p/CO8Dbj0oa7x/?igshid=NGJjMDIxMWI=

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stephsgotit · 2 years

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Ahhh, this week's spread is done in the catch-all. Now just need to get on-the-go completed. Lots of plans to take care of, whew. #stephsgotit #beforethepen #thehappyplanner #embracethediscs #discboundplanner #plannerbabe #plannercommunity #plannerlife #planneraddict #planner #plannergirl #weeklyspread #classichappyplanner #mambi #showmeyourplanner #plannerstickers #weeklyspread #plannerpeace #plannerlayout #plannergeek #planahappylife #plannernerd #plannergeek https://www.instagram.com/p/Cd6hYbdp_db/?igshid=NGJjMDIxMWI=

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designcollectionsblog · 2 years

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''EVERY ACCOMPLISHMENT START WITH THE DECISION TO BEGIN''. Neorah Accomplish 2023 Petite Planner Planner 2023 #planners #planner #planneraddict #plannercommunity #plannerlove #plannerlife #plannerstickers #planning #plannernerd #stickers #plannerjunkie #plannerobsessed #planwithme #plannersupplies #plannergoodies #happyplanner #plannerspread #stationery #bulletjournal #bujo #plannerinspiration #planningcommunity #plannergeek #journaling #journal #weeklyspread #plannersgonnaplan #plannersgottaplan#2023

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pharmuccino · 2 years

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03Feb2022

I woke up early this morning and made myself a small breakfast and a cup of coffee. I have a lot of work to catch up on now that my uni is closed due to the weather. It gives me more time at home to work without many distractions, which is nice.

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jbankai89 · 1 year

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Shoutout to that one person in Italy for buying one of my Gay Agendas today! ❤️🧡💛💚💙💜 You can get your own here: US: https://www.amazon.com/dp/B0BKXKB794 Canada: https://www.amazon.ca/dp/B0BKXKB794 UK: https://www.amazon.co.uk/dp/B0BKXKB794

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b-courageous1010 · 2 years

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Working towards organization is such a satisfying experience. It makes things so peaceful 💆🏾‍♀️

#black femininity #soft black girls #classy black women #black women in luxury #black women in femininity #organization #plannergeek #peace #222 #peaceofmind #divine energy #luxury black women #level up #leveling up #level up diary

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laurajournal · 3 years

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Desk setup🧋📝

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littlestarplans · 2 years

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Completed 29th week spread in my memory planner. ☺️ Have an amazing Sunday! 🏷 #hobonichi #hobonichiweeks #journaling #plannerobsessed #journal #planwithme #rings #functionalplanning #plannersgonnaplan #stickershop #plannerinspiration #stickeraddict #btsconcert #journalling #hobonichimegaweeks #hobonichiweeksmega #hobonichiaddict #plannergeek #candleaddiction #bobalover #bubbletealover #planningcommunity #washitape #plannersetup #planneraccessories #stationeryaddict #hobonichiweekly #showmeyourplanner (at San Francisco, California) https://www.instagram.com/p/CgaQEBvPhKA/?igshid=NGJjMDIxMWI=

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