As a small business owner, you have a lot on your plate: payroll, securing vendors, hiring new employees, driving new business, and much more. And since you wear so many hats, it’s hard to stay organized. That’s why it’s vital you have a plan to keep you and your team on track.

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Organizational strategies for your company

In order to get organized you need to set the tone for your company. This includes organizational strategies like defining who your company is and choosing your management approach.

By taking these steps, everyone in your company understands who they work for, why they do what they do, and what direction the company is moving in. By creating a plan and vision, everyone is on the same page and stays organized within their job role.

1. Define your company culture

The first step to organizing a business is to define your company culture. You want your employees to know your company values feedback and open lines of communication. That way, every team member will be on board and it will lead to less disorganized employees. And these employees will likely remain valued team members versus quitting for new jobs.

Plus, this structure will empower employees to suggest new ideas and want to take on new projects. And in a small business, every extra hand helps move you toward your goals.

2. Create your organizational structure

Next, take a look at your different departments and how they are structured. Does every employee know who to go to for what they need? Will you still be organized if you scale quickly? If not, it may be a good idea to develop a company reorganization strategy. This involves looking at your goals, what issues you are having, and speaking to your team members about what improvements can be made.

Then create an organizational structure that sets every employee up for success. Some team structure examples include mechanistic and organic. Mechanistic is a more traditional top down approach where organic is more of a flat reporting structure. Choose the structure that aligns best with your company goals and one that keeps your employees accountable.

3. Organize employees and coordinate their activities

Once everyone understands the company structure, it’s time to make sure everyone knows what tasks to focus on and when to complete these tasks. As a small business owner, you want to focus on the strategic plans of your business and leave the day to day operations to your team.

However, you need to make sure everyone is clear on what tasks need to be completed and in what timeframe. Work with each department to define their goals and make sure these team leaders reiterate to their team members how these goals will be met with the day to day operations.

How to organize a business using software

After you have a business plan in place for your organization, you’ll want to incorporate some software and other apps to make your life easier. Although you may have a limited budget, there are some great cost effective options that are ideal for small business owners.

Project management software

It’s one thing to establish a system for how to organize tasks at work, but you really need to go one step further and use a project management software program like Hubstaff Tasks. This program allows you to easily set up custom workflows so you can move tasks forward with a click of a button.

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Plus, you can visually see all of your team’s immediate tasks and what the overall goals are. For further organization and to keep communication ongoing, employees can add comments, questions, and share updates all within the program.

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Workflow management software

Workflow management is crucial to efficiently organize tasks at work. It involves creating and optimizing the paths projects take from start to finish. This includes finding the ideal way to meet the end goals, getting rid of redundant tasks, and identifying bottlenecks.

Since this is a complex process and you have limited time, consider a workflow management software like This company can automate and customize your workflow management system streamlining the process for you.

Scheduling software

If you run a business with shift or hourly employees, you need to create a schedule. If you don’t, you will have scheduling issues that will ultimately lead to disorganization.

Coordinate your employee’s activities with scheduling software like Deputy. It will allow you to automate your processes and save you valuable management time. Plus, if you make a schedule for employees in a software program, you can easily make last-minute changes and track how your process is working overtime.

Electronic filing systems

What is the best way to file documents? Electronic filing systems will offer you instant organization and the ability to find everything you need with a click of a button instead of searching an outdated filing cabinet.

Consider using software like eFileCabinet. Some key features like labeling files, the ability to organize receipts electronically, and office filing system templates will organize your business in no time.

Workforce management software

If you’re not familiar with workforce management (WFM), it’s a set of processes that a company uses to optimize employee productivity. It can give you insight into the number of employees needed to complete a job and also track employees’ daily performance.

Think about using software like Workday platform to properly measure workforce management. It’s fully customizable and works well on mobile if you’re on the go day-to-day.

Organize your business for success

You want your business to operate better with less management from you. The best way to make that happen is with organizational strategies and key software programs. By using tools to stay organized at work, it will simplify your processes and lead to fewer human errors.

Best of all, this will give you the time to focus on the needed business objectives to drive your company to even greater success.

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