Tips for Effective Planning & Organization

Planning and organizing your workday keeps you on task and reduces idle time at the office. Your planning and organizational tools provide direction for your work efforts, allowing you to complete the most pressing tasks first. Learning to prioritize your work responsibilities and use efficient time-management skills enhances your planning and organizational efforts.


Identifying and prioritizing the tasks you need to complete is essential to an organized workday. Each morning, write a list of responsibilities for the day. Determine which tasks are urgent and need to be finished right away. Look for tasks that you need to complete before you can start other projects. As your workday progresses, you may find adjustments are necessary to your priority list. Add in new tasks and determine their priority levels as they arise. The following day, carry over any tasks that weren’t completed as the beginning of your new task list.

Use Online Tools

Online tools give you easy access to information that aids you in planning and carrying out work tasks. Email programs typically include an attached calendar that allows you to keep track of deadlines for each project. You can also send yourself reminders or access the calendar from your mobile device. A more comprehensive project-management software program is an option for your business. The programs allow multiple users to work on them, simplifying information sharing with colleagues. This option works well if your workplace includes team projects or if employees’ responsibilities rely heavily on one another.


Communication is essential to keep everyone informed on the planning and organization of projects. You may have a clear outline of what needs to happen on a particular project, but other team members are left in the dark if you don’t communicate it to them. Create a system of keeping other relevant employees updated on your projects. For example, send out weekly email messages to keep everyone posted on progress and upcoming tasks or duties associated with a particular project. If you need input on the planning process, in-person meetings may be more efficient.

Create a Schedule

If your work tasks are similar each day, work out a general daily schedule that keeps you on task. A consistent schedule enables you to better plan your time at the office. You can also build in down time used to handle interruptions and unexpected additional tasks that work their way into your day. When you know what to expect from your day, you can better allocate time to certain tasks and get into a groove.


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