A person sitting at computer working to organize their business on a project management tool

Organize Your Business for Success: 5 Actionable Tips to Getting Started

As your business grows, it’s common to feel like you’re holding it all together with a little duct tape magic. But as you take on new challenges and expand, this patchwork approach can lead to a cluttered and chaotic work atmosphere. When you take steps to organize your business, you can confidently move toward achieving your goals and reaching success.

Why You Should Organize Your Business

Bringing order to your operations can transform the way you work. Say goodbye to cluttered processes and hello to clarity and efficiency! Through organizing your business, precious time and energy are freed up to focus on the big picture and what truly matters. And imagine, with a clear plan in place, you’ll be able to tackle any obstacles that come your way with confidence and ease. So why not join the organized elite and give your business a boost?

Quote ("Organization isn't about perfection, it's about efficiency..." by Christina Scalise) on a picture of a person working at a desk working to organize his business

Saves Time + Effort

Organization can save you both time and effort – and ultimately save you money. When you have a clear and structured system in place, you don’t waste time searching for things or performing manual tasks repeatedly. By automating repeatable tasks, you can streamline your processes and increase efficiency. No more manual labor that steals your energy and drains your brain. Also, by avoiding constant task-switching, you’ll stay focused, get more done, and have more time to do the things you love.

Minimizes Overwhelm

Having a structured system in place also ensures that you prioritize the right tasks, so you can focus your efforts on what truly matters. You won’t have to worry about losing what you need or forgetting important details. Creating repeatable processes means that tasks can be completed consistently without worrying about forgetting key steps. In short, organizing your business can help minimize overwhelm, allowing you to focus on what’s important and achieve your goals with ease.

Prep Step

As a crucial preparatory step, set aside dedicated time in your business for CEO time. This means you work on your business, rather than just in it. This regular CEO time ensures that your business runs smoothly, allows you to focus on the big picture, helps you work efficiently, and drives strategic decision-making for the growth of your business.

1. Start with Clear Goals

Starting with clear goals is a critical aspect of organizing your business. Having well-defined goals serves as a guide for all of your actions and decision-making, ensuring that everything you do supports the success of your business.

Your goals should drive your daily actions to provide a sense of purpose and direction. Let your mission and vision serve as a filter, shaping how you prioritize tasks, allocate resources, and make decisions. With clear goals in mind, you’ll be able to stay focused and aligned with what’s important, making your path to success a little smoother.

Want to clarify your goals? Grab the Mission, Vision, and Values Workbook!

2. Evaluate Your Time

Evaluating and analyzing your time is essential to getting your business organized and ready to thrive.


  • Start by keeping a log of how you spend your time for two weeks, breaking it down into specific time blocks.
  •  Once you have this information, take a look at your repetitive tasks. Are there daily, weekly, or monthly tasks that can be automated or delegated to free up more time?

This exercise will give you a clear picture of where you’re spending your time and help you identify areas where you could be more efficient.

You can grab a free copy of the Weekly Time Tracker here.

3. Bulk Similar Tasks

Batching similar tasks is a powerful strategy for bringing order and structure to your business. For example, you can create a workflow for your email marketing, blogs, social posts, podcast episodes, and other similar tasks, and dedicate a specific block of time each week to focus on these tasks. This way, you can power through the work, minimize distractions, get more done in less time, and allow for creativity in your business.

4. Systemize Your Tasks

Another way to organize your business is to develop a system to manage your tasks. There are countless project management tools, so the key is to find the one that works best for you.

The path to success is to stop relying on your memory. Ditch the mental overload and adopt a tool that helps you keep tabs on everything, so you can remain focused and accomplish your business goals.

5. Evaluate Systems + Processes

Documenting your systems and processes will also help organize your business. Start with the following:

  • Examine the way you manage information.
  • Create specific SOPs (standard operating procedures) for processes that often repeat – such as onboarding, off-boarding, and client requests. This helps ensure that everyone on your team is on the same page and nothing falls through the cracks.
  • Store all your processes in one central location to easily access information – without having to search multiple places.

Take Action

  • Take action on one of the tips. It’s going to be difficult to tackle all of these things at once. Instead make a plan to work on one of these tips at a time.
  • Check with your team to see if any of your systems and processes feel clunky and identify ways to improve.
  • Copy the time tracker to evaluate your time.

Related Blog Posts

Mission, Vision, and Values: 3 Essential Foundations to Build a Thriving Business

How to Battle Overwhelm in Your Business

Would you rather listen to the content? Check out the Podcast!