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Process of Organising ? Determination of Objectives, Division of Activities, Grouping of Activities, Defining Authority and Responsibility, Reviewing and Reorganising.

How to Keep Client Information Organized Keep Copies of Important Documents. ... Keep Client Information in Separate Files or Folders. ... Use a Consistent Onboarding Process. ... Regularly Touch Base. ... Use a Digital Calendar. ... Use Existing Email Platform Features. ... Store Information on a Secure Platform. ... Consider a Master Index.

The most efficient way to do this is by using specific folders. That way, other system admins can easily find things. Processes are typically organized by department, but if the process is cross-departmental, you may want to organize by function. Forms can be re-used across multiple processes, as can form templates.

The 7 steps of the business process lifecycle Step 1: Define your goals. Step 2: Plan and map your process. Step 3: Set actions and assign stakeholders. Step 4: Test the process. Step 5: Implement the process. Step 6: Monitor the results. Step 7: Repeat.

Organizing your process documentation by work-type involves creating parent folders for each of the types of work your firm performs (or your services) and then using subfolders to get more specific. For example: Tax > Business Tax > Business Tax Registration > GST.

Organizing, like planning, must be a carefully worked out and applied process. This process involves determining what work is needed to accomplish the goal, assigning those tasks to individuals, and arranging those individuals in a decision?making framework (organizational structure).

How to organize your paperwork Separate documents by type. ... Use chronological and alphabetical order. ... Organize your filing space. ... Color-code your filing system. ... Label your filing system. ... Dispose of unnecessary documents. ... Digitize files.

Designate a cabinet or closet for organizing important documents away from your main desk area. Lidded file boxes and stacked drawers make it easy to keep each family member's papers and school projects tidy. Attach labels to the front of each drawer or bin so each person knows which spot is theirs.