5 Useful Small Business Organization Tips

Keeping your business well-organized doesn’t always come easy, especially when you’re already spread a little too thin. We get it, running a business takes a lot of time and energy, and there’s likely not enough hours in the day to stay on top of organizing every aspect. That’s why we’ve got you covered with these organization strategies for your small business.

Organization Strategies to Consider

Eliminate the Clutter

If you look around your office and realize you’re surrounded by unnecessary paper and things, it’s probably time to purge your office of anything you don’t need. Clutter can often be distracting and reduce your productivity. De-cluttering can be therapeutic, and give you the sense of a fresh start. De-cluttering can also extend past your physical office to your email and voicemail. If you’re sitting on hundreds or even thousands of emails, start the daunting process of going through your mailbox and filing records you need to keep, while deleting those emails you no longer need. ​Be sure to follow retention requirements for tax, legal or audit purposes. The Internal Revenue Service’s site provides helpful recommendations for records retention. 

Maintain a Filing System

Whether you have paper or digital files, it’s important to keep information easily accessible. Keeping well-organized files saves time and promotes efficiency. Research has shown the average person spends 4.3 hours per week looking for papers. If you keep paper files, a tried-and-true labelling and color coding system can keep your files in tip-top shape. The same concept can be transferred to your digital filing system as well. The organization structure you choose may vary, but some methods include organizing by year or project type. And don’t forget to back up your digital files periodically.

Use a Calendar

We’ve all missed a meeting or an appointment, or two. Regularly using a calendar system like Google Calendar or Outlook Calendar can help you make it to that client meeting on time.

Schedule Regular Meetings With Your Staff

If you have staff, scheduling regular meetings to touch base may offer many benefits — ​more consistency, open communication, and accountability.

Create Goals for Each Year

Mapping out a strategy for achieving your goals can be what it takes to keep you on track. Remember to refer to your goals on a consistent basis throughout the year. Tip: Schedule reminders in your calendar.


Not every organization strategy will work for you. It’s all about finding what will help you and your business reach your goals. As you’re evaluating your organization strategies, connect with a local Farm Bureau agent to ensure your small business is properly covered. Your agent will work with you to help customize your coverage.