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My “Top 5” Business and Life Organization Strategy

As a business owner and all-around busy individual, I’m often asked how I keep things organized, and more importantly, all moving forward, so stuff gets done.

Like anyone, I use a series of tools and systems: spreadsheets, to-do lists, etc.

But at the very top of it all is a strategy I use called my “Top 5”.

It’s very simple:

I have a bulletin board hanging next to my desk and on it are two pieces of paper titled:

  • Top 5 – Business
  • Top 5 – Life

Below each header is a list of 5 things.

These five things are the 5 “big” things happening in my business and life that need to be handled and also where progress needs to be made.

Here’s an example of a Top 5 – Business list:

  1. VIP Clients
  2. Summit
  3. Course Relaunch
  4. Book Tour
  5. Presentation for 2020 Live Event

Here’s an example of a Top 5 – Life list:

  1. New House Projects
  2. Family Fall Photo Shoot
  3. Australia / New Zealand 2020 Trip Planning
  4. Thanksgiving Dinner / Catering Plans
  5. 10 Year College Reunion / Trip Planning

Now here’s the thing:

Every single day, usually at night, I run down the items on these lists one by one, and my goal is either to:

  • Make sure everything that was on my plate is done and returned to the person who needs it next so that the project can keep moving forward
    • e.g., review all client’s work and email them back with the next steps for our next meeting, so they’re not waiting on me
  • Make progress on something to move the project closer to completion
    • e.g., look up three local family photographers and email them for availability and quotes. Then the next day, the task for that item on the Top 5 list is to review the quotes. Then it’s to make a final choice, etc.

This is how I keep projects that aren’t my #1 priority right now still moving forward.

And this is how I make it easier on myself to return to those other projects that aren’t my #1 priority after a while has passed. It doesn’t feel like it’s been long at all, and I’m so pleasantly surprised at how much further along I am than I realized.

Of course, the lists get updated regularly as items get finished, but this is basically how I manage so many projects at one time and still get stuff done.

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