5 Organizational Mistakes to Leave in 2018 | Fora Financial Blog
5 Organizational Mistakes to Leave in 2018
December 12, 2018

5 Organizational Mistakes to Leave in 2018

If you own a business, staying organized is crucial. By developing strong organizational habits, you’ll be able to operate your business more efficiently, waste less time, and move closer to achieving your long-term goals.

As a new year approaches, there will be plenty of opportunities for you to organize your business and make necessary improvements. However, while the benefits of organizing yourself are obvious, knowing exactly what to do can sometimes be a bit more difficult. In this post, we’ll discuss some of the deceptively unproductive organizational habits that should be left in 2018, so that 2019 can be an even better year for your company.

Are You Making These Major Organization Mistakes?

1. Using Too Many Calendars

No matter what your business’s industry is, having an organized calendar is something that’s vitally important. Your calendar tells you what needs to be done, where you need to be, and who needs to be there.

One of the most common mistakes made by business owners is using too many calendars. If you’re using separate calendars for client appointments, employee meetings, and various other activities, you’ll be much more likely to miss an important event. Likewise, you might be using a desk calendar, in addition to a calendar app on your smartphone. Taking the time to streamline all of these events into one location — using Google Calendar or a similar program — will undeniably make your life much easier.

 2. Coordinating Your Business Activities on Paper

One of the many benefits of living in the so-called “Information Era” is that it has become much easier to schedule various business activities from a single location. However, despite these apparent benefits, many business owners still create unnecessary paper trails when trying to run their business.

Activities and documents such as company memos, the delegation of various tasks, performance reports, and customer invoices can now easily be issued using a digital organizational system. There are many different programs available to choose from, but the one that you select might depend on your industry and the unique dynamics of your specific business. As is the case with calendars, these systems should ideally be centralized into a single location.

3. Waiting Until the End of the Month to Document Information

As a business owner, you likely find yourself frequently overwhelmed by the amount of information that’s sent your way. Naturally, if something could theoretically be ignored until the end of the month, it may be very tempting to do so.

However, if you wait until the end of the month to record sales, update your contacts, and create various other data entries, you’ll inevitably create a bottleneck that negatively affects your businesses operations. Although it can seem tedious, documenting your business actions as they occur (or at least on a daily basis) is a good habit to adopt.

4. Not Using the Cloud

Even if your business already uses digital platforms for recording information, you won’t truly maximize efficiency until you’ve started utilizing the cloud.

“The Cloud” — which can be accessed in several different ways — makes it possible to engage in vital business activities no matter where you might be. Introducing the use of cloud technology is especially important if your business operates in multiple locations with different teams of employees.

5. Refusing to Outsource Essential Tasks

Many business owners assume that because their business was originally their idea, they are the ones who always know what’s best. However, despite their visionary merits, this is very rarely the case.

Whether your business has one or multiple employees, you may stand to benefit from outsourcing your business’ essential tasks to various specialists. Areas such as accounting, payment systems, and even digital marketing can often be outsourced for a reasonable price. Not only does making the choice to outsource assure that these tasks are being done by experienced specialists, it’ll also give you significantly more time to focus on whatever it is that your business does best. If you’re juggling too many tasks, it’s easy to become disorganized and in turn perform tasks inefficiently.


With a new year approaching, it’s the perfect time for you to reflect and rethink the ways that you organize your business. By keeping these simple, yet important, pieces of advice in mind, your business may find itself in a position to have its most productive year yet.

Fora Financial

Editorial Note: Any opinions, analyses, reviews or recommendations expressed in this article are those of the author's alone, and have not been reviewed, approved, or otherwise endorsed by any of these entities.

Andrew Paniello
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Andrew is an experienced writer with a degree in Finance from the University of Colorado. His primary interests are investing, entrepreneurship, and economics.
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