Don’t Recreate the Wheel!

On July 17th, 2012, posted in: BIZ-TIP by 0 Comment

Anything that you do repeatedly in your life or your business should have a system with templates built around it. A system helps you define the most efficient and effective way to do something while templates help you gather all the information that you’ll need to implement the system. This saves both time and energy and it positions you as a professional.

You should have lots of templates. These fillable forms, or lists, will include all everything from engagement letters to client information forms to project management to meeting agendas to packing lists for business trips. Having a template gives you a starting point. Keeping previously completed forms is also a helpful reference point.

Keep fine-tuning your systems to ensure that based on technological advances and current needs you are doing the best job possible for your firm and your clients.

What do you do that should have a system and a template?

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