CRMs, Business Development Trackers, and Other Organizing Fun

How to Keep Track of Business Development Efforts | Corporette How can you track business development efforts, beyond traditional CRM (customer relationship management) software programs?  We’ve talked about how to build a book of business, but not how to organize those attempts.  Here’s reader EJ’s question:

I have accepted a new job that will involve less billable hours and more business development. I would like to keep track of new contacts made (even if it does not translate into business immediately) and business development generally (lunches attended/seminars/conferences) so that come my review, I can show my efforts and, hopefully, the tangible benefits. Can Corporette readers recommend any specific type of app/software to keep track of this kind of work and the results? Obviously, I will record all of my time in the usually way but I was hoping to use some sort of software/app to collect the data and the results. Any suggestions would be helpful.

Great question, and congrats to EJ on the new job!  I can suggest a few things here, but I’m curious to hear what readers say…

[Read more…]

How to Organize Your Office

How to Organize Your Office | CorporetteLet’s talk about a subject near and dear to our hearts, ladies: how do you organize your office and your work (or otherwise get things done)? We’ve talked about cute office supplies, the best notebooks, planners, and office padfolios — as well as how to keep notes to CYA — but we haven’t talked about this directly.  Reader A wonders:

I would love to see more articles on the best ways to organize your work in the office, i.e., a folder with separate notes for each project or client v. one notebook for all meetings/projects, how to organize your day or to-do list, how to turn meeting notes into a to-do list, etc. I’d also love some suggestions on day planners, notebooks, and other office supplies.

Fun topic!  Personally, when I was a lawyer, I played around with having a single notebook per case, as well as having one notebook or notepad that I grabbed whenever I was heading out to take notes.  If memory serves I finally settled on a folder system — I would keep one “general” folder with all of my initial notes from prior pleadings and general strategy notes, and then I’d start a new folder for each major assignment I was tasked with (memo, research, portion of a brief, whatever).  I would keep the recent and active folders near my desk in a folder tower (where each case had its own little slot — something similar to what I had is pictured above), and then move them to a filing drawer or redweld once the case was Really Truly Over, or once the assignment got stale enough and I needed more room closest to my desk. (Oh, and I love my label maker.) [Read more…]

Guest Post: How to CYA at Work

How to CYA at Work | CorporetteRecord keeping — fun, right? But: it can really help you cover your butt at work when you need to. So how DO do you organize, file, and otherwise keep track of your meeting notes, emails, and phone calls? Today’s guest post brings you some excellent advice from Belle of Capitol Hill Style — CHS on CYA, so to speak. Thanks to Belle for passing along these tips (and welcome back to the blog)!

Working in politics taught me a number of valuable lessons, the most important of which was how to keep excellent records. I save emails, letters, memos, and meeting notes because you never know when you’re going to need a paper trail. So when Kat asked me to write a post detailing how to cover your ass at work, I was happy to oblige.

Let’s start with the foundation of CYA, keeping good records:

[Read more…]

Emergency Preparedness — What’s Smart, What’s Crazy?

Emergency Preparedness Plans | CorporetteAre you prepared for various emergencies?  When do you think emergency preparedness crosses the line from smart to crazy?  We joked the other day about “Nine Ways to Prepare your Office for a Zombie Attack,” but that got me thinking — I’ve read a ton of advice lately about emergency preparedness plans for situations you never want to be in, and while some of it is a bit out there, most of it I’m glad to have read. Maybe it’s the former lifeguard in me (or the mama) but it calms me in a weird way to know what to do and have a plan of attack, and I often find myself discussing it with my husband afterwards, teaching him what I’ve learned. Maybe I’m crazy, but it seems like there are more and more of these stories, too. (For what it’s worth, we have had a serious discussion on here about the best self-defense tips for women.)  Ladies, do you like these stories? Or do you think it’s crazy prep for the paranoid?  (After all: may none of us ever have to use any of this knowledge!)

These are some of the stories that I’ve read and thought were really helpful — have any to add?

  • What To Do If You Fall On the Subway Tracks [Gothamist]
  • How to Stay Safe If You’re Caught in a Mass Shooting [Lifehacker]
  • How to Survive a Plane Crash [Smarter Travel, via Huffington Post]
  • How to Survive a Fall Through the Ice [Lifehacker]

Another fun topic: what emergency supplies do you keep in your homes? [Read more…]

How to Manage Your Time

How To Manage Your Time | CorporetteHow do you manage your time, either to meet billable minimums, stay motivated and productive, or to fit everything into your life? February is time management month — and we haven’t talked about how best to manage your time in a while. Here’s Reader T’s question:

Would you consider doing a post on billable hours – specifically, what people’s minimum requirements are, and how they go about meeting and/or exceeding those minimums? My firm requires 2000 hours and I had a horrible time last year just making the minimum. I swore this year would be different, but it seems I am back to my old ways. What do people do to stay continuously motivated and productive?

I recognize that this question is geared toward the lawyers who read your site, but maybe others have similar goals/requirements that they have to satisfy?

Great question!  I haven’t been in a billables environment for a while (and even then, my firm had no required minimum), but time management is something I still struggle with daily, so I’m curious to hear what readers say. My top tips are: [Read more…]

How to Plan a Vacation

How to Plan a Vacation | CorporetteIt seems counter intuitive, but I’ve read that at the end of August is one of the best times to plan a vacation because you can get the best deals.  We’ve talked about how to deal with vacation stress (including how to be a good employee while on vacation, and a vacation time poll to gauge how much you’ve actually taken) and we’ve talked about office etiquette around the holidays — but we haven’t talked about planning a vacation in a long time, so I thought we could discuss.  How do you budget for a vacation, both in terms of money and time?  (Does anyone do the “extra savings account just for vacations” thing?) Do you like to vacation in the summer or some other time of the year?  Have you taken the same vacation multiple times (for example, I’ve been on FOUR Paris vacations — I love the city and love seeing new sides to it every time I go)?  Or are vacations all about family for you, spending time with your parents (either in your childhood home or at a family beach house or the like)?  [Read more…]