Organizational Help - Tips/Tricks

General inquire but looking for help staying organized. Real estate analyst role at boutique shop and wear many hats, so organization is highest priority. Any tips for staying organized on:

1: all things Acquisitions (multiple) 2: all ongoing development (multiple projects) 3: All properties Asset Management - any miscellaneous items too

Any systems, tips, or tricks would be helpful. I use the simple: flag emails and try to remove all by EOD, time boxing (not for me), and attempted a spreadsheet before (unsuccessful). Possibly not doing something right. Utilizing my time and being extremely knowledgeable and focused on all ongoing/to come is important to me and keeps me sane - actually. Lately been feeling like I’m losing grip as work load and items ramped up. Sounded like a jackass in front of partners because i am not prioritizing some work that needs to be due to this as well.

Any help is very appreciated.

4 Comments
 
Most Helpful

A few ideas:

1) OneNote - great for organizing to-do lists & separating different deliverables/projects by different tabs.

3) Alternatively (and this is a bit more old school), a paper planner. I use Plum Paper (ME format), or simply construct your own in a notebook. You can block off by time (morning, midday, afternoon) or by categories (immediate priorities, deliverable 1, deliverable 2, emails to respond to, items to get ahead on, etc.)

3) For emails, I categorize everything into folders. Usually by urgency, client, type of deliverable, etc.

4) Smaller housekeeping things

(A) Keep internet browser organized, especially your favorites bar. I usually do folders by client, for any links specific for them.

(B) Keep desktop organized. Minimize clutter by folders, and delete unnecessary items.

(C) Pin most important apps at the bottom. For Excel, I like to also pin any documents I go into frequently, and by order of importance.
 

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