TL,DR: I'm dangerously disorganized at work, and would love to hear about your method of organization and staying on top of tasks.
Hi folks! Thanks for stopping by.
Some context: I went into management consulting right after college, and remained there for 3-4 across 2 different firms. I recently transitioned to a small private equity shop.
I've never been the most organized person, and that has become more and more apparent each passing years. I've done fine at work, but with the higher responsibility level that comes with tenure in any field, in addition to the increased visibility and the need to be more aware of the high-level picture of the project - my lack of organization has begun to stress me out more and more. Now that I'm in PE, my lack of organization is threatening to drown me.
My MO to date has been to keep notes scattered across 2 different journals, random word documents, scratch pieces of paper, and post-it notes. Needless to say, it's a wonder I've gotten this far without letting anything major slip through the cracks (and trust me, it's come dangerously close too many times to count). I'm realizing that if I don't get this issue figured out, it's only a matter of time before I drop the ball on something huge.
I'd love to hear how you guys stay organized - both strategically, as well as tactically. I know different folks use a wide range of methods - some use OneNote, while others just keep a paper journal with everything in it.
Strategically - how do you prioritize? When additional items are added to your worklist on a daily basis, how do you remember to return to minor items from a discussion a day or a week ago? What is your overall record keeping method? How do you frame your organization method in your mind?
Tactically - what type of stuff specifically do you write down? How do you prioritize your lists? For example, if you use OneNote - do you keep lists on different sheets, all on the same sheet, do you keep multiple workbooks for one project, or have one notebook for all your projects? What tab names do you use? If you use a journal, how do you make sure you don't lose anything on previous days' entries? Etc. etc. etc.
ANY tips or advice would be helpful! Thank you in advance for your responses - really appreciate it.