Become a Top Wedding Planner – 5 Tips for Organizing Your Home Office

 

Wedding Planner's File Drawer

I just got done writing an article with tips on how to set up a home office to run a successful wedding planning business.

But, if you have already set up your home office, it might be time to make sure all your files are in order so it is still a place that you can work successfully.

Here are five tips for organizing your files:

1.) Toss rough drafts of letters, contracts, and worksheets

I print often print rough drafts but only need to keep a final document.  If you do this too, make sure you shred documents that reveal client information before you dispose of them.

2.) Get rid of  duplicate documents

I sometimes print two copies by mistake.  If you do this too, toss the extra copies in the shredder or recycle bin.

3.) Review vendor marketing material

The information you collect from venues and wedding and event vendors should be filed for future reference or tossed if it is unnecessary or outdated.

4.) Make sure your personal, business, and client information are separate

This not only means paper documents but also computer files and emails, everything should be properly labeled, filed, and organized.

5.) Updated your client files so they have complete information

You should take some time after each wedding to write down any thoughts you have about what went well, what didn’t, and how you would do things differently in the future.  If you don’t do it right away, you’ll get busy planning the next event and lose the insights you had that can make future wedding planning easier.

If you have been running your wedding planning business from a home office, please feel free to share your tips for keeping your files and your office organized.



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