Hey Lynsey – Any tips or suggestions for a filing system for party plan? I’m setting up a new office after moving and want to start fresh. I have new binders and a new filing cabinet. Where to start…. ??? – Cindy Denning, Close To My Heart Consultant
Hey Cindy! Great question! And congrats on the new office!
There are a few different systems I have in my office to keep everything organized and together where I can get to anything at a moments notice. One of the most important systems though is my Hostess/Party files. Your Hostess Folders are worth their weight in gold, and used properly can easily be the most important tool for business that you have.
Here is a video on how to organize your Hostess / Party Folders -
A few more tips:
First – the most important part – The Hostess Worksheets. I have created two Hostess Worksheets for you to use in your Hostess Folders. You can download them here – HostessWorksheetI and HostessWorksheetII
Each Party gets a Hostess Folder as soon as it is booked. Fill in the top of the first Hostess Worksheet I as soon as you get the party booked. The Hostess Worksheet I should be stapled to the inside left of a file folder, the Hostess Worksheet II stapled to the inside right of the file folder. Everything for this party will be kept in this folder. The Hostess Worksheet I has an outline for you to use when making your Hostess Coaching phone calls.
File your Hostess/Party Folders by chronological order according to the date the party was held. That way if someone calls and says “I was at a party about a month ago but I do not remember my Hostess’s name,” you still can easily put your hands on the folder that will include her order.
Keeping your Hostess / Party Folders neat and organized is a critical part to organizing your business! With a little preparation, you can make keeping these tools organized a breeze!