My Small Business Organization System

Posted December 30, 2016 by Thirty-Something Angie in Business & Productivity / 16 Comments

the small business organization system that saves me time & increases productivity

Running an online business can be overwhelmingNeed to find a way to save time and increase productivity? I’m sharing my small business organization system below! Read on for my best tips, and grab the very printables I use in my own business.

When you first start out as a solopreneur, it can be hard to keep up with how many hats you are expected to wear.  Having a small business organization system in place from day one can really help you stay on track, but it can be hard to know what you really need when you’re just starting out. It seems like so many of the big systems are geared toward corporations and larger businesses.  What about those of us running a website from home? Or those of us still dealing with 10 customers a week instead of thousands?

This post may contain affiliate links.  To learn more, see my full disclosure here.

I’m Here to Help

I’ve been there.  I’ve been in that place where I needed organization, but not something so in-depth that it required multiple spreadsheets and expensive software.  New businesses have a budget! And it’s usually small. Not to mention, those systems can be really overwhelming for just one person.  For an organizational system to work for you, it needs to be simple and easy to use.

Over the years, I’ve developed a small business organization system for myself that really has helped me stay on task, plan content, manage my budget, and keep everything in one place.  Have you been looking for a system like that?

Update 6/21/19: I’ve been changing and perfecting this system for years now, and have finally come up with what I believe to be the ultimate small business planner! It has over 25 pages of worksheets, calendars, trackers, inspirational quotes, and other organizational resources. You can find it here and start organizing your online business right away!

Running a small business can be overwhelming. Need a way to save time and increase productivity? Today I'm sharing my small business organization system! Read on to see my best tips, and grab your own copy of the very system I use!

How I Organize My Whole Business

My business organization system is really pretty simple. I need to be able to:

Related: A Peek into My Blog and Business Toolkit

What Are Your Organizational Struggles?

When considering what you need in an organizational system, think about what it is that you need help keeping track of daily and find something that fills that need.  If there’s too much to it, it’s more likely to be abandoned.

So, do you need a place to organize all of your content ideas? A budget worksheet? Maybe just a place to prioritize your schedule?

Keeping track of passwords is my nemesis…

Seriously, how many website passwords do you have to keep up with?  I know for me, personally, I have so many websites I log into daily.  I have the admin page for my own site, paypal, all social media accounts, Evernote, Dropbox, my bank website, etc, etc, etc….

It’s just way too much to remember.  I needed a place to keep all of that information in one (very secure) place.

Small Business Planner - Password Tracker


Having all of my login information for each website I use has been a huge help.  I used to have to reset my passwords constantly!

Keeping my business plans in one dedicated space streamlines my planning

When I first started out using a good planner, I thought it would answer all of my productivity needs.  I was using an Erin Condren at the time, and kept trying to find a way to keep all of my commitments in one place.  As I’ve said before, I’m a mom, a busy volunteer, and run a business from home.  My planner pages were so cluttered that I would lose track of everything I needed to do!

Now, I keep all of my business plans in their own place.  I’ll block out time in my normal planner for blog and business work, but the really in-depth stuff has it’s own place.


For my business, I created a “Week at a Glance” planner page as well as a “Daily Docket” planner page.  The two sheets together help me keep my business organized and on task.  With the week-at-a-glance sheet, I’m able to write out the priorities for the whole week, as well as keep a list of supplies I need to buy and products I need to make.

Small Business Organization System - Week at a Glance

The Daily Docket page gives me a full scheduling space, a spot for notes, and a spot to mark my top priorities for the day.

Related: My Secret to Mastering Productivity and Taking Charge of My Day

I never know what to put on social media!

Social media marketing is a beast.  If you have a small business, you already know this.  What will get engagement? Are you varying your content enough? Are you sharing things your readers will enjoy? Many times, I’ve found myself just not posting on social media, because I get tired of posting the same things over and over. While I am a big believer in starting small and focusing on just one or two platforms, it can still be overwhelming to come up with content every day!

Small Business Organizational System - Social Media Planners


Having a social media post planner and stats tracker has been the best thing I’ve ever done for my business to date.  I’m able to sit down on Friday and plan out content for each of my platforms for the entire week.  This helps me to be sure that I am varying my content each day and sharing new and interesting things, plus, I can track my engagement so I can see what sort of posts do the best with my fans.

Once I’ve got everything planned out, I’m able to get all of my photos and links in order and hop over to my scheduling app and schedule out my posts for each platform. I personally use Buffer right now, but CoSchedule is another great tool for scheduling social media posts!

Just a note on scheduling Facebook posts: from what I can see regarding Facebook’s algorithm’s, they really don’t like it when you use an outside scheduler, and will punish you by limiting your reach.  I personally prefer to schedule out my posts for Facebook using their own post scheduler.

Related: How I Use Pinterest for My Business

Do You Need a Small Business Organization System?

It’s no secret that I love printables.  I have an entire resource library full of them that I love sharing with blog readers. One of the options in the library includes this free download. It’s a small business starter pack, which is perfect for anyone just getting started on a new business. It covers some basics like weekly planning, tracking expenses, and social media planning. If you want to grab a copy, you can do that by signing up for my newsletter right here! It gives you access to the entire resource library, which includes the business starter pack.

Business Organization System Free Printable

Click here to get your own FREE copy of my small business organization starter pack!

If you’re ready to fully dive in and invest in a system that covers everything…

The free printable pack is great if you’re brand new with zero budget. However, it has it’s limits. For one, it’s only a few pages. It’s also limited on stats trackers, goal setting, and branding pages. You know, the things that really define your biz and help it stand out.

So, if you’re ready to grab a full small business planner pictured throughout this post, be sure to grab your own copy of the Daily Small Business Planner! It’s customizable to your needs, has an easy to use design without distractions, and includes lifetime access, so you can print as many pages as you need!

It is over 25 pages of organizational tools, inspiration, branding worksheets, stats trackers, and so much more. And, it’s all at your finger tips with a single purchase.


The Daily Business Planner includes:

  • Inspirational quotes to scatter throughout your planner (anyone else a sucker for a good quote?)
  • Coupon code trackers
  • Project planning pages
  • Income and expense trackers
  • Password tracker
  • Blog post ideas worksheet
  • An editorial calendar
  • Prospects list
  • Month & Week at a Glance sheets
  • A yearly goals tracker
  • Monthly goals tracker
  • Social media stats tracker for the year
  • Social media content planning pages
  • Daily docket pages
  • A brand identity worksheet
  • Business values outline
  • Hashtag tracker for social media
  • Giveaway trackers
  • To do lists
  • and, Notes pages!

Really, I’m not sure I left anything out! Be sure to check it out here and grab your copy today!

Pin it!

Running an online business can be overwhelming. Need to find a way to save time and increase productivity? I'm sharing my small business organization system below! Read on for my best tips, and grab the very printables I use in my own business. #smallbusinessorganization #freeprintables

Do you struggle with finding a small business organization system to stay productive and on task? What is your biggest challenge when it comes to organizing your business or blog? Let me know in the comments below, or join the conversation on Facebook!


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16 responses to “My Small Business Organization System

  1. Great post… time for me to get organized as well. I ordered a new planner (late, I know) and it’s coming today! Perfect timing on this post. Thanks.

    • Thirty-Something Angie

      Hey Jen! Don’t feel bad. I still need to order a 2017 calendar. Haha! I have an academic year right now, but it just doesn’t feel right! I’m glad you enjoyed the post!

  2. rajshree upadhyaya

    i am trying to download the small business printable but its not downloading. I have clicked the link and recieved an email to subscribe the list > I have done the same but its still not leading me to anywhere and the same thankyou page is opening again and again.

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