Self Test #5:
Paperwork Management
| 1. I have an effective and reliable paperwork management system. |
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| 2. All my employees consistently receive, process, and file paperwork according to a thoroughly understood system. | |
| 3. I know exactly where to find paperwork, whether it's a customer invoice or a supplier bill. | |
| 4. I purge my files annually, to prevent clutter from past years or closed jobs from interfering with the convenient filing of current information. | |
| 5. My office rarely has piles of paperwork; current work is filed upon processing. | |
| 6. I don't have to wait until monthly credit card or supplier statements arrive. Purchases and expenses are recorded on a daily or weekly basis so my financials are up to date. | |
| 7. Customer files are well organized and can be counted on to contain needed information. | |
| 8. I can tell just by looking at a bill whether it's been entered into the computer. | |
| 9. I understand what types of paperwork can be discarded after a certain period. I label file boxes of paperwork with a DISCARD date. I discard paperwork when appropriate. | |
| 10. My paperwork management system is logical, documented, and easy to explain to new employees. |
Scoring Your Results
Count 1 point for every statement that's TRUE about your company.
Is anything less than 12 good enough?
If not, check out these services offered by BSM:
Paperwork Management