Sarah Schacht

By

Sarah Schacht

Published on

April 17, 2018

Tags

agency life, marketing

As a Marketing generalist at LEWIS, I am always juggling multiple projects and tasks at any one time. I have the unique position to be able to work in-house to market the agency and collaborate with all the departments, globally across the organization.


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How do I stay on target, on time and organized? Here are a few tips that help keep me on track. These could apply to larger projects, small day-to-day tasks, your personal life and everything in between.

Checklists

I know some people might be against the dreaded to-do list, but they have always worked for me. There is something so satisfying about crossing a task off a list.

For daily management, I simply use a pen and paper checklist. I write down everything I need to do for the day and have fun crossing them off one-by-one. I also am a proponent of task management tools, like Asana or Microsoft Planner, for larger collaborative projects and for assigning tasks to others as well.

Calendars

Calendars are my friend. I am constantly looking at them, whether on my phone, in Outlook, or even printed monthly calendars that I can put a pen to.

I mentioned task management tools above, that provide reminders delivered straight to your inbox. But for personal to-do’s and to never miss a deadline, I set appointment reminders right in my Outlook calendar.

For larger projects, I always start with a work-back schedule from the day the project is due, I fill in major milestones or tasks that need to be completed. The schedule is an important tool to keeping any project on track and to keep others accountable.

Communication

More often than not, your projects will involve several other people and the most important thing is keeping everyone on the same page. It’s crucial to communicate, even overly so by way of emails, progress meetings, etc. For ongoing project and campaigns, I will usually send the team a weekly recap and progress email along with upcoming tasks and deadlines.

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Follow up is key as well. Friendly reminders to project stakeholders along the way may be helpful. Also, if a deadline has passed – don’t be afraid to nudge a little! Most likely, people are just super busy and would appreciate a nudge.

These are just a few everyday tips to keep me organized and on track. But I have found that we all operate in different ways so find what works best for you.

 

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