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5 ways education businesses can be more organised in 2023



Starting and running an education business can be rewarding, but as it grows, it can become harder and harder to stay on top of things.


One key aspect of a growing business is organisation.


At this time of year, when we are planning for growth and improvement, small business owners often resolve to “become more organised” without any real, practical idea of how that might happen (hint: just trying to hold more things in your head isn’t going to work!)


Here are my thoughts on how education businesses can be more organised in 2023:


Create (and stick to) a schedule

Having a schedule can help you stay on track and ensure that you are using your time effectively. How you keep that schedule is very personal – some like to use paper diaries, while others live out of their Google calendar. In my business, I have linked my Google calendar to Clickup, my task management tool, so I can plan out each day around my regular meetings and family life. One thing’s for sure, though, it’s important to schedule time, not only for work-based activities, but for breaks and relaxation too. I schedule half an hour each day for a walk – if I didn’t, I wouldn’t leave my desk at all.


Use project management tools


There are many tools available that can help you stay organised and manage your projects effectively.

Some popular options include Trello, Asana, and Monday.

These tools allow you to create tasks, set deadlines, and track progress.

My tool of choice here is Clickup – a deceptively simple task management system that allows you to build “task views”, meaning that each user can view their tasks in a way that’s meaningful for them. It took some dedicated time to learn and get used to, but these days I couldn’t be without it.


Use a customer relationship management (CRM) system


A CRM system can help you keep track of your interactions with customers, including emails, phone calls, and meetings.


This can help you build stronger relationships with your customers and stay organised in the process.


My tool of choice here is Dubsado, but I also highly rate Airtable as a way of collecting data and relating it to other data – it’s super flexible and very easy to integrate with other tools.



Set up a system for managing finances


It's important to keep track of your finances, including income and expenses.


Set up a system for managing your financial records, such as using spreadsheets or accounting software.


This can help you stay on top of your budget and make informed decisions about your business.



For me, this is twofold. I work in FreeAgent as my accounting tool – but because I’m a nerd, and I like the flexibility that Airtable gives me, I also export it all there too. From there I can sort and filter data in a way that FreeAgent won’t let me, allowing me to keep a better idea of what I’m spending and when.


Delegate tasks


As a small business owner, it can be tempting to try to do everything yourself.


However, delegating tasks to others can help you stay organised and focus on the most important tasks. Consider hiring employees or freelancers to help with tasks such as marketing, social media, and customer service.


At Katie Stone PA we can provide a wide range of high-quality services from a team of ex-teachers who have a great understanding of the education sector, and how education businesses work within it!


You can see a full list of our services here – we can provide generalist VA admin services, content marketing services, and business management.


These practical steps can help education businesses to become more organised and better equipped to succeed. Remember to take things one step at a time and don't be afraid to seek out additional help if you decide that you need to outsource – we are here for you!


Ready to outsource now and want to have a no-obligation chat? Book a free call here and let’s work together to make a plan!


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