Those in the advertising world know that organization is key. In true consumer insights fashion, I decided to survey Lawrence & Schiller to see how the agency stays on task. Below are some common practices, as well as some tips and tricks from a few of our more “organizationally savvy” Extra Milers.
From scheduling meetings, flagging emails, color coding inboxes or writing notes in calendars, Microsoft Outlook is the source of power for many Extra Milers.
- “I use lists and lots of them. I also put specific tasks in my Outlook calendar so I never forget anything. Never.” – Jamie Hegge, The Master of Project Lists (aka Account Supervisor)
- “Totally through Outlook. I have reminders set up during the day (which come through on my phone) along with a very long to-do list for both work and home.” – Kim Ringen, Keeper of the Calendars (aka Office Manager)
- “Outlook calendar and two other things – I like to call Cortney and Jade.” – Scott Wiechmann, Semi-Organized Artist (aka Senior Creative Director), referencing two of his teammates in Account Service
Traditional notebooks are another secret weapon at L&S. Daily to-do lists and chicken-scratch notes are essential to keeping the agency on task. Plus, nothing beats the feeling of crossing a completed project off a list.
- “I like to keep a post-it with my ‘must do’s’ for the day. I also try to list all the things I need to accomplish in the next work day before I leave, so I can come in focused and ready for the day. Crossing things off my list is just such a rush.” - Paige Schwitters, The Post-It Note Planner (aka Account Coordinator)
- “I’m an Outlook calendar and notebook list kind of guy.” - Sam Gotham, A Man of Few Words (aka Account Executive)
Techy Tools, Apps and More
Traditional methods aren’t for everyone. A select group of agency trendsetters are paving the way with savvy tools like Evernote, Google Keep, Todoist, Oracle and more.
- “I have always been accustomed to tools like Salesforce, Oracle, Sharepoint, AS400, etc. These are major life savers to help keep my day organized.” – Miki Miller, The Toolkit Trendsetter (aka Digital Marketing Analyst)
- “Google Keep is amazing! I use it for all of my personal to-do lists, shopping lists, etc. Plus, you can share lists with collaborators.” – Kristy Laue, Properly Prepared Copywriter (aka Creative Director)
- “Aaaah, my favorite subject! I use the Todoist App, and yes, I even pay for Premium. I live and die by it. Aside from that, the team uses Google Docs for our status list, and I rely on that heavily for creative projects.” – Cortney Slaight, The Task Master (aka Account Executive)
For some in the agency, one tool is not enough. These overly organized Extra Milers put their to-do lists on anything and everything they can get their hands (and pens) on.
- “Daily checklist in notebook, Outlook calendar, Inbox and Trello.” – Carly Hegstad, The Equal Opportunity Planner (aka Digital Marketing Strategist)
- “I do it all. Sticky notes, phone reminders, outlook reminders, Google doc for team status reminders and a planner…that I put sticky notes on.” – Samantha Bucknell, Creator of Lists on top of Lists (aka Account Coordinator)
- “Writing a weekly to-do list in my notebook, writing a sticky note at the end of each today for tomorrow’s top 3 priorities, the task function in Outlook and calendar reminders!” – Sarah Barthel, The Gratuitous Organizer (aka Media Coordinator)
See below for the full list of project management tools we use around the agency. Give ‘em a try and let us know what works best for you. We’re always looking to improve!