JESSICA DIEKEMAMARKETING ASSISTANT
Jacks Wholesale Windows5S
My Workspace
My workspace is located at the front desk in our showroom in Schoolcraft Michigan. I am a marketing assistant at Jacks Wholesale windows and spend my work days on the phone, computer, and laptop scheduling appointments, dealing with accounts receivable, answering questions, and generating leads.
My workspace
This space is dysfunctional mainly because of the lack of organization. It is difficult to find what I need and I have to dig through papers to find files quickly when a customer calls to ask about a certain project. I also have very little space for my laptop. Daily sales results and internet leads get lost in the shuffle and are not organized as they should be.
Proposed Improvements
Organize the desk drawersEliminate sticky notes as reminders/listsMake more room for the laptop and more
workspaceOrganize files and warranties in a filing
cabinet or desk organizerMove printer and credit card machine closer
to desk to eliminate time spent walking to the back office
Before
The workspace is cluttered and leaves little room for paper work to be done efficiently. There is a stack of files and information I need access to daily, and have to rummage through to find certain contracts.
The desk drawers are stuffed full of miscellaneous and unnecessary items, Stamps are scattered on the desk and get in the way.
After
Added a desktop filing system to make my stack of papers, I need access to daily, more organized
Purchased files and labeled the files to store the contracts and warranties closer to my desk
Cleaned out desk drawers, throwing away any unnecessary items and replacing them with envelopes and tools I need to access on a daily basis
After
Labeled binders and placed them next to my computer, also moved the phone to create more workspace and added a desktop filing system
Placed all stamps in a container on the desk, removed sticky notes and placed my To Do list in a planner, making the space less cluttered. I now have room to do paperwork and keep my laptop nearby
Changes Made
Sort Organized the desk drawers to allow more space for
the things I use most often, and eliminate clutter Removed sticky notes, and organized To Do’s in a
planner Used filing cabinet to organize loose papers and make
files more accessible while at my desk Sorted through loose papers on desk to determine
what needs to be filed and eliminate what is no longer needed
Changes Made
Set In Order Replaced and threw away any miscellaneous items in
the desk drawers, to make room for things I need easily accessible
Filled desk drawers with items that are helpful to have on hand and close by such as envelopes, paperclips, and deposit records
Filled filing cabinet with papers that were kept after sorting through them
Used desk top filing as well to organize contracts and warranties
Changes Made
Shine Labeled files in filing cabinet as well as folders kept in
desktop filing system Labeled binders storing daily sales results and
internet leads Rearranged stamps as well as phone and laptop
location, making more workspace available Cleaned desktop with disinfectant wipes
Changes Made
Standardize Worked through the steps I take to process a contract,
mail warranties, and generate a lead in the new space Made a couple small changes of file location to create
better productivitySustain
Plan on organizing every other Saturday to ensure continued functioning of the space
Plan to purchase more folders for filing, and more desktop organizers, to have more organization available during future projects
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