As an account manager, you have to juggle multiple tasks, clients, and deadlines. How do you prioritize and organize your workflow to deliver results and maintain relationships? Here are some tips to help you manage your time and resources effectively.
The first step is to assess your workload and identify the most important, urgent, and complex tasks. You can use a matrix or a list to rank your tasks based on their impact, value, and effort. This will help you focus on the tasks that have the highest priority and the most benefit for your clients and your company.
The next step is to plan your schedule and allocate time for each task. You can use a calendar, a planner, or a project management tool to create a realistic and flexible timeline. You should also consider your energy levels, your availability, and your deadlines. You can group similar tasks, batch repetitive tasks, and block distractions to optimize your productivity. You should also leave some buffer time for unexpected issues or emergencies.
The third step is to communicate with your stakeholders and keep them informed of your progress, expectations, and challenges. You can use email, phone, or video calls to update your clients, your team, and your managers on your goals, deliverables, and feedback. You should also set clear boundaries and scope for each project and request support or resources when needed. Communication is key to building trust, rapport, and satisfaction with your stakeholders.
The fourth step is to review and adjust your workflow and evaluate your performance. You can use metrics, reports, or surveys to measure your results, outcomes, and satisfaction. You should also reflect on your strengths, weaknesses, and areas for improvement. You can ask for feedback from your stakeholders, peers, or mentors to learn from your experiences and identify best practices. You should also celebrate your achievements and reward yourself for your hard work.
The fifth step is to automate and delegate some of your tasks and processes to save time and energy. You can use tools, software, or templates to automate tasks that are repetitive, routine, or low-value. You can also delegate tasks that are outside your expertise, interest, or capacity to other team members, freelancers, or agencies. This will help you focus on the tasks that require your skills, creativity, or relationship-building.
The sixth step is to balance your work and life and avoid burnout. You can use techniques, habits, or routines to manage your stress, health, and well-being. You can also set boundaries, limits, and goals for your work and life. You should also make time for your hobbies, interests, and passions. Balancing your work and life will help you maintain your motivation, enthusiasm, and happiness as an account manager.