Project management for mystery shoppers

If you're taking on a large number of mystery shopping jobs, you need to develop a way to manage all of your projects.

If you're taking on a large number of mystery shopping jobs, you need to develop a way to manage all of your projects. In order to be a successful mystery shopper, you have to be able to keep your shopping jobs organized along with the rest of your daily responsibilities. Learning how to quickly and efficiently manage your work will make your day go smoother and ensure that you're doing to best that you can. While organization isn't easy and does take a lot of effort and time, it will ultimately help you achieve your goals and make you more money as a mystery shopper. 

Use a good computer program
When it comes to computer programs, it's best to choose one that you know works for you and is accessible across your computing devices. This means you want to be able to access it from your phone, your computer and your tablet, if you have one. A simple digital calendar will sometimes be all you need, and you can get this by signing up for a Gmail account. If you also need something for taking notes and collecting information, consider something like Evernote. Evernote allows you to easily take notes and see them between devices. While you don't have to use Evernote, having something like it can serve you well when you're out on a shopping job. 

"Repetition is key when it comes to developing a process."

Develop a process
If you follow the same steps every time, there is a good chance you'll never forget or lose anything. Repetition is key when it comes to developing a process, so find a way to control your jobs and activities in your life in an easily repeatable manner. It helps some people to write out a procedure. This gives you a visual representation so that you can check off steps as you go. Your process should encompass everything from finding a mystery shopping job to the steps taken after the report has been sent. Try to think about all of the different things you have to do to complete a mystery shopping job and then create steps for those things.

Other aspects of your life can also be organized via a process. If you have a series of processes, you'll have a number of short-term goals that you can complete and easily check off as you go. This will ultimately make you a more efficient mystery shopper and allow you to get more done throughout the day. 

Be able to adapt your process for the situation
While having a process can help you with productivity, you also need to be able to work outside of your processes. This means it's good to create processes that allow for some flexibility. For this you can focus on the steps you've created. Each one should be the completion of an aspect of the overall task. Ideally, you should be able to take a break after you complete a step. This allows for you to do other things between. However, if your process is disrupted in the middle, don't sweat it. You know what you're doing, and you can simply pick up where you left off, even if it's in the middle of an important step.