Things We Adults Have To Do Sometimes: The Ultimate “What-If?”

A conversation about life insurance turned to a serious statement for me and my husband – we needed to update our wills.  Our sons are older, our needs have changed.  It’s time.

Regardless of age or situation, organized people get their affairs in order.  We needed to make that happen.

But who wants to tackle the tough subjects, right? Either for our self or with a loved one? It can be difficult, uncomfortable, upsetting and even depressing. But we have to do it, for the Ultimate What If.

These are tough topics, I know.  But I also know that making decisions for yourself and your stuff can be a positive experience, bringing peace of mind, comfort, clarity and relief.  Here are some ideas about the process.

Make sure someone knows where your vital information is.  You don’t have to share it all, but a trusted friend should know where it is.  Your vital information might include:

  • Password info for your online information
  • Banking, tax and financial highlights
  • Your Will and Powers of Attorney for Health Care, Financial or Legal Matters, etc.
  • Anything else you would like someone to know about you, should you no longer be able to speak for yourself.

Find and Utilize Your Expert.  Last week, we met with our lawyer Eileen (http://kerlinwalshlaw.com/) to complete our Will and Powers of Attorney.

I wish I could take credit for the hard work, but our attorney took care of that.  We delivered our information and answered questions, then she and her wonderful office turned our information and decisions into the finished product.  We explained our needs – in the event of a tragedy, we need to provide guardianship for our youngest plus for the educational needs of all three sons. Beyond that, we also talked about health care decisions and planning for the future.  And since she is our expert, she was able to explain different strategies and options to us to meet our goals.  Find your own expert (or contact Kerlin Walsh Law), and make the call.

Make Decisions About Your Health:

  • One of the documents we signed was our Power of Attorney for Health care.
  • A few years back, a client asked me if I would sit and read through her own Power of Attorney for Health Care and Finances, plus her End of Life directives with her.  The topic upset her children too much to talk it through with them, and she really wanted closure with the process.  Conveniently, I’m a notary public, so I could notarize her signature while we were working.   She also recommended “5 Wishes”, https://fivewishes.org/, as a guide to help with these tough decisions.

Make Decisions About Your Stuff:

  • If you have specific items to share, write a note now about who should get the item, but more importantly – write a note about Why?  Why do you want the crystal vase to go to your niece, and what makes it important to you?  Tell your story, and the story of your gifts.  I would even suggest  – if you are downsizing or just in a mood to purge, give the treasure to your loved one now, while you can share a story in person.

Make Decisions About Your Service: 

  • The Dress.  Early in my career, I cleaned out a closet with a dear client.  There was a dress hung in the back of the closet, with the dry cleaner bag still on it.  The client was active and healthy at the time, but she told me that was The Dress, and if her family asked, that was The Dress she wanted to be buried in.  I respected her wishes, and we talked a little more about her plans, and then moved on.  She had many more good years.  Last summer, at her wake, seeing her in The Dress made me cry and smile at the same time, I was so glad she had shared her wishes with her family.
  • You may not know this, but in addition to a certified professional organizer,  I am also a liturgical musician and have sung for dozens of funerals.  If you have a favorite song or scripture reading, let someone know now.

This is a weighty topic, I know. But taking a calm and organized approach to getting your affairs in order now will save everyone stress or heartache later.  Just do it!

It’s Time to Prune Time Clutter. Less Really is More.

Thanks for the feedback regarding my article a few weeks ago, “I’m Not a Gardener, But I Know How to Prune”.  It seems the imagery resonated with many of you.  This topic was always intended as a two-part post because we can’t address physical clutter without talking about Time Clutter.  We can prune away unproductive time practices just like pruning away unproductive clutter!

Do you ever feel like you’ve got a million things to do today and you’re scrambling to just get something done?  Yep, me too.

About a month ago, I started to prune my To Do list.  It had become a dumping ground and, even though I really love my list, that habit was NOT serving me well!  I had unrealistic expectations of myself and my time, and I set myself up to fail daily by leaving too many tasks on my daily list.  Failure feels rotten, as does scrambling and stressing to complete tasks.

I added the following to the top of every day’s To Do list:

“TASKS MUST BE ACTIONS: Review; Prioritize; Allot time; Emails / Calls – 5 minutes or less; Actually schedule; Make June list.”

So, what does this mantra mean?

“Tasks Must Be Actions:”  My To Do list holds a lot of information, but only actionable steps or errands.  I keep ideas elsewhere.  “Change The World” is a great idea, but it’s not helpful on the To-Do list.  Only actions are permitted – “Send graduation announcements”, “call the chiropractor”, etc.

“Review”: Multiple times every day, I review my schedule for the day (and maybe week) and my To Do list.  If I have a full day of clients and appointments, I cannot reasonably expect to complete 20 tasks or run 10 errands.  If I happen to find a couple of hours free, though, I can fill that time with productive tasks.   “Review” means I have a clear idea of what my day may hold.

“Prioritize”:  We all know that not all tasks are created equal, especially when it comes to productivity. A strength of my To Do list is that I list EVERYTHING that needs done – today and tomorrow, next week and next month.  All these tasks are important, but they don’t all need to be done RIGHT NOW.  I set my tasks for the day based on the urgency of the task and the time available today.  And tasks that aren’t a high priority for today are assigned to another day.

“Allot Time”: How long do tasks really take?  This is very important information for us to have!  For example, “text client to confirm appointment” takes 30 seconds, while “Write blog and newsletter” usually takes a couple of hours.  Yet they are listed on today’s list one after the other.  Allotting time for tasks lets us know what we can fit in the time we have.  Daily, I look at my task list and assign 5 / 10 / 20 / 30 or 60 minute time allotments to each Errands or Task.  If I allow too much time, I’ll have some wiggle room.  If I don’t allow enough, I’ll have to wait to complete other tasks until later (which is why prioritizing is SOOO important!)

“Emails / Calls – 5 minutes or less”:  I was stopped by a train this morning.  In the few minutes I waited, I checked my To Do list and made two phone calls.   Very often, I will tackle 5-minute tasks first, just to see how many I can check off!  And I only give them 5 minutes!  So I try to be clear and succinct in my phone calls and my emails!

“Actually Schedule”:  These past few weeks, I’ve been more specific about actually scheduling tasks.  Meaning, I’ll spot a clear 30 minutes on my schedule between clients and plan 6 5-minute tasks for that time.  Or a couple of 10 minute tasks.  Just one more way to make my To Do list work for me!

Finally, the “June List”: Or July, or Autumn or next year.  I have lots of tasks I want to complete and goals I want to reach, though some of those don’t need to be completed any time soon.  I keep the Task or Errands, but I assign in to a day far in the future.  Yes, I have a September list already, with a couple of house projects I want to tackle then.

We all have time and productivity clutter we can prune.  Look closely at your tasks and time this week, and see where you, too, can cut away the unproductive branches to help you grow!

Get Rid Of Mail Before It Arrives!

At a presentation last week, I promised to share some tips about purging paper clutter.  Specifically, how to cut down on mail before it even hits your mail box! 

Wouldn’t it be better for mail to just not even arrive?!  We can make that happen!  Drastically reduce your new mail and have less paper to manage!

Check out the Direct Marketing Association website at https://thedma.org/accountability/dma-choice/, and for $2, sign up for DMA  Choice.  Here, you can choose to remove your name from mailing lists, cutting down on your unsolicited mail.  I have a couple of derivations to my name – Colleen and Mary Colleen, for example – so I can list all the different ways my name appears and remove it from unsolicited mailing lists.

Rest assured, the DMA will only remove you from unsolicited mailing lists (from organizations and companies you don’t already have a relationship with), so the mail you want to receive will be unaffected.

File this under “learn something new every day”, the DMA also offers the option to remove deceased family members from mailing lists, to help eliminate the sometimes painful exercise of returning mail or having to call organizations and talk about a death.

 

Next, on to Catalogs.  Tear off the back page and recycle the rest.  Then, with your back pages in hand, head over to CatalogChoice.org, to eliminate unwanted catalogs.  Catalog Choice will ask for the name of the catalog, your name and address, and the key code and source codes on the catalog.  It may take up to a month to see a difference, but your mail box will thank you!  If you have a catalog not listed on CatalogChoice.org, try calling the 800# to cancel it.

 

Also, receive as much of your mail via email as possible.  Magazines, newsletters, banking and financial statements, bills – all can be recieved via email or logging in!  Save your statements to PDF on your computer, and eliminate the need for paper (Making sure you back up your data, of course).

 

And… if the mail does still arrive, as some, no doubt, will…

  • Set up a recycling bin next to the door and toss immediately anything that can be recycled.
  • Keep a shredder close at hand, too.  There will be unsolicited mail that arrives that may contain personal information or offers, and these items should be shred immediately.
  • Tackle these quick steps regularly, so mail and paper clutter doesn’t have a chance to pile up

Keep the mail from piling up, and give your mail box a break!

Nat’l Organize Your Home Office Day: Your Papers Need a Home

The second Tuesday of March is National Organize Your Home Office Day.

I have posted dozens of articles about paper management and office organizing.  Just last week, I was reminded of the importance of having a Home for Your Papers, and wanted to share!

Think about the idea of “Home”.  If a person has a home, you can typically find them there.  They start and end their day there.  If you need to send them something, you send it to their home so it’s waiting for them when they arrive.  A person’s home is their default, their normal resting place.

Our important papers need the same thing. Our papers need a home so we can find them again, pair them with related papers, and keep them safe.

(A word about technology:  Any of these suggestions also work if you keep only digital records of your information instead of actual paper!)

There are three main categories of important papers.

  1. Active papers:  Papers that require a further action soon.  Bills to pay, coupons for an upcoming purchase, forms to complete and return.  The most important thing about Active Papers is to take action on them, so their HOME needs to be convenient and close at hand.
    For example, when I finished opening mail with a client recently, we had just a few small piles of papers to deal with.  After I filed some passive papers, we set up her bills to pay, and she tucked into her purse the village vehicle sticker info and some coupons for her errands later in the day.
  2. Passive Papers: Passive papers are papers we need to keep for a certain amount of time, like paid bills or bank statements or tax returns.  We need to keep them  for a certain amount of time, and then we need to make sure we purge / recycle / shred them once in a while, so they don’t pile up and we end up with 20 years of paid utility bills in a file drawer, or grocery receipts from 6 years ago in a shoebox.  The most important thing to remember about Passive Papers is to put them away instead of leaving them pile here and there, and to regularly purge them, like once a month or once a year, so that they don’t accumulate.
    For example, today I went through bank statements with a client to prepare to do her taxes.  It was easy to find the necessary statements since ONLY 2017 and a few 2018 statements were in the file – all the others are bundled up with previous year taxes and cleared out of the drawer!
  3. Archival Papers are Papers that we need to keep for the long term.  Birth / marriage / sacramental certificates, social security cards and pass ports, house purchase papers, car or boat titles, wills, etc.  The most important thing to remember about Archival Papers is to protect them, so their HOME needs to offer protection (a safe or a bank safety deposit box) and may be a little less convenient to access.  But that’s OK, since we don’t need to access Archival Papers often.  For example, I registered my youngest for high school last Saturday and his birth certificate and social security number were both required.  Grabbing both took all of 10 seconds, since we have one and only one very safe and specific place for such vital documents.  And of course, I PUT THEM BACK when I was done with them!
  4. There are probably more than 3 types of papers, if we add in memorabilia or photos, but those will be a discussion for another day!

So, as we think about organizing our Home Office on National Organize Your Home Office Day, make sure to have HOMES for these three types of papers.

  • Active work space and open storage for tackling your to-do pile, and time set aside in your schedule to take care of business.
  • Closed storage, perhaps a file cabinet drawer or a desk drawer, for your passive papers.  Plus, a regular habit to regularly (weekly or monthly) file passive papers, and every month or year to purge your outdated passive papers.  And
  • Safe storage, perhaps a portable safe or a locking file cabinet drawer, for your important archival records and vital documents, so you can always find them when you need them.
To:

Receive more ideas and suggestions like these;
Book time with me in person or virtually;
Arrange a presentation for your upcoming event; or
Discover the benefits of Organizational Coaching;

Please contact me.

Call / text 708.790.1940
Online at  http://peaceofmindpo.com
www.Facebook.com/MColleenKlimczakCPO
Via Twitter, @ColleenCPO

“What Do I Do With All Those Magazine Articles?”

“What Do I Do With All Those Magazine Articles?”

This question came up at a Paper Management class a few weeks ago, and it comes up often in my work!

 

I understand the challenge!  Personally, my magazine reading consists of:

  • Stash new magazines into a holder above my desk as they arrive in the mail;
  • Grab the magazines as we head out the door for a road trip (I read when it’s my husband’s turn to drive);
  • Read magazines cover to cover, pulling out only the articles that interest me;
  • Recycle the used magazines;
  • (Eventually) Process the handful of articles and information I have pulled out when I get home.

So, most of those steps are pretty straightforward, right?

  • Create a spot to keep your un-read magazines.
  • Create time and a routine around actually reading them.
  • Keep the important info, and recycle the rest.

But…. then what?  How do we store them? What should we DO with them?  Here is my answer for the class participant (let’s call her Patty) and the rest of us with the same question!

CATEGORIES:  My first question to Patty was “What are the categories for your articles?  She answered:

  • Health articles
  • Books to read
  • Diet & Exercise tips
  • Great Household Tips
  • List of Good Wines
  • Sentimental Greeting cards given to me
  • Beauty/Makeup Products
  • Easy Craft Projects
  • Decorating Ideas

For my own categories, I might add:

  • Items to share with others
  • Recipes
  • Business ideas / marketing ideas
  • Blog article ideas

 

HOW TO USE THE INFO?

Once you have established your categories, consider how you want to use each category’s information.   For example –

Let’s say you save an article with “work out moves for cold weather”.  You probably want to post that article where you can see it as you work out.

What about an article regarding a new treatment that you want to discuss with your doctor?  You probably want to keep that article close at hand but portable, so you can take it with you to your next doctor appointment.

What about recipes?  The logical place for recipes is in the kitchen, of course, where they will be used.

HOW TO STORE THEM:

Low-Tech Solutions:

Consider 3-ring binders for articles you want to keep and read again.  Binders work if you want to read your information like a book, or if you want your information to stay portable.

I personally use a 3 ring binder for recipes.  I have done away with most of my cookbooks over the years, and keep only the recipes I use often.  When I tear out a new recipe from a magazine, I will tuck it in to the front pocket of my recipe binder.  When I am looking for dinner inspiration, I will head to that front pocket!  I’ll only keep recipes that my family and I actually have tried and like – those go in page protectors in the same binder, filed by category.

I have a client with multiple health challenges, and she keeps a binder for articles and ideas to take to appointments and discuss with her different medical professionals.

I also recommend standing file holders with hanging files tabbed with the name of each category.   As you collect the articles, filing becomes so easy!  Then, when you’re ready to review the file, you can pull out all the similar articles at once.

 

 

Consider high tech solutions, too.  I asked Facebook friends for their magazine article suggestions:

MHD: “I scan the articles and store in a file on my computer” or

MTO: “I take photos of recipes that I want to save and keep a file on my PC. For longer articles, I will sometimes scan them to my PC and save them based on topic. (Meaning, a marketing article would go into the Marketing folder on my PC, a sales article would go into a Sales folder, etc.)”

Snap a picture with your phone or tablet, save articles and ideas on Evernote or Pinterest. Better yet, consider receiving your subscription electronically on your tablet or kindle.

 

HOW TO USE THE INFO BETTER!

The most important thing to remember about these magazine articles you are keeping is that you actually want to USE the information they contain.

Read your periodicals differently.
  • Keep only the pages you want, and recycle the rest.
  • Read with a pen and notebook nearby.  Sometimes, an article only contains one idea or reminder that we need to keep (circle it or highlight it!!), or generates one idea or task to add to our to-do list. (“Oh, reading this article reminds me I want to ask my doctor about vitamin D supplements.”)
  • Make sure that you make time to actually ACT on the ideas from the articles!
  • What can you take care of right now?  Add ideas to your lists, bookmark the website referenced in an article or subscribe to the newsletter or blog, then toss the paper!
  • What can you get rid of for good?  Are there certain magazines that always seem to pile up?  That you never seem to want to read? Or that don’t have articles that you keep?  Time to let that subscription go!
To:

Receive more ideas and suggestions like these;
Book time with me in person or virtually;
Arrange a presentation for your upcoming event; or
Discover the benefits of Organizational Coaching;

Please contact me.

Call / text 708.790.1940
Online at  http://peaceofmindpo.com
www.Facebook.com/MColleenKlimczakCPO
Via Twitter, @ColleenCPO

Organized People… Don’t Pay Late Fees! 4 Tips to Organize Your Bill Paying

Organizing Your Bill Paying Process ensures successful and consistent Bill Paying!  Try these 4 tips to Streamline Your Process!

Set An Appointment.  

Client Study:  A client I first met many years ago admitted that deadlines and due dates would often slip past her and her husband, costing lots of money in late fees, not to mention frustration! She did not have a set time to regularly sit down and pay her bills, so as life got busy, they would both forget to pay bills.

Tip: Set aside time every week or every other week to pay your bills.  For example, if you get paid every other Friday, make an appointment with your computer / check book for every other Thursday evening to pay your bills and manage your money.  If it’s on the calendar, it’s more likely to happen!

 

Do the Job Until It’s Done.   

Client Study:  I worked with a couple, and I could tell that the husband was very nervous about having an organizer in the house! He was very happy when I told him I wanted him to spend LESS time on his papers every week!

Here is the rest of that statement: “Carve out an hour every week (they chose Saturday morning) to open all the mail, pay all the bills, respond to any other correspondence and shred / recycle whatever needed to go.”  They agreed an hour should be enough. They could worry less throughout the week, but they had to tackle all their money management tasks, start to finish, when they DID work on their bills.

Tip: Spend less time on your bill paying, but complete the job from start to finish when you sit down.

 

Dedicate Space for Paying Bills.

Client Study: I worked with a lovely couple just last week.  They took turns explaining how they used their shared work space.  One person had a place to always tuck the bills to be paid. The other person had no idea that was the system in place!

Just that one piece of information, a dedicated place to put the Bills-To-Pay, made a huge difference in how each uses the space!

If you pay bills on line, consider creating an email subfolder or maybe even an email account just for bill-paying and financial information, and make sure everyone who needs to know about it has access!

In addition, set yourself up to succeed with your necessary supplies in that space (pens, notepad, post its, computer if you pay on-line, envelopes and stamps, etc.).

Tip: Dedicate Space for bill-paying, and let all involved parties know the plan!

 

Make  Filing Easier, Too!

Client Study: Me.  For both our personal and my business bill paying, we have done away with individual vendor files and just have monthly folders for all income and banking info.  Any paid bills, receipts, bank statements, etc., get added to those monthly files.  Finding info is so easy, as is filing!

Tip: Create Monthly Folders for all things Income / Banking related and make filing easy!  And if you like this idea, apply it to your on-line bill paying as well!  Same idea around your directories on your computer or google drive!

Pick a Tip, and Give it a Try!
To:

Receive more ideas and suggestions like these;
Book time with me in person or virtually;
Arrange a presentation for your upcoming event; or
Discover the benefits of Organizational Coaching;

Please contact me.

Call / text 708.790.1940
Online at  http://peaceofmindpo.com
www.Facebook.com/MColleenKlimczakCPO
Via Twitter, @ColleenCPO

Create Productive Work-From-Home Space: National Clean Off Your Desk Day

Last week, I heard from a newly minted college graduate.  She is very excited to start her first  professional position with a national company, working from home.

Hmmm… “Working From Home”.   A quick glance at wikipedia revealed related terms like “telecommuting”, “remote work” or “teleworking”.  This is a growing trend, with many of us working at least some of the time from non-traditional work space.

According to this recent New York Times article,  “More American employees are working remotely, and they are doing so for longer periods… Last year, 43 percent of employed Americans said they spent at least some time working remotely, according to the survey of more than 15,000 adults.”

With this conversation in mind and National Clean Off Your Desk Day (second Monday of January) here again, let’s talk about Organizing Your Work Space for Working-From-Home.  Let’s look at solutions to common Work-From-Home Challenges!

Be Professional and Productive While Working From Home

There are habits we can create to feel professional and productive, no matter where we work.

  • Create a morning routine – get up, work out, eat a healthy breakfast, get clean, etc. – even if your commute is the 10 feet between your living room and office.

    My Company Wellness Program 🙂

  • We all benefit from the clear definition of a start and end to our work day.  If you need separation in your day between personal time and work, go for a run, for Mass, for coffee, or to drop off the kids at school.  Then, come home and boot up!
  • Dress professionally, even if you don’t see another person all day.  No PJs for productivity!
  • We need to minimize distractions (more on this later) working from home, but the opposite is also true.  Remember to walk around and take breaks!

My Company Cafeteria (a.k.a. my kitchen counter!)

Stay Connected:

  • A common challenge of working from home is feeling isolated.  Remember, Community comes in many forms.
  • Check with your company!  If your company has teleworking opportunities, they probably also have strategies in place to help employees stay connected.
  • Find a mentor or accountability partner within your company.   You can also ask the professional association attached to your industry, or even just someone you really respect.
  • Join networking or FB groups within your chosen field or geographical community. My FB and networking groups are amazing resources for me as I navigate my day!

Physical Workspace:

  • If you are clear on the Work of your Work, you can probably work from anywhere!
  • No one needs to know where you work!  Some days saying “working from home” doesn’t feel professional, so I might say I’m working “remotely” or “virtually”, whether I’m at a client’s office, my own home office or Starbucks!
  • Your Actual Work Space:
    • If you skype, or have video conference calls, invest in a back drop or standing screen that looks more professional than your family room or basement!
    • Organize your work space, especially if you need to switch from student focus to work focus, like my young friend.  A clean desk helps you focus.  My accountability partner mentioned just last week how much more creative she feels when her work space is organized and clutter free.
  • Need Professional Space for a change of pace or a group project?  Perhaps your team is coming into town for training?  Many communities have available shared professional spaces or  business centers.  For a fee, these centers may offer work spaces, office services such as copiers or fax machines, conference rooms to rent by the hour or day, and even administrative help.   For example, I am a member of BAPA here on the South Side of Chicago, and their business center offers office equipment and conference room space free to paid members.

The “Home” part of Working-From-Home

  • Be clear with your house-mates what your tele-working will mean.  You may be home but still on the clock!  (The same goes for pets – one client closes the door and curtains to the back yard, to signal to her faithful furry companions that play time is over!)
  • A closed door can be an arranged signal that quiet time is needed, or that a conference call is in progress!

Consider these ideas when creating your productive work-from-home space!

If Nothing Changes, Nothing Changes.

(Click here to see / hear me read this article on a Facebook Post.)

I have an article half written for publication this week regarding great questions a client asked about menu planning.  But that is not the point of this post.

Fact is, my thoughts on the menu-planning article were pushed away this morning by the recurring mantra “If Nothing Changes, Nothing Changes”.  (I googled this quote, to give it and it’s author proper credit, but it is unclear as to who actually coined the phrase.)

“If Nothing Changes, Nothing Changes.”

This phrase has been rolling around in my head since last night when I co-taught a class with my friend Mark at the Oak Lawn Public Library on Bullet Journaling.  Bullet Journaling is a great productivity tool, and I promised some of the class participants that I would publish more about it soon.  But that is not the point of this post.

“If Nothing Changes, Nothing Changes.”

People don’t attend classes because they want everything in their lives to stay exactly the same. People choose to learn about new things because they want to think or do things differently.

“If Nothing Changes, Nothing Changes.”

So, what do you want to change about your life, and what are you willing to do differently to create that change?  Some times, change happens to us from the outside.  Sometimes we are the catalyst for change from inside.  In this instance, I am asking YOU what YOU want to change or make better.

“If Nothing Changes, Nothing Changes.”

Last Fall, I was asked to make a really big change, to take on a responsibility that would help my community.  One of my very wise sons asked me 3 questions:

  • “What will change, from day to day, if you take this on?”
    • The answer was “I will have to make room in my schedule for these new responsibilities, but I can and am willing to do make the necessary modifications, to let go of a few roles and responsibilities to make room for this new one.”
  • “What GOOD can you do?”
    • This was the more important question for me.  Yes, this big responsibility might be time consuming and a little intimidating, but the idea of the GOOD that could come from the change was enough to inspire me to act.
  • And, “What did Dad (my husband) say when you told him?”  That one made us both laugh!

Change is exciting and motivating and energizing.  It can also be occasionally terrifying, uncomfortable and paralyzing.  Change can be difficult.

What if the change is the wrong change?

Yes, but what if it’s the right one?

What if change is awkward or hard or uncomfortable?

Yes, but what if it’s not?

“If Nothing Changes, Nothing Changes.”

There is an old adage that I read recently, “There are 7 frogs on a log, and one decided to jump. How many are frogs are on the log?”

The answer, of course, is 7.  Until that one frog actually jumps, there are still 7 frogs on the log.  Decision making is important, of course, but real change only comes from Action.

“If Nothing Changes, Nothing Changes.”

So, think your thoughts, dream your dreams and make your plans. Then act.

Take that single small first step towards change on your own terms.  Jump off that log.  Because “If Nothing Changes, Nothing Changes.”

National Organize Your Home Office Day: My High Tech Me Project

Did you know?  The second Tuesday in March is National Organize Your Home Office Day.

I’m entertained by the fact that, thanks to technology, I started this blog seated at my favorite satellite office, the Corner Bakery near my home.  Not to be confused with my favorite Conference Room, the Beverly Bakery, also near my home and where I take my breakfast meetings.  The real irony is that I’m avoiding baked goods, but I really love these places!  And now, I’m home in my actual office.

These “home office” musings remind me that my “Home Office”, or in my case, just my “Office”, is anywhere that I am at that moment, thanks to technology.  There is a dark side of tech, though:

I’ve been struggling with the myriad methods of communication available, and how to manage them all well.  For example, last summer, a friend asked “Did you get my message?”, so I went back to check my:

  • recent texts;recent voice mails on my mobile phone;
  • recent voice mails on our home phone;
  • FB messages on my personal page, and
  • FB messages on my business page;
  • professional email;
  • personal email;
  • at the time, cub scout pack email (as I was still Cubmaster and she is a scouting friend);
  • twitter; and
  • actual snail mail, and my really big white mail box because she lives down the street, and could have left something for me.

Ridiculous.  Not the message or the friend (she is lovely), but the number of places I had to check for communications.  Ugh.

Fast forward: I spent the first 7 weeks of 2017 working on what I called my High Tech Me project. My plan was to make the moving parts of my office experience work better together.  To organize my “office” and clear communication clutter, I organized my tech.  After assessing my needs, I (just to list a few steps):

  • streamlined my IPad and IPhone apps, and set up my laptop so all the devices communicate with each other;
  • set up my devices to update automatically overnight, and installed yet another external hard drive;
  • purchased a few more chargers and surge protectors for the places we all use them the most (and my chargers are pink as the only female in the house, to easily identify who swiped my stuff);
  • fully embraced Gmail for my personal email – it’s easy and has an app!, and I left behind our old email provider that doesn’t have an app and regularly froze up or kicked me out;
  • wi-fi enabled my new IPad (woot woot);
  • adjust my privacy and notification settings on all my social media and email accounts, to better manage my information;
  • explored Evernote, and now use it more fully to organize my thoughts and notes;
  • unsubscribed from dozens of retailers and email mailing lists; and
  • re-established a relationship with Siri on my apple devices, and while we still don’t always see eye to eye, we’re making progress (and Siri is now an Australian male voice and I refer to him as Nigel.  Whatever works.).

On this National Organize Your Office Day, remember these important points:

  • Technology is amazing and overwhelming, but it is just a tool.   It’s here to make our lives better, so set yours up to improve your life and not detract from it (and if you don’t know how, ask my web guru Claire and she will say – When in Doubt, Google it Out!)
  • BACK IT UP.  To the cloud, to a hard drive, to your lap top.  Back up your information. And get a case for your phone.  Yes, you,
  • Keep current on your device udpates, all the time.
  • De-Clutter or streamline what you can. Unsubscribe, send all your emails to one address, get rid of your home phone (we’re working on this one!), mirror your devices so you only have to remember one set-up, etc.
  • Make maintenance a habit.  I have actually added a line item to my daily routine to remind me to check different communication methods until it becomes a habit.

 

“If I Don’t Write It Down, It Doesn’t Exist”

“If I don’t write it down, it doesn’t exist.”

After a conversation with a friend last week, “If I don’t write it down, it doesn’t exist.” was already the working title of this week’s article. Then, yesterday, a friend texted, and I quote, “seriously, If I don’t write it down, it’s gone!”

Maybe this statement resonates with you, too?

To be honest, I hesitated to write this article, worried that you might harshly judge your professional organizer who has to write things down to remember them.  But then I realized that to help us all get more organized, I needed to share the solution I have found to a common challenge!

“If I don’t write it down, it doesn’t exist.”

Our brains are always working.  My brain has a lot to do, and a lot of tasks to juggle.  Often my brain will supply a thought, idea or an answer to a question that I am not, at that moment, ready to process.

This happens all the time.  While I’m:

  • driving;
  • trying to fall asleep;
  • in the shower;
  • in Mass;
  • sitting at a soccer game;
  • working with a client, etc.
You get the picture.  Personal thoughts come while I’m working, and client/business thoughts come in the midst of personal time.  I want to capture those ideas for later, and then get back to what I was doing.
Appreciate your brain, and all it does for you.  And give it a little help.
Clear your Mental Clutter by getting those swirling thoughts out of your brain.
  1. Create the Habit of Writing Stuff Down (you can try voice recordings, too, if you prefer);
  2. Create the Habit of turning your notes in Actions;
  3. Act on the Ideas.  And then
  4. Give your brain another challenge to work on.
  • Write Stuff Down, as it comes.
    • Capture the idea.
    • I have a large Post-It pad in the car (orange), and a similar one next to me right now (pink).   The different colors help me to put them back in their proper homes, should they wander.
    • I also have a dry erase marker in the bathroom, for jotting notes down on the mirror; and
    • I even have a waterproof note pad and pencil in the shower (www.myaquanotes.com)  
    • What I use most to collect my thoughts is Evernote on my laptop, IPhone and IPad.
  • Make A Habit of Collecting / Compiling
    • Regularly (daily?), compile the little notes into an Action list.
    • Once a day, I collect all the little notes and put them into my master lists on Evernote.  Tasks, blog ideas, personal and professional development ideas, grocery lists, etc..
    • This keeps them from piling up or getting lost, and reminds me of the urgent issues I need to address.
  • Turn Your Ideas Into Actions.
    • Make your notes and ideas actionable, so you don’t just have a jumbled pile of papers in front of you to compete with the jumbled ideas in your brain.
    • My large orange Post-It note from a car trip yesterday (I jotted it all down while parked in a parking lot, very safe I promise) included:
      • Explore Bullet Journaling idea for workshop;
      • Send A theatre ticket info;
      • Send D Cub Scout info;
      • Send T the recipes;
      • Return client calls on Tuesday; and
      • remember to carry promotional materials to all your presentations.
    • So, last night, I made sure to add these ideas to my Project List and Daily Task Lists, and
      recycled the note.
  • Ask for reminders in the form that works for you.
    • If you prefer auditory reminders, ask folks to call you and leave you a voice mail.
    • I prefer written reminders.  For example, when my son asks me to buy something at the grocery, I refer him to the grocery list.  He can say the words to me, but if it’s not written down, I may not remember 4 days from now when I actually go to the grocery.
      • This is also the reason I prefer emails and texting to phone calls – I can refer back to the message, for details or contact info, etc.  I don’t remember entire conversations for more than a couple of days.

This week, give your brain a break and boost your productivity by creating the Write Stuff Down Habit!

To:

Receive more ideas and suggestions like these;
Book time with me in person or virtually;
Arrange a presentation for your upcoming event; or
Discover the benefits of Organizational Coaching;

Please contact me.

Call / text 708.790.1940
Online at  http://peaceofmindpo.com
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