Category: Productivity

Summer Projects! Life Lessons in an Ikea Box.

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We spent some quality time at Ikea yesterday.

If you’ve ever been to Ikea, you know that you can’t rush through Ikea, or go in for just one thing. Ikea includes a restaurant on premises because, truly, shopping there can be an all-day adventure.  It can be overwhelming, but we were prepared and we did the conquering!

I will share the entire project (basement bathroom wardrobe / big closet re-set) once it is all done, but we went to Ikea to purchase a wardrobe / standing cabinet for our bathroom.

Have I mentioned?  I LOVE assembling furniture.  It’s gratifying, and because I have an amazing job, I get called upon to assemble furniture quite often!  Particularly gratifying is assembling my own furniture, which is how I spent the afternoon.  Since I have assembled so many of these furniture pieces, from Ikea and elsewhere, I thought I would share my wisdom to help you on your next project whether simple book shelves or something more complicated like our wardrobe!

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  1. This should go without saying, but I will say it anyway: Read the directions.  Read them ALL THE WAY TO THE END, before you do anything.  I realize that we can’t actually read Ikea instructions because, oh right, there are no words.  But you can still look at EVERY PICTURE in the provided booklet before you take anything else out of the box. Trust me on this one, and you can thank me later.
  2. Collect Your Tools.  The instruction booklet suggested only a hammer and Philips 6f489834-7ed2-4a5c-babf-497374e960a6_1000head screwdriver were needed for assembly of our particular unit, but my new power screwdriver could make the job go much easier.  Also, grab a cold beverage and put on some music (again, trust me on this one).
  3. 021Lay out all the hardware, sort it all into little piles, and count everything to make sure you have what you need.  I’ve had good experiences with Ikea kits, with the necessary pieces all intact. This is really good news since their customer service line left a bit to be desired when I actually had to call about something.  Reviewing everything first is better than having to call and wait on hold halfway through.
  4. Lay out all the big pieces, match them up with the instructions.   Imagine all the pieces fitting together in the finished projects.  Make sure the unfinished surfaces are the hidden sides of your item!
  5. Do Not Rush. Let me say it again.  DO NOT RUSH.  Review the directions, check your tools and supplies, turn on your tunes.  Estimate how long the assembly should take, then double it. Take  your time, check your directions, tighten down your screws and connections.
  6. Once your item is assembled, take a moment and appreciate your success.  Raise your right 004hand, reach around and pat yourself on the back.  Then … clean up your mess and put your tools away!
Hmmm… I am re-reading this, and realizing that these instructions about instructions apply to pretty much every project!!
Read your instructions.
Assemble your tools.
Lay out your pieces and supplies.
Grab a beverage.
Music makes the job go better.
Don’t rush, take your time.
Appreciate your successes and clean up your messes.Yep, sounds like sound advice for life, not just for furniture assembling!  Happy Building!

Tech and Back To School: Update your Home, Habits and Devices

c89201_usb_phone_pakGetting your Tech and Home organized for family productivity is a great idea any time,  but especially for Back To School! Read on for 11 tips for getting your Tech and Home in order!

Update Your Home for Tech.

  • Centralize your office supplies and printers.  Have you noticed?  As our capacity to work anywhere in the house has expanded, so has the spread of office supplies and clutter. Establish one printer space and a wireless network for printing.  Then, collect all the supplies stashed all over the house, and create office supply (pens, papers, post-its, etc.) storage near the printer.  This will: save time searching for items; save money when we can find what we need and don’t have to buy more (I found lots of new items that we can use for back-to-school); and cut stress when we don’t have cabinets in every room dedicated to half-used notebooks or derelict writing supplies.
  • Work Stations Are Good. Consider your favorite library or coffee house – flat work space, no storage.  Have specific spots available for family members to work – home office, kitchen counter, traditional desks –  and let folks be flexible and share the spaces.  At these specific spots, make sure there is good lighting, access to an outlet, a comfortable chair (or make it a standing work station, also awesome!).   Keeping specific work stations makes it easier to find that rogue charging cord or book left behind.51L838PvfDL._AC_US200_
  • Desks are Bad.  Have you also noticed? New desks have changed a lot.  New desks (more likely to be called a Work Station) don’t offer drawers these day, and that’s a good thing (see the centralized supplies idea above!).  Traditional desks with multiple drawers full of paper and supplies and clutter are just waiting to drive us crazy!
  • Establish a Charging Station.  Find a convenient-to-everyone counter or shelf, NOT on your surge protector with usbkitchen counter where you need to make dinner; add storage for cords not being used; and a surge protector (new ones include USB ports).  We mounted ours on the wall, to cut down on counter clutter.  And here’s an idea – if your cords “wander off” sometimes, like mine, label the chargers and cords with a sharpie or label maker, or choose a color per person (once I started buying pink earphones and cords, they stopped disappearing.  Go figure!).

 

 

Update your Habits.

  • Pick Your Battles.  In recent history, I have advocated for keeping tech and charging out of bedrooms.  The light of technology devices disrupts our sleep signals, texting and notifications can occur 24/7, and even the fields generated by electronics can disrupt sleep in some sensitive folks.
         However, slowly the chargers have moved into the bedrooms, which aggravates me, but my 16 and 18 year old offer solid arguments, and need to learn to manage themselves.  I am reminded often that the world they are growing up in looks a lot different than the one I grew up in.  So, I have stopped pushing so hard on that, though I still encourage screen-free time and getting enough sleep.
  • Using your cool new charging station, make charging your devices a habit, part of your routine.  We have extra charging cords stashed in the car and at work, just in case!
  • Use On-Line Portals for School. Most schools have on-line parent / student portals these days, and some teachers have websites for their classrooms, where students can access homework and educational resources.  Make checking on things part of your habits (for example, I have a item on my daily to-do list to remind me to check the on-line announcement page for the high school).
  • Passwords and Log-Ins. Keep a page for each child’s passwords and login info for their student portals and on-line resources (these often go missing in our house!).

 

Update your Devices.

  • Buy the warranty.  Since our tech devices go with us everywhere, chances increase that something bad may happen to them.
  • Stay up to date!  Automate your device or computer udpates, or add “check updates” etc. to your weekly routine.41DGbXhN5zL._AC_US160_
  • Keep the college laptop safe.  (Love these, thanks MJS!) College students should invest in and use a lock to tether a laptop to a desk at the library or in a dorm room.  Also, buy an extra long charging cord in case your student is on the top bunk.
Save yourself hassle later, and invest time a little time and energy this week getting your home, tech stuff and tech habits ready for Back-To-School.
To:

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Sticky Habits

The topic of habits came up repeatedly with clients last week.

We can all agree that bad habits can be tough to break, but we also need to recognize that good habits may be tough to establish, requiring consistent time and energy and intention.  Research says that a new habit needs 3 weeks of adherence before it is likely to stick.

Yet, to get and stay organized, we need to make those Good Habits stick.

We set out with the best intentions to get organized.  We analyze our process, spend hours purging clutter, buy the right containers, and organize our lives and brains and homes.  But if we don’t create habits around maintaining that organization, we’ve wasted a lot of energy, time and money.

Ooh, ouch.  Re-reading that last statement, I hope it doesn’t sound too harsh.  It is true, though, friends, harsh or not.

I recognize that the rush that accompanies a big success or a finished project is difficult to maintain for the long term.  And so we have to rely on other forms of motivation to keep us on the path to Good and Organized Habits.   What can we do about this?

Use technology.hand-apple-iphone-smartphone-large (1)

     Take advantage of the technology available. My smart phone helps me with my Wellness habits.  I love my Fitbit. It syncs with the Fitbit app on my phone, and tracks my exercise and how many steps I walk.  It sends me reminders to reach my 10,000 steps-a-day goal, and motivational boosts through the day.  I thought these reminders were silly at first, but they work!
      I have a couple of new apps that help me remember and reinforce other good habits, too.
     My Plant Nanny app (free), introduced by two wonderful friends (thanks PM and JM!), reminds me to drink water every hour during the day.  A sound accompanies the reminder, then I open the app and water my plant when I water me.  It may seem silly, but those little plants and the app make me smile and work really well!
     My newest app is called Habit List ($3.99). I list the habits I want to establish or maintain (Water the Garden Daily, and Post On Twitter Daily, for example), determine how often I want to complete the task (daily, every two days, etc.) and the time of day I want to receive a reminder.  Again, this app sends reminders, and tracks my progress.

    If I wanted to add home organizing tasks to the App, I could add habits like Take out the Recycling, Change the Bedding, Pay the Bills, etc. to the list, too., with dates and reminders attached.

You’re never too grown-up for a gold star.  

     A client, a retired educator, uses a star chart just like a student might, to track progress on circle_star_goldgood habits and keep her motivated to keep up the good work. A star for each day a certain task is completed, and a full week of stars on the chart earns a prize for the weekend (Special outing with a friend, fresh flowers for her home, perhaps a special snack or prize?).  This tried and true motivator works for kids AND adults!

Use reminders that play to your strengths.

post its     Are you or a loved one a visual learner?  As you establish new Good Habits, use visual reminders like lists, post-it notes, highlighters or REALLY BIG CLOCKS, or have your technology send you text messages.
     Are you an auditory learner?  I am.  I learn well by hearing things.  Hearing the chiming clock in the dining room ring on the hour and half hour helps me stay on track.  In addition, all the apps I mentioned earlier send me notifications with sounds, like the alerts to drink more water, check my Habit List, or alert me 15 minutes before an appointment so I’m more likely to be on time.  And if I’m struggling with focus, I can set timers or use other sounds, like a favorite playlist, to keep me on task.
     Do you learn by doing / touching / moving things around (kinesthetic)?  For you (or your family member), the physical act of writing and then checking off tasks or habits on a list may be useful, or using chore cards or magnets or other things that you can move around may help.

       Some of us learn by saying things out loud, too.  If this describes you or a family member, try describing your habits to others, or creating a mantra or single sentence to repeat to yourself to help you focus on your good habits.

Good Habits may take time and energy to create, but having them and sticking with them will serve you well for years to come.  Find ways to make those Good Habits stick!

Paper Management for Evolving Humans (Summer Project #4)

We are all evolving humans, isn’t that cool?  But I am referring to paper management and kids.

I spent a few hours on Sunday organizing papers.  More importantly, this time I involved my evolving humans (my kids) in the process, since they will need to manage their own papers some day.  My boys are tweens and teens, but even little kids can get in on the process, sorting last year’s school papers, using the shredder (with guidance), or taking out the recycling!  We just have to set the example!

There are three main types of paper – Active, Archival and Passive. Each requires specific handling and storage.  One of my sons had the the opportunity to touch all three types of paper this week, this is how it went.

Active Paper: Definition

     Active Papers Require Action.  Mail to open, forms to complete, bills to pay, phone calls to make, etc.

Active Paper: Everyone needs an In-Box.

     As I reviewed papers, I established an in-box for each of my sons.  Each of them now has a 851604_scene7labeled folder in the command center in the kitchen.  I shared the location and purpose with them, I will add to the folders as mail or info comes in, and they will check the folders every couple of days (at least that is the plan!!).  No more counter piles – yeah!!

Active Papers: Even I Need an In-Box.
There is also a folder for me, containing active papers pertaining to my sons that I need to act upon.  For example, it now holds registration info for the middle schooler (8/1), and the photo order form for the high schooler (that he will need on the first day of school 8/18).

Active Papers: Need a Process for Action.

     Establishing a home for active papers keeps them from getting lost and ensures the “action” actually occurs!

Active Papers: Technology is changing how we handle papers.

     Technology is increasingly useful and pervasive in managing paper and information, and our kids are on the ground floor.  Last week, we ordered the high school text books on-line, including the digital texts for my son’s Chromebook.  Few papers come home from school anymore, and much of the kids’ work is completed and even submitted digitally on their tech devices.

Archival Papers: Definition.

     Archival papers are a very important, small and specific category of papers.   Very few papers become archival items.  Archival papers are the papers that we will need today or in 20 years. Birth certificates, sacramental certificates, social security cards, passports.  As we grow up, we may add items like car titles,  mortgage papers or insurance policies.  Again, a small and specific type of paper.

Archival Papers: Safe Storage and Retrieval. 

      One of my sons got his drivers license last week.  The Secretary of State required his SS card  256564_p_open_leftand birth certificate, so he learned where we keep them (a small fireproof portable safe) and how to access them.  The very nice lady at the Sec of State also reminded him that he needs to learn his Social Security # (we’ve told him this, but it means more coming from someone else!!).

     I also cleaned up everyone’s academic binders over the weekend (click here for info).  I weeded out old school news and duplicate event programs, filed each kids’ papers by year in the binder pocket, and generally cleaned up the cabinet where the binders live.  We’ve added to these binders every school year since preschool, and we can refer to them as academic and achievement record.

Passive Papers: Definition.

      Passive papers don’t require action (Active Paper ) nor will they stand the test of time (archival). They just require retention for a certain amount of time, for reference.

Passive Papers:  Keep them for Reference.  

     Passive Papers are the ones that tend to give us the most grief, as this is the biggest category.
We keep passive papers around because we might need to refer back to them, at least for a certain amount of time.   For example, the Sec of State requires two other documents for a driver license, recent mail with a home address on them (we brought a savings account bank statement and a final grade report).

     My high schooler also went through all the papers in his room.  128585_pHe mentioned that he had thrown a lot away (hooray) and sorted the rest into broad categories, like school and music and college.  I suggested 2 other categories, Boy Scouts and bank statements.  We went to Office Depot, bought a $15 file tote, and made hanging file holders for each of his categories.

Decision Making Made Easier.

     There is great power in knowing what papers to keep, because we then know what we can toss.  When you look at a piece of paper, and it doesn’t fall into the three broad types of papers above, or the categories within your Passive Papers, its likely that you don’t need to keep it at all.
 So, tackle your papers this week WITH YOUR KIDS, and let everyone learn from the process!

Ways to Make Monday Mornings Less Icky

Sometimes, Mondays are rough. I get it.  There are simple things you can do to make them less icky, though.  Here are 6 common complaints, and some ideas to make them better!

“I always feel so frazzled on Monday morning!”

Invest an hour on Sunday to help you hit the ground running Monday.  Put the laundry away (or start a load), run the dishwasher, lay out your clothes for the morning, take out the trash, run the sweeper, pack your lunch for Monday.  60 minutes on Sunday will improve all 24 hours of Monday!

“Monday morning is a fog, and the day slips away before I get anything done.”

Before you leave work on Friday, or sometime over the weekend, take a glance at your schedule for  the week, and jot down some tasks and to-dos to help you be productive first thing Monday morning.  Map your plan for your Monday and for your week, to guide your actions.  Also, since the Monday morning email load can also be overwhelming, spend 5 minutes first thing Monday morning (or Sunday night) immediately and ruthlessly deleting anything  you don’t need to read, and flagging the important emails to find later for a response.

“The weekend is over, and the next one is 5 whole days away!”

Yes, I know.  I can’t help you too much with this one.  Two tips:

  • Let me channel my inner Dread Pirate Roberts and say “get used to disappointment”.  This happens  EVERY week, so the best thing you can do is stop being sad about it.dread pirate robers
  • Spend a few minutes on Monday planning something fun for next weekend, to look forward to throughout the week!

“I’m so tired…  I didn’t sleep very well last night.”

Stick to your usual waking time over the weekend, within an hour or so.  If you usually wake up at 5:30 on a weekday, set your alarm for no later than 6:30 on the weekend.  And as delicious as a weekend nap is, keep it to 30 minutes.  Both of these ideas help keep Sunday Night Insomnia (yes, that’s really a thing) away.  Sunday Night Insomnia happens when we’re stressed about the week to come, plus we have stayed up and slept late for two days, messing up our sleep hygiene (yes, that also really is a thing).

“I’m not feeling very well, maybe I’m coming down with something.”

Um, or, maybe not.  Don’t go crazy with specialty foods or beverages.  Indulge a bit, of course, at family parties or special dinners or out at the bars with friends, but don’t go too crazy or you will start your week feeling sluggish or even a little ill.  I know folks who follow strict diets during the week and save their “cheat” days for the weekend, and then wonder why they feel crummy Monday morning.

“Ugh, Monday.  I just feel blah…”

In addition to good sleep hygiene and a healthy diet, maintain other healthy habits on the weekend, too.  If you exercise all week, exercise on the weekends, too – maybe even changing it up, with a hike or bike ride with friends.  Take your vitamins, meditate, stay hydrated – whatever it is that you do to get through a week, do it on the weekend, too.

Like anything in life, we can take what we have and make a rough situation better, just by making better choices!  How else can you improve your Monday?

Shhh! (Anything Can Become Clutter, Even Sound)

Working out of my satellite office (Corner Bakery) last week, I thought I was losing my mind.

There was a beeping, a burble, a… Something.  And it drove me buggy.

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 I checked my phone for notifications and closed the apps.  That wasn’t it.

Checked my laptop and ended up turning the whole thing off.

Still, the sound continued.  Checked my IPad, nope – not that either.

Finally, I determined I was hearing the woman working behind me, on either her laptop / phone / tablet, etc, and her devices were REALLY LOUD.

My hearing and listening skills are a strength.  I’m good at hearing sounds and nuances that others may miss.

  • I can tell if something is wrong with my car based on how it sounds (occasionally);
  • As a musician, I notice if an instrument or vocalist is sharp or flat (and it occasionally causes me to wince);
  • I still have mom-ears at night, able to respond to sounds in my house and from my kids out of a sound sleep; and
  • In coaching, I can perceive a lot by what a person says and also how it is said, and also what isn’t said.

But…..Sometimes I hear too much or too well.  Some days, or in some situations, I become overwhelmed by too much sound, and then it becomes noise!

We aren’t always aware of sound, and certainly not aware of auditory clutter and the effects it can have on us.  If we’re overwhelmed or stressed, or struggling to focus or find clarity,  sound clutter (or NOISE!!) might be part of the problem!

Sometimes, to get organized and be productive, we need to clear our auditory clutter, just like clearing physical or visual clutter.
How do we clear sound clutter?
  • Be intentional with your listening.  I listened to inspirational and organizing pod-casts on a road trip this past weekend, a positive use of my time.
  • Step away from your devices once in a while!
  • Turn. It. Off.   Some folks leave the TV or talk radio on for “background” noise or for company.  But when the content is negative, inflammatory or petty, ask yourself if that’s the company you really want. The media streams news (good or bad, but usually bad) 24-7, but we don’t have to listen or engage.
  • Be intentional with your TV viewing.  A class participant mentioned that the DVRs a upbeat and informational Sunday morning news show and watches it during the week when he has the time, a much more positive choice for TV viewing than ‘whatever is on’.
  • Bring music into your life.  Craft your own own playlists on your devices (smartphone, Google Play, Pandora, Spotify, etc.), and be intentional with what you hear.
  • Be aware of the sounds around you.  Turn off everything, then sit quietly.  What else do you hear?  Wind? Quiet motor noise (like a ceiling fan)? White noise? Or whistles, ticking, humming or other sounds that we might not notice consciously but that our brains are still processing unconsciously?
  • Appreciate the sounds of nature.  These can become noise, just like anything else (birds chirping at 4 am?), but they typically create positive feelings, to calm or energize us, too.
  • Close your eyes (where applicable).  Cutting off one sense gives your other senses a chance to make sense of things.  I often close my eyes when I am listening intently (while listening to music or to other people speak) so that I don’t get distracted with visual clutter.

 

Some sounds are amazing!  But in the same way that some stuff can become clutter, so, too, some sounds can become clutter.   Open up your ears, be aware of the sounds around you and be intentional about your listening!

Six and a Half Pounds

6 and a half pounds.
That’s how much the average handbag weighs.  And that doesn’t include a lap top.
6.5 pounds look like:
  • A Mr. Coffee 12-cup Coffeemaker;  bag
  • 6 1/2 bottles of water;
  • A pair of men’s size 10 hiking boots;
  • A two liter bottle of soda (from answers.com);
  • 67 hershey bars;
  • 520 pencils;
  • 1170 pennies; or
  • a 5 pound bag of sugar and a pound of butter.
And we’re schlepping that around on our shoulder every day.  (Fellas, don’t think I am not talking to you today.  I see those messenger bags you haul around, and the bulging wallet with receipts, store cards and ancient business cards but no actual cash.)

I saw a woman walking to her car today with 4 – count them 4! – bags on her shoulder.  She still looked confident and awesome doing it, too.  If I had to guess, she had a bag for the gym, a healthy lunch, a great handbag and a tote for work.  She was doing it all, and doing it well, but she could make her load lighter, in every way!

I’m suggesting that we all carry around a lot more than we need, and our joints and backs and shoulders often pay the price.  My challenge to you this week is to lighten your load, and clear the clutter out of your bags!

Here’s how:

  • Clear off a counter, or your dining table.  Dump the contents of your handbag / back back / messenger bag / gym bag out completely.
  • Now, tackle this project just like any other organizing project (per Julie Morgenstern), with our usual 5 step process:
  1. Sort: Sort the contents by category.  Receipts, dirty tissues, cosmetics, pens / pencils / paper clips / notebooks, novels, ear buds, money including 7.50 in loose change, unopened and opened mail, work papers… well, you get the picture.
  2. Purge: Now that you can see what you have, purge the clutter that can go.  Toss the trash, file or shred the mail and receipts, keep a few pencils and one notebook, put the change in a jar for later and get rid of any other clutter.
  3. Assign a Home:  Once you have established what stuff you need to carry with you, determine how you can store it better.  In my bag, I have: a first aid kit / cosmetics bag (yes, a first aid kit because I am a terrible klutz); my wallet which has a wrist strap and I can carry solo with my cards, receipts, cash and change; a few pens and index cards, sunglasses, some lotion and antibacterial hand cleaner; and an envelope with store coupons for when I run my errands.  The whole thing weighs a couple pounds.
  4. Containerize: A handbag or back pack is a container itself, but we do better with sub categories in smaller containers in our bags.  Try a pencil case (just like in school), a cosmetic bag or small bag for personal items, or an envelope for receipts.
  5. Equalize: A fancy word for Maintenance.  Once you have cleared bag clutter, keep it from coming back!
    1. Bigger bags versus Smaller Bags:  I’ve used this logic at times – instead of two or three bags, why don’t I just use one really big bag to carry everything?  Well, of course the problem with that is that we end up carrying around everything all the time in one really heavy bag, instead of just what we need! So Go for the SMALLER BAG!
    2. Receipts are a challenge: provide temporary storage, and a process for getting them out of your handbag and on to their final destination.
    3. Clean out your bag regularly (I have to admit, I use waiting-for-kids-at-practice time to clean out my bag if it needs cleaning).
    4. Unpack your extra bag.  I don’t always carry a tote, but when I do, I empty it out every day and put today’s business away.  If I need the tote again tomorrow, I will only put in it the business I need for the day.
So, carve out 20 minutes this week and lighten your load in all sorts of ways!

Small Business Week: How to NOT Overbook Your Calendar

Recently, a friend/client/networking partner had to cancel a morning meeting because she had overbooked her Tuesday.

Another client had to reschedule a document drop-off with me because he “ran out of day today.”

No judgement here.  Been there, done that.

In her text message to me, the overbooked friend/client/networking partner asked me to write a blog about how to not overbook our schedules!  So, friend, in honor of National Small Business Week, here it is!

When do you work?  Where?  How?   Workdays and work places have changed, due to worker and industry preferences.  A “typical” workday is anything but typical, more than half the workforce works for themselves or small businesses, and many of us work from home (or Starbucks, or someone else’s home, etc).

As the lines of work and home blur, it’s difficult to keep all our commitments straight!  So, to help get the most out of your schedule, without resorting to teleportation or cloning, here are a few ideas:

  • Check your schedule regularly, with an eye out for potential snags or trouble spots. Don’t wait until tomorrow to plan for tomorrow. or until next week to plan for next week.
  • Schedule recurring events.  Actually put them in your calendar / planner / etc.  Yes, you will probably remember.  But then again, you may not.  Just write them down.
  • Better yet, Just write everything down (or make a note in Outlook or Google Calendar, or your planner, or however you track such things).  I can’t be trusted to remember things unless I write them down.
  • Determine realistic time estimates for your regular tasks.  Have you noticed?  We tend to underestimate how long our favorite tasks take, and overestimate how long dreaded tasks take.  We assume the easy stuff will go quickly, but get snagged or run late when something goes wrong.
  • Factor in commuting time between meetings where applicable,  and multitask your travel time.  I’ve been leaving a more generous time cushion between client appointments, to accommodate conversations that go a little long, traffic troubles, or a quiet moment to eat my lunch on the way to the next appointment.
  • Keep your calendar and contact information up to date and with you at all times, so if you do find yourself overbooked or running late, you can do the polite and professional thing and call ahead.
  • Do not feel you have to explain yourself.   No one needs to know that you need to leave a meeting on-time to get to a 6th grade soccer game.
  • If you do double book yourself or if life gets in the way, just OWN UP, APOLOGIZE and reschedule.  Make that call with solutions in mind, as in “I’m very sorry, something unexpected came up and I’m going to be late to our 1 o’clock meeting.  Would you like to push it to 2 pm, or reschedule for a different day?”
  • Meetings.  Ah, meetings.  Meetings, by definition, involve other people.  And talking, and planning and note taking and assigning tasks.
    • Don’t be ‘that guy’ or ‘that woman’.  You know, that one with the late, rushed and loud arrival. Be early, be prepared, and be quiet until there is something to say.
    • Don’t like making pre-meeting small talk?  Smile politely, then make a show of reviewing your notes, or making new notes (even if it’s your packing list for vacation, or an email for later).
    • After the fact:
      • Set an alarm to keep from getting chatty.
      • Factor in processing time for your notes and action steps from the meeting, before heading to your next activity.

As you move through your week this week, keep your schedule in mind, and try a tip or two to make that next workday or meeting go more smoothly!

How Are You?  No, Really. How Are You?

Getting and staying organized requires focus, motivation, a plan, energy and probably a few more things, if I think about it.

It requires Action. Vision.

And sometimes a healthy meal and comfy shoes!

Getting organized can be a challenge for some people, but its really challenging if you are already feeling off, or at a disadvantage.

Good Self-Awareness and Self-Management are powerful tools in life. They help us be our best self and do our best work.

Know any toddlers? I’ve known a few. And I know some adults who may occasionally think or act like a toddler, myself included. Toddlers lose their cool sometimes. We all do. But toddlers, and the rest of us, are more likely to melt down if they are overwhelmed, hungry, tired, thirsty, bored, in need of a washroom, cold, uncomfortable or just plain sad (to name a few).

In my Organizing Coaching classes, we learn about self-management. To be fully present and focused on my client and our organizing coaching sessions, I have to make sure that I am ready before we begin. I manage my physical needs, and also mentally prepare. I can’t help others until I’ve helped me.

So, if

  • your focus has dimmed;
  • your motivation has lagged;
  • your planning failed; or
  • your energy has run out;
  • it may be time to ask yourself some questions.

Is it time to eat something? Something healthy?

Is it time for a cold or hot drink?

Do I just need to step away from this project for a moment and take a walk around the block to get some clean breaths?

Am I bored? Could I use some music or a partner to help this project go more smoothly?

How do I feel in this space?

Is this space too cold? Hot? Drafty? Smelly? Too dark? Too bright?

Is this project difficult? Am I uncomfortable because I am being called upon to do difficult work?

Am I upset now because of something bad that happened earlier or yesterday or last week?

The answers to any of these questions can give us an idea of why we’re feeling out of sorts, and also the ways to rectify the situation.

A friend and client shared a powerful tool she learned in Recovery, HALT. When we feel like our resolve or focus or calm are slipping, we can ask our self if we are Hungry, Angry, Lonely or Tired? Addressing these challenges first can help us continue to make good and positive choices.

When we’re working through our organizing projects, or our work day or just life in general, we can’t always fix every discomfort we have. But increasing our self-awareness and improving our self management helps us put names to our challenges. And then we can begin to make them better.

What Was That?  Three Types of Paper, You Say?

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

Over the past 13 years, I’ve learned a lot from my clients and experiences in home offices.  Why are Home Offices a Challenge?

  • Home offices are still evolving, as more workers move out of brick-and-mortar offices.
  • With a blend of both home and office, there is just more paper to deal with, plus the boundaries between professional and personal papers blur.
  • Industries often provide Document Retention Policies, with clear instructions about what papers to keep, and how to confidentially get rid of documents when they are no longer needed (consider medical records in a hospital).  However, personal papers do NOT come with document retention policies, and we have to create them.

Most of the papers we have in our homes and offices fall into three categories:

  • Active;
  • Passive; and
  • Archival.

Your home office undoubtedly contains all three types, and each type requires different handling and storage.   Here ‘s what you need to know about each type:

ACTIVE PAPER

Active Papers are defined as papers that require some action to be taken.  Examples of Active Papers are: a bill to pay, a greeting card to send, a form to complete and send back to school.  The actions required might be a bit more complex, too, for example: a sports schedule to be entered into your calendar; a business card from a new contact that needs to be entered into your contacts and also an email sent; a reminder to call someone or make an appointment.

The most important thing to know about Active Papers is to ACT ON THEM, and then move them on.  So, pay the bill, send the card, complete the form, enter the info, make the call, send the email.  And them move the papers along, either into Passive storage, Archival storage, or the shredder or recycling bin.

PASSIVE PAPER

Passive Papers are Active Papers whose actions are complete.  Now, they require no further action except for retention for a predetermined amount of time (for reference or just in case), and then safe and confidential disposal.  For example, you may decide to keep one full year of receipts, paid bills, statements and the like until you file your taxes for last year.  Some people may feel more comfortable keeping 2 full years, and that’s OK, too.

The important thing to remember about Passive Papers is the “keep for an amount of time and then dispose of them” part of their definition.  Often my clients and I unearth grocery receipts from 4 years ago, maintenance records for cars they no longer own, or the electric bill from 7 years ago.  None of these papers have any bearing on our life today, and are just cluttering up our office and files.

Set up your Passive Paper files to store each month’s info together (no more micromanaging your filing), decide how long – 1 year or 2 years – to keep your Passive Papers, then put an annual date on the calendar with your shredder for old Passive Paper destruction.

ARCHIVAL PAPER

Archival Papers are the papers you will need in 5, 10, 20 or more years.  Archival Papers may include, but are not limited to: mortgage papers, car titles, certificates (birth, marriage, sacramental), passports and original social security cards, etc.

There are two tricks to handling Archival Papers.  The first is to be able to identify what is TRULY archival.  A couple questions to ask yourself:  Who else needs to know this info? Will it have bearing on my life or decisions in a year or 10 or 20?  Will someone ask me for this information some day?  How important was the transaction attached to this information?

Very few papers actually make it to Archival status, so you don’t need to dedicate too much space to them.  But the other important tip you need is to keep your Archival Papers SAFE. Invest in a portable fireproof safe, or a safety deposit box at the bank.

Invest a little time to day and this week to restore order in your home office.  Consider the various piles of paper in your space, determine what type of papers  you have, and plan your work and storage accordingly.