Category: Information Management

Filing is For Retrieval, Not For Storage

I gave two presentations yesterday – well the same presentation to two different audiences – and I think I said this phrase a dozen times each. Filing is for retrieval, not for storage.

It is one of the first statements I make in my Clear the Clutter presentation, and I actually broke it down word by word for one of the groups. What can I say, I was inspired!

It can be a guiding phrase for us as we clear clutter from our home. Consider it a mantra! And here is a summary of all those 7 words can mean for you and me!

Filing.

Filing = putting things way.

Filing can be putting ANYTHING away, and not just papers. AWAY is the goal for organizing and clearing clutter. Putting clean laundry away is filing. Emptying the dishwasher and putting the dishes away is filing. Hanging up your coat when you come in the house is filing.

Filing is putting things away so you can expect to easily find them again.

Filing is for Retrieval, not for storage.

Retrieval = using again.

We put things away where they belong so we can find them again the next time we need them.

We expect to use things again, and we expect to use certain things together. We store related items together. We can ask ourselves “In what context will I need this item again?”

Sure, we could file our credit cards in a desk drawer, but that is not where we are going to use them, to retrieve them, again.

In our house, we store shoes in our closets, but we also keep a few pairs by the door because we use shoes when we leave the house. We use them all the time, and place them by the door for easy retrieval.

Not For Storage.

Not for Storage = Use your stuff, don’t just store your stuff

Most of us do not have unlimited storage.

I mean, hey – if you do, Good on you, we’re all just jealous. But most of us do not. And because storage is not limitless, we need to put limits on the stuff that we might store in our homes or businesses.

We should only be putting away the things that we actually expect to use again.

Now, sometimes we put something away, like a paid bill for reference, that we feasibly do expect to retrieve again. However, as the bill lingers, it becomes obsolete and grows less likely to be retrieved. We need to add in maintenance steps to our systems to purge those obsolete resources – papers, clothes, books, etc., once we no longer need them.

Next time you’re pondering a pile of clutter, and considering just tucking it in a drawer or in a bin, first remind yourself that “Filing is for retrieval, not for storage”. Maybe that pile of clutter just needs to GO instead of stay!

To-Do List: What Is It? What’s On It? and How To Choose For Yourself?

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(Click here to hear / see this article in a Facebook Live post!)

Productivity and Progress flourish with a clear vision of what DOES and DOES NOT need to be done right now. And this clear vision starts with a good To-Do List!

As we get started, I need to share a few truths:

Yes, you need a to-do list, and not just one in your head. No, you will not remember.

If you won’t keep one for yourself, do it for others as other people rely on you to get things done, too.

I know how I use my To-Do lists but I was curious about how other people use theirs. I asked my Facebook community last week to share their insight around tasks and to-do lists. I know AMAZING people and they were forthcoming with their answers to these questions:

  • Do you keep a to-do list?
  • How do you track your tasks-to-do?
  • Are you a paper person or electronic person, or a mix?
  • Anything else you’d like to add, of note?

It turns out, people have strong thoughts about To-Do lists! My questions were mostly answered by folks who embrace to-do lists.  I did not receive any “No” responses, so either my FB tribe generally keeps to-do lists, or anyone who does not didn’t respond.

I quickly realized that this topic would take multiple articles to cover adequately! This week, let’s talk about what is ON a to-do list, and what is the right way to keep your to-do list (spoiler alert, there is no one “right way”!)

What IS a To-Do List? And WHAT is on it?

  • A To-Do List is a physical or digital list of tasks and errands you need to complete, often sorted by date, time or priority.
  • A To-Do List is a component of a productive day and of an effective planner. 
    • A planner is the composite pieces of a calendar, to-do list, contact information, goals, routines, etc.
    • Appointments are scheduled events.
    • Routines can be part of your To-Do Lists, or not. You can add your daily routine to your to-do list if you like, or if you are working on establishing new habits.  But you will have to decide for yourself if “Get Up” or “eat breakfast” need to be on your to-do list.  
  • An important feature of a good to-do list is the option to keep track of future tasks.
    • Keeping a long-term to-do list helps to turn ideas into actions (I should buy new deck furniture in the Spring”, or “next Christmas I would really like host a party”) and
    • Gives our brains a break from the pressure of remembering ALL THE DETAILS ALL THE TIME. (exhausting!)
  • I spoke recently about to-do lists with a client. He defined them as “the tasks that need to be jotted down for the in-between times.” Meaning, he won’t forget to get up, eat breakfast or walk the dog.  He also won’t forget to go to work or complete his work.  But he might need to remember to make a hair cut appointment, pick up a birthday gift for his mom or take in his truck for an oil change.  

How Do I Choose The Right Way To Keep My To-Do List?

The question is often “Tech or Paper?” when it comes to To-Do lists. However, reviewing the responses this past week, I am happy to report most people use a blend of platforms and tools for different situations and outcomes.

The choice between Paper or Tech does not determine success. MAKING the choice and USING the tools determines success. Don’t be afraid to be wrong! The Best To-Do List is the one you will actually use.

I’ve been asked recently to recommend a planner for a reader starting their own business. Regrettably, that isn’t something I can do. A planner, or for today’s article, a platform for a To-Do list, is a very personal choice. I can coach around determining necessary features or talk through the pros and cons of different types, but I can’t tell someone what kind of planner to use.

Consider a Blend!

  • If you are choosing your paper planner, consider:
    • Some popular paper planner brands are Happy Planner, Purple Planner, Franklin Planner and Bullet Journal.
  • If you choose tech:
  • (For both, I will share more paper or tech tools as I find them! )
  • Or Consider the Blend!
    • Some people prefer to see their entire month at once so they prefer paper. You may run out of room, though, if your schedule is complicated or your daily to-do list is too itemized for a small block.
    • There is pleasure and feeling of accomplishment that some say only come from a pen-and-paper to do list!
    • Work versus home: One person mentioned that her personal to-do list was digital (and more portable that way) but that her daily work to-do list is comprised of sticky notes and those are client specific and stay at work!
    • I like the portability that comes from a digital list – I use Evernote and can call up and update a list on my phone, tablet or laptop and it stays current. Plus, I can share the list with others as needed.
    • On the other hand, I use a Bullet Journal for jotting down notes on the fly or for the pleasure of writing by hand lists, ideas or journal entries (then I copy them over to my digital to-do list).
    • What I really appreciate is how my FB community blended methods, like jotting down notes on paper (anything from old envelopes to a beautiful notebook with heavy paper) and then supporting those tasks with audible reminders or alarms on their tech. Clever!

As you plot your productivity and progress, consider what tools will help you set-up your To-Do list! Have a great week!

The Second Best Thing You Can Do With Your Stuff Is To Put It Away.

THE SECOND BEST THING YOU CAN DO WITH YOUR STUFF IS TO PUT IT AWAY. The best thing to do with your stuff is to use it, of course. And if you never use it, the third best thing to do would be to purge it / donate it / sell it, etc.

The Power of Away.

I spend time with clients putting things away. If they are new clients, perhaps we are establishing an “Away” or home for their stuff.

We are naming a dresser drawer the sock drawer. We are naming a shelf the coffee mug shelf. We are naming a cabinet the office supply cabinet. We are naming a closet My Clothes Closet. And that is where those items live.

If they are existing clients, perhaps we just need to maintain the organizing we completed before. Stuff migrates out with use, and that’s ok.

We are SUPPOSED to use our stuff. Otherwise, why do we have it?

We know, though, that when we use our stuff, it doesn’t (ever!) automatically put itself away and let’s face it, we can get distracted or forgetful and then our space is filled up with stuff. And it looks messy and we feel overwhelmed and out of control. I spent an appointment last week just putting summer things away. Simple really. Stuff needs a home, and stuff needs to be put away in its home if you ever hope to find it again.

Notice how I have not called the stuff we used and need to put away Clutter? Your stuff that you used and now needs to be put away is probably not clutter. Clutter is unused, unneeded or unloved. Your stuff that has been used is not clutter. They’re your belongings and you need to take care of them.

Establishing an “Away” for an item means that item is important. It means you plan to use it again some time in the future. That item is not clutter because you need it or use it or love it. And you put it away because… YOU WANT TO FIND IT AGAIN.

And there, right there, is the Power of Away. Being able to find your stuff again when you need it.

Your space looks better when your stuff is Away.

Your space is safer, with fewer things to trip over, when things are AWAY.

Your items last longer and stay in better condition when they are put AWAY.

Small pieces stay put, stuff doesn’t get dusty or dirty or sun-faded. Delicate items are protected. Sets are kept with sets. Shoes, socks and mittens stay with their mates.

AWAY doesn’t take long. Once you establish a home for your stuff, putting stuff away gets a lot easier. Doing it regularly means the piles don’t spread or get tall. Cleaning off your surfaces once a day or a couple times a week, and just putting clothes and books and papers and things way goes a long way to maintaining order.

As we talk about National Preparedness Month in September, the best way to prepare for any possibility is to set yourself up to act and react quickly and confidently. To find your stuff when you need it, should the need arise and a wildfire or hurricane comes or maybe you’re just called out of town and need to pack a quick bag. And putting your stuff AWAY so you can find it again is one of the best ways to prepare for ANYTHING life may toss your way.

Commit this week to just putting stuff away. A few extra moments when you finish using something, or a couple times a week to catch up. Small bits of time really add up when your stuff is maintained and your space is clear!

Plan Ahead: Find Your Personal Vital Records NOW, Before You Need Them.

It has been a crazy 6 months.

Pandemic? Sure.

But there’s more. A friend in West Hollywood shares early morning FB posts every time there is an earthquake. Many of us know folks affected by the wild fires – even our sky here in Illinois is gray with their smoke this week! And those are just the things we know about right now!

Talking to a friend today here in Chicago, she was thinking about what that would actually look like – having only a few moments, if any, to prepare to evacuate. What would we take?

That packing list would vary from person to person or situation to situation. But there are a few items that should be on that list, no matter what. Let’s talk about your Personal Vital Records.

This is one of those tough topics and some of you may feel a little uncomfortable – I’ll apologize in advance! But since I’ve been talking about National Preparedness Month, I need to spend a little time talking about our Personal Vital Records (PVR). If we are working on Being Prepared, we need to think about them and more importantly, be able to put our hands on them when we need them.

So, what are our Personal Vital Records? Wikipedia says:

Vital records are records of life events kept under governmental authority, including birth certificates, marriage licenses (or marriage certificates), and death certificates. In some jurisdictions, vital records may also include records of civil unions or domestic partnerships.

I would include additional items like social security cards, Baptismal certificates, copies of your Will and Durable Power of Attorney for Health Care, Finance, etc., your mortgage papers, titles to your cars, etc. Your pile of PVR is probably not big, but it is precious and important.

Very often, in terms of preparedness, we don’t know exactly what we are preparing for, but we know that some papers are really important to be able to produce in case of accident or illness or insurance, etc. And while replacing PVRs is not impossible, it can be a long and complicated process, so let’s just collect and protect them now while there isn’t an emergency, shall we?

Be Prepared by collecting and protecting your Personal Vital Records. Here’s how:

  • Establish a home for your PVR, even temporarily. If you have them tucked in various places (dresser drawers, jewelry boxes, desk drawers, file cabinets – any of these sound familiar?), collect them into one central location.
  • Label that location, and tell at least one other person know where the records are!
  • Invest in a portable fire-proof safe. Portable so you can take it with you if you need to leave in a hurry. Fire-proof because, well, yes, Fire. And a safe because it can be that one central location and can also protect your items. We received a safe and a fire extinguisher from a friend as a wedding gift. Brilliant! Safes are not very expensive and are an excellent investment.
  • And, again, as you establish a place or a safe to hold your PVR, make sure at least one other person (maybe even one outside of your home) knows where the safe and keys (separate) are.
  • As you go through your day to day life, if you run across one of these PVRs, be sure to put it in its’ established home. For example, maybe you pulled a birth certificate out recently to copy and hand in to school for your student’s enrollment – pull it out of the random school papers on the counter and tuck it into your newly established Personal Vital Records folder or safe.

Take this simple step this week, and add to Personal Vital Records as you find them. When the time comes that you DO need to put your hands on one of them, you’ll be grateful you took the step!

It’s Time To Make A “Some Day Soon” List

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Friends, this, too, shall pass! Notes for Some Day Soon.

I’ve suggested before to create a Future To Do List. 

Most Decembers, for example, I suggest that folks make a “January List” for the things that we can put off until after the holidays.  We want to keep the ideas as they occur to us, but we might not need to act on them until the New Year, in that case.

Personally, I have a rolling Master To Do List for most facets of my life. 

What that means is that I have, in an online platform called Evernote, a Master To Do List that contains my tasks for family life, home maintenance and improvements, Ministries and Public Service, plus all facets of my business and my own self-improvement.   This makes it easy to move tasks around the Evernote document as I complete a task or need to move it to next week, etc.  

As I write all that, I realize it may sound nutty to keep all that info in one document, but this practice really helps me to track tasks and projects each day, week, month, etc..  And I’ve tried keeping separate lists for each area of interest, but then I forget to regularly check them.  This just works best for me.  

But here is the snag, friends.  While I typically complete a one-time task and then remove it, or move ahead a recurring task to a specific week or day in the future, I am facing a new and (admittedly) uncomfortable new category.  The “Some Day Soon When We Can Return to Normal” task category.

You know what I am talking about.  

  • The events that we have had to postpone due to social distancing. 
  • The appointments we need to set up once offices and service providers are open again.
  • For me, the in-person client appointments that I’ve had to cancel, and presentations that have been put on hold.
  • The actions that we have promised ourselves in these rougher times that we are ABSOLUTELY going to do when we can again!

But we don’t know yet when that will be. So I want to keep the ideas until me and the world are ready to take action on them again.

My challenge to you this week is to start and then add to  your Some Day Soon List.

  • Work or medical or personal appointments to reschedule.
  • People to meet up with (not just connect virtually).
  • Non-essential errands to run.   
  • Service people needed, like the tree I need planted in my front year, or having the plumber or electrician out.
  • Birthdays to celebrate in person!

Maybe it’s a wish list!  

  • That Some Day soon, I will drive to Michigan and hug my parents and siblings and families.
  • That Some Day soon, I will spontaneously hug friends at the grocery when I see them.
  • That Some Day soon, I will go to restaurants and sit and soak in the ambiance and linger over dessert.
  • That Some Day soon, I will go to a movie theater, or enjoy our Broadway in Chicago membership again.
  • That Some Day soon, I will go to church.  I will bask in the peace, I will thrive on the energy, I will sing and pray with others. 
  • That Some Day Soon, I will do something as simple as go to my favorite local bakery to virtually work from their booth while enjoying the people and the steady supply of hot coffee.

I think of this list as Hopeful and Happy, and I hope you feel the same.  This strange and awkward time will pass.  For my own sanity and outlook, I have to believe it will.  And when it does, we will emerge better and stronger and more grateful for what we have.  And we will be ready to take action on all these ideas and wishes we make now!


Prioritize and Make Better Decisions With The Eisenhower Box

“What is important is seldom urgent and what is urgent is seldom important.”
Dwight D. Eisenhower, 34th President of the United States

I have been remiss.  I know about a really great tool for prioritizing tasks and I have never written about it.  Sorry about that.  I learned it from Steven Covey’s books on productivity years ago, but it’s actually credited to Dwight D. Eisenhower and appropriately named The Eisenhower Box.

 (Not this kind of box…)

Seriously, I’ve never written about this?  Unbelievable.

Upon googling the term just moment’s ago, I learned the tool is also called the Eisenhower Decision Matrix or the Urgent / Important Matrix and these names begin to explain how and why this tool works.

Eisenhower drew this box, with the two axes of Important and Urgent.  His theory was that any and every task is either Important or Not Important, and either Urgent or Not Urgent.   Of course, there is some in-between, but those are the basics.  Here is the blank box.

(from theorderexpert.com)

Important tasks fuel your mission and vision, improve your bottom line, help you reach your goals.  (And Non-Important tasks do not.)

Urgent tasks have a time component that demands your attention, with a deadline attached. (And Non-Urgent tasks do not.)

What Eisenhower’s quote, “What is important is seldom urgent and what is urgent is seldom important”  also tells us is that we risk getting so distracted by urgent tasks all the time that we fail to take care of our important tasks.

These two axes together give us the option of 4 different distinctions for any given task or duty we have.

  • (Quadrant 1) Important and Urgent
  • (Q2) Non-Important and Urgent
  • (Q3) Important and Non-Urgent
  • (Q4) Non-Important and Non-Urgent

So, if we can agree that almost any task can either be Important or Non-Important, and Urgent or Non-Urgent, then we can use this tool to sort and prioritize our tasks.  If we can determine what is both important and urgent for our goals and productivity, we will get our important work done with more ease and focus and less stress and confusion.

If we take this tool one step further, we can designate a quadrant for all of our tasks, and take the next step – DO, DECIDE, DELEGATE or DELETE, required on those as well.

from luxafor.com

What would each type of task look like:

  • Important and Urgent:  Today’s work.  For me, go and work with client, give presentation, write article.   Working on these tasks is the best and most productive use of my time.  Their completion moves me towards my goals.
  • Non-Important but Urgent (time related):  Order routine office supplies, respond to today’s texts and emails, drop off donations from a client to a charitable organization, post to Facebook business page, publish newsletter.  Many of these tasks are important to do, but it isn’t important WHO completes the task.  I can ask myself, am I the only person who can do these tasks, or could I delegate them to others?
  • Important and Non-Urgent: design a new presentation, start a fitness plan, visit a financial advisor, re-imagine my website.  Make a Plan and a Date (though not today) for getting these tasks done. 
  • Non-Important and Non-Urgent: scrolling social media, binge watching ANYTHING, eating cookies, over-organizing the minutiae in your desk drawer.
    You could let any all of these tasks go. 

Let’s use the Eisenhower Box to prioritize your organizing projects.

At my classes, I give 4 possible projects and then walk folks through the decision process to pick the first project.  The four projects are organizing your

  1. Kitchen,
  2. Linen Closet,
  3. Garage or
  4. Attic.

Let’s imagine these are your 4 projects and you want to decide which has the highest priority, and is therefore your starting point.

All are important, so let’s consider urgent.

Attics are rarely urgent projects.  The stuff in the attic has been there for years, and it will still be there once the other projects are complete.

Garages are sometimes urgent, depending on the time of year.  Let’s say the goal is to organize your garage so you can park your car indoors this winter, but it’s June.  Important yes, but not too urgent.

Kitchen or linen closet?

Did your doctor give you a new diagnosis that requires a special diet?  Are you having a party soon, or you just really need to go to the grocery?  Then, your kitchen organizing project is both important and time sensitive (urgent).

What if there is a drive at a local animal shelter this weekend, though, collecting used towels and bedding for the animals?  That creates a deadline and therefore urgency for your linen closet project.

So, in order, we would tackle either the kitchen or linen closet first, then the other second, then the garage and finally the attic.

Make sense?

Look at your day and week this week and imagine where else you can use this great decision making tool!

An Organized Person… Keeps the “Office” in “Home Office”

Today, the second Tuesday in March, is National Organize Your Home Office Day!

When working with clients, I have never heard the complaint that folks are TOO productive in their home offices, or that their home office is TOO much like an office.

Nope.

I am more likely to hear that a home office isn’t set up to actually get work done, that perhaps it has too much “home” and not enough “office”.

So, this week, let’s work on finding the balance between Home and Office in your home office.

 

Let’ get started!

(15 minutes) Set up those monthly Completed Papers files for your receipts, statements, paid bills and other completed paperwork for 2019, if you haven’t already.

(30 minutes) Clean out your in box.  Toss anything that is expired, redundant or just not important anymore.

(30-45 minutes) Using your monthly Completed Papers files, put away those papers that have been floating around your home office work space.  You know the ones.

(30 minutes) Decide once and for all what to do with all that miscellaneous tech floating around your home office.  The bowl on the desk of dead and dying IPods (oh, is that just us?), smart Phones and tablets.  You know, the ones that are too old to even have updates available, or that no longer hold a charge?  Sell, recycle, pass them along.  Just let them go if they have outlived their usefulness.  Same goes for those miscellaneous and unassigned cords cluttering up your drawers.

(As you go along) Set aside all the actual items that require further action, add the actions to your To Do list and make time this week to take those actions.  Items to be returned, books to go back to a friend or the library, forms to be returned to school, cookies to be mailed – ok, those are the items in my action pile for tomorrow!

 

What belongs in your Home Office?

Keep only your current work in your office and on your work space.  The work you need to do today, tomorrow and this week.  If you have files or papers that you need but NOT RIGHT NOW?  Those need to go away so that you can focus on the work that does need your attention right now.  Keep visible only that which serves you.

 

What does not belong in your Home Office?

Remove any unnecessary clutter.  Anything that is too much Home and not enough Office needs to go.  Deliver the non work items to the other places where they belong in your home.

Embrace National Organize Your Home Office Day, and spend a little time this week making your space more productive!

What To Do this Monday for “Clean Off Your Computer Day”

The Second Monday in February is “Clean Off Your Computer Day”, designated by savvy IT people to clean old files off your computer – Embrace it!

If you’re thinking – “but Coll, I have unlimited storage capacity in the cloud, etc.” – I know.  And you’re right.  But unlimited capacity doesn’t mean you have to keep EVERYTHING,  and you should still organize what you have so you can find things again!

Here are my suggestions:

  1. Grab a note book, or open a new document in Evernote or Google docs.  These types of projects generate a lot of To-Do items!
  2. Clean up your actual computer:
    1. Turn off and unplug (if possible) everything.
    2. Locate and wipe off your computer’s fan(s).  My IT guy says this very important step is often neglected, and skipping it can hamper computer performance.  Keep your computer area de-cluttered to maintain good airflow.
    3. Grab your can of compressed air, and blow out your keyboard.  It’s amazing (and disgusting) what lands in there.
    4. Since everything is turned OFF, with an ALMOST DRY antibacterial wipe, wipe down your keyboard and mouse. I said ALMOST DRY, so if you do this wrong and screw up your electronics, I have 100’s of witnesses who read “ALMOST DRY” and who know I am not responsible.  Let everything dry completely.
    5. With a DRY and clean microfiber cloth, wipe off your screen.
    6. Since the compressed air is going to blow stuff around, use a slightly wetter wipe and wipe
      down your work area.  It’s typically a very germy place.
  3. I often get asked:  HOW DO I WIPE AN OLD COMPUTER SO I CAN RECYCLE IT?
    1. Every computer is different, so run a google search on “How do I remove the hard drive from xxxxxxxxxxx (brand and type of computer)”.  You will receive an instant answer involving a screwdriver and about 20 minutes of your time, and perhaps even links to you-tube videos to walk you through the process.
    2. Once the hard drive is removed, google E-Waste recycling in your area and get rid of the old computers, monitors and printers.
  4. Storage:  Back up, back up, back up.  External hard drive, cloud or both, take your pick. JUST BACK UP!
  5. Manage Your Memory Better:
    1. Operating systems are clever with their search capabilities, but you can still save time by setting up your system better now to find things later.
    2. When you search for something, sort documents in your hard drive in reverse chronological order, all the time.  Click on the “Date modified” column on your Documents Library page until your most recently used documents are listed at the top.
    3. DO NOT just have one large folder with everything in it.  Just thinking about that idea makes me cringe.  A single cluttered directory makes finding anything very frustrating.
    4. Use Naming Conventions and sub-directories when you save your folders and documents.  For example, my business sub-directory contains a folder called “Presentations”.  Within that folder, I have sub-folders for each type of presentation I give (so, Time Management, Kitchen and Menu Planning, Paper Management, etc.).  Within those folders, I have the actual presentation notes, but also the Handouts associated with the presentation, all starting with HO plus the presentation name, so I know which is which.  I use similar rules for naming other things, too, to quickly find files when I need them.
    5. My IT guy saves his documents first to large folders per Application.  For example, he has both a C:Excel and C:Word folder.  He suggests this strategy helps him find things faster.  Within those very broad “type” names, he then breaks down his files into categories.

Clearing computer clutter will help you save time and focus more clearly.  What will your clean-out your-computer day activity look like?

Originally published, February, 2014
Updated, February, 2019

The Unexpected Benefit From Email Problems!

Did you know?  It’s “National Clean Out Your InBox” Week.

An interesting phenomenon occurred a year ago.

I had a handful of tech issues.  My website was down for a few days, and in getting it back up and functioning, my email then disappeared for a few days (Heres’ a shout out for my web guru at Amplify7 who saved me!).

It was a fun time, let me tell you.

Ok, it wasn’t.  A terribly frustrating and unproductive 10 days.  But that is not the point.

The interesting part was this:  apparently, when my business email addresses were down, they generated “undeliverable” auto-replies to emails, newsletters and retailers that tried to send me messages.

And for those few days, the “undeliverable” auto-replies served to unsubscribe me from most of my daily / weekly blog followings and newsletters, as well as retailers and their daily advertisements.

Oops…

Since I send out an email newsletter every week, I understand how this happens.  When I check my statistics for each newsletter, I am prompted by Constant Contact to delete any “undeliverable” email addresses as well.

It was interesting, though.  Once the challenges were resolved, I was so appreciative to return to my normal productivity that it took me a few days to realize WHY my inbox seemed so uncluttered and calm.  For example:

…Actual emails from actual people rose to the top of the list like rich cream to the top of milk.

…I could actively seek out information I DID want without looking at the information I didn’t want.

…Distractions were diminished, and there was just LESS.

 

I DO NOT recommend shutting down your email just to clear out your inbox. With far less drama and frustration than I experienced last year, you can achieve a similarly Calm and Clutter Free InBox with these suggestions:

  • Unsubscribe, unsubscribe, unsubscribe.  This is a favorite suggestion for this time of year.  My friend Jan calls it the gift that keeps on giving.  Let go of subscriptions that no longer appeal to you, remove yourself from retailer mailing lists, or choose to receive fewer emails on the preferences page.  A client is having her teenage daughter help her with this on their regular commute to school.
  • If you have GMail, there is a Promotions Tab that automatically filters out email advertisement and promotions from your general in-box (google or you-tube for directions if you don’t have this yet).  If you are using another email platform, check for this type of option, though unsubscribing may still be the best option.
  • Learn from my most recent (just this past week!) email challenges – what is it about this time of year?  Set up your email addresses with recovery information that get’s texted to your phone or is directed to a different email.  I had these safeguards in place, of course, but when Yahoo switched over to a new business email platform last week, POOF!  those safeguards were gone (all is well again, thank you Customer Service).
  • I occasionally suggest creating an alternative free email address (like gmail) just for subscriptions and retailer messages, but ONLY if you plan to check it at least once in a while.  Some folks use these alternate email addresses for their bill-paying and notifications, but again – ONLY if you will check them regularly.
  • Passwords.  Oi.  This will be a future article just on getting our Passwords under control, like Password Management Apps to track such info.  For Clean Out Your Inbox week, I’ll remind you to keep track of your email passwords and log-in info, and while you don’t have to grant others access, let at least one trusted person know where you keep your info.
  • Don’t use your in-box as a to-do list, a place holder, a keepsake box, or… well… anything other than an in-box.  The term “in-box” leads us to believe there should be an “out” box as well.  Items should come to our in-box, be completed, and then moved OUT of the IN box.

Spend just a little time this week cleaning out your In-Box, and reap the benefits for a long time to come!

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!