Learn New Things Then Make Them Your Own

I am a member of the Institute for Challenging Disorganization, and I attended their annual conference last weekend. It was amazing, and I will share more soon.

In an activity with a fellow participant, we worked through a new time management tool that I CANNOT wait to introduce to all of you! But I digress.

The tool walks us through a project, helps us identify potential roadblocks and how to deal with them, and lets us imagine our reasons for and how we will feel when we achieve our goal and / or complete the project. For the activity to learn to use the tool, we chose a goal or project to focus on, and mine was “how to ensure I worked through my conference notes this week” And my answer to my table partner was, “Because otherwise, WHY DID I BOTHER TO GO?!”

Going to the conference was not simple. The conference was in Minnesota, a beautiful state from the little bit that I got to explore when not in sessions. It was a 7 hour drive to get Bloomington, MN right next to Minneapolis-St.Paul, and the same to get back, though that was in the dark and in the rain. (My husband is a rockstar). It required money and planning and research and packing and a million other little tasks. It required that I take time off from paying clients to instead pay money. It required that I attend a conference I have never attended, that I step into rooms where I knew no-one. It required many leaps of faith, to just jump into a situation and do my best. And it was absolutely worth it.

I visited new places and saw new things. I learned so much. So much that will help me in my business, in my work with my clients and also me personally. I hugged in-person people who I had only met in virtual programs before now, I met amazing new people and made new friends.

Similarly, I presented at a conference the week before. And, I would hope for all of those attendees that they took some time to review and internalize and revel and relish what they learned at their conference and then started to put that new knowledge into practice, too.

As part of my working through the content this week from the conference, I want to write about it and then I will do it! It’s time to process what I learned, follow up with many people and incorporate what I learned into my real life. Because, again, otherwise, WHY DID I BOTHER TO GO?!

If you, too, have the opportunity to learn new things, here are some things to think about!

Be open to learning because there are always things to learn.

First, can we just appreciate how awesome it is to have the opportunity to learn new things? There is always more to learn, either expanding on things we already know or learning new topics and ideas entirely.

When we get back from learning, Unpack, and I mean physically unpack.

I have worked with dozens of clients who have bags still packed with logos on them from conferences or workshops they attended 1 and 5 and 20 years ago. In addition to the knowledge learned going no further than that bag on a shelf or under the desk, logistically speaking – what about the half-eaten granola bar or dirty tissues – ew!

Please, unpack your bag and delete or recycle the easy and the obvious. When it comes to storage, bags are almost never our friends. Liberate the stuff and the learning, bring it back to the daylight!

As an aside, when you attend a conference with other professional organizers, some of us admit to emptying the swag bag immediately, getting rid of what we don’t want and sharing it the next day with fellow participants, and clearing out the excess before we even pack to go home!

Also as an aside, at a conference for professional organizers, programs start on time and sometimes even early!

Next, and very importantly: Act on the new knowledge while it is still fresh!

One of my accountability partners asked a great question the last time we spoke. She asked if I had a plan, or what was my plan, to work through all of my notes and follow-up from conference.

I want to review my notes this week because I can easily recall exactly what I was feeling and thinking when I heard the content. I can remember what time of day it was, I can remember who was sitting at my table with me. Reviewing the content just a few days out means that as I reflect on the content, I can fill in my note with even more ideas, I can recall thoughts I had then that I might not have had time to capture at that moment, I can start to move the knowledge from short term memory into long term memory, and I can make plans for changing my behaviors around what I learned.

If I waited weeks or months or years, that reflection piece would take me nowhere fast. And I would miss the opportunity to make the knowledge my own and incorporate it into my own best practices.

Relatedly, as I review my notes, if I want to reach out to someone I spoke with, they will also be more likely to remember me now than in a few weeks or months from now.

In addition to knowledge becoming un-refreshable to us, remember that Knowledge Expires. If you have a backlog of content or binders or books from long ago professional development, please consider that Knowledge Expires. Yes, knowledge expires.

Here’s an example: Years ago, a friend said how proud they were of the medical journals on the shelf above their desk. They liked to see the journals, the journals felt like visual proof of how good a doctor this friend is. And this friend is a good doctor. AND, I reminded them that I would not want to see a 20 year old medical journal above my doctor’s desk, I would rather see recent certificates and updates and achievements. Because, in some industries, like the medical profession, some knowledge expires.

I would not want to see reference books for outdated software on my IT department’s shelf. I do not want to see educational theory books from the 1950’s on a teacher’s shelf.

Looking ahead, Make A Plan for Yourself to Learn New Things

As I reflected on presenting at a conference and then, a week later, attending a conference, I am reminded that, as I stated earlier, there is always more to learn. My suggestion to you and to myself is to come up with our own education plans.

Once we are out of the academic environment, it would be easy to stop learning. But in the first line of my content for my recent presentation, I stated that “If we aren’t growing, we’re either standing still or we’re wilting and withering”. Those are our options.

We can choose to grow, we can stand still or we can wilt and wither. Of course there are some days I am not striving and growing and reading and pursuing. But those days of rest are part of the plan, too. An educational plan guides our steps.

I don’t know what that educational plan looks like for you. I don’t know what lights you up or what you’re interested in. But maybe you know.

There’s so much information available to us these days. There has never, never in the history of the world, been so much information and so readily at our fingertips. Never before. Of course, we need to make sure we are critical thinkers and are consuming actual knowledge from trusted sources.

But there’s so much out there to learn and know about. So much. And it’s all available to us.

For me, personally, I am going to work through my notes from my conference. I am also going to review my non-fiction “reading pile”. I put that in quotations because while I call it my reading pile, it is not a pile. It is a part of a shelf full of books I own but have not read yet, and also a back log on my kindle app on my Ipad. There were books and authors mentioned at conference and I know I own some of those books but I have not read them yet. Establishing a more consistent non-fiction reading habit sounds like a positive step in that Education Plan!

At writing time, I completed some easy first steps yesterday afternoon.

  • I unpacked my conference bag, recycled any papers I won’t need again, put things away in my office that have a home.
  • I entered into my phone contacts all of the business card information from fellow attendees who shared with me.
  • I submitted for and received certificates for all the Continuing Education Unit that I earned by participating this weekend.
  • I processed my bullet journal notes from the last 4 days. I still need to prioritize the notes and action steps, but they are in Evernote so that now, when I have a few moments, I can start assigning the ideas and tasks to the appropriate list – ideas like blog topics, client follow up, etc., or schedule time to complete tasks like the errands I will run tomorrow.

On my agenda for this afternoon and tomorrow morning are to review the handouts from each of the presentations. I will reach out via email and thank the speakers for their presentations. I will subscribe to newsletter and follow on Facebook or Instagram.

I will read the articles that were recommended for further reading, I will email follow up to my fellow participants. For example, a fellow participant asked a question during one session regarding working with a client in a hoarding situation who is struggling emotionally, and I offered to share information regarding Mental Health First Aid Training.

I will continue to share out the new knowledge gained in the coming months, as I internalize it and make it my own!

More about Learning new things:

In October, I will begin hosting webinars on topics such as quarterly planning, menu planning, clearing clutter (that was a specific ask, Sandy I heard you!). Some will be free, and some will have a small fee attached. I look forward to you and I learning more together!

Bullet Journal: Ever Present and Indexing

Okay, next up on the list, let’s talk about Bullet Journal. Bullet Journaling. My bullet journal.

Now, this is a big deal for a lot of reasons, and I’m going to tell you why.

It’s September, and September is National Preparedness Month. I have shared a lot of information over the years about National Preparedness Month. We all benefit from that reminder that we need to have our ducks in a row, or at least know what and where are our ducks are. We need to be ready for life. And I will talk about National Preparedness Month in a couple of weeks, but that is not today’s topic.

One of the ways that I stay in a state of Ready, how I manage all the things that I manage – and there are a lot of those things – is using something called a Bullet Journal. I am going to reference now Ryder Carroll who created Bullet Journal, and also bulletjournal.com if you would like to know more.

And to give credit where credit is due, I need to give a nod to my dear friend Mark who introduced me to the idea many years ago. Mark has since passed, unfortunately, but I think of him kindly when I am working in my Bullet Journal.

I just started a new journal last week. Starting fresh is such a good feeling. A Bullet Journal is a tool. That’s all. It’s a very personalizeable tool. Mark and I taught Bullet Journaling classes over the years and it was good for us to teach it together because Bullet Journaling is so personal and individualized, it’s good to have two different people’s input.

There are many facets of a Bullet Journal that I love. Honestly, it’s a notebook. That’s it. It’s a notebook. How you use that notebook makes it a Bullet Journal. If you’d like to go to the Bullet Journal website and spend a lot of money on a very snazzy notebook – they are very pretty – Go for it. But before I get ahead of myself, let me tell you why I love my Bullet Journal.

A Bullet Journal is a tool, and the concept comes with rules and suggestions, a technique, with ways of doing things, and you can choose to use it or not, and you can choose to abide by the rules and suggestions or not. I find it very helpful, and there are two facets of Bullet Journaling that I will talk about today that can be applied to any other notebook or note taking device, as well.

One aspect I love about my Bullet Journal is that it is ever present, ever ready. As I am writing this article, it is physically at my right hand on my desk. And when I get ready to go in a few minutes, I will slip it into my backpack which is twelve inches away from it at present, and it will go with me and be ever present as I go about my day as well.

I love technology, I am a tech girl. I use my phone and iPad and laptop ALL DAY. But there are also times in my day that I that I need to write something down as opposed to entering it into my phone or laptop somehow. Maybe I need to scratch a 2 word reminder to run an errand while I sit at a stoplight, right? So I do. Because my Bullet Journal is ever present. And I don’t necessarily want to pick up my phone because well, it’s illegal and ill advised.

Whenever a thought strikes me, I can quickly jot it down, and I recognize there are many opportunities in my day where those thoughts to strike!

And this is why I am sharing. I know many people, clients and colleagues, who write down notes on whatever is handy. The back of mail envelopes, shopping bags, the margins of a book, on a newspaper, on their hands. (Yes, their hands, 25 years ago – I worked for the Internal Medicine Residency Program at the University of Illinois, Chicago and yes, our residents would sometimes jot down lab results on their hands because that’s what was available when they took a call from the lab about a patient.)

If I am already on a call, sometimes it’s just easier to write the customer service reference number or my family member’s hospital room number. And sometimes, I don’t want to get distracted by my screen so I will make a note to “look up jar salad recipes”, or write a really cool quote that I read in a devotion this morning.

One client in particular asks as we discover notes on note paper, receipts, envelopes, whatever – “What is wrong with me!?” Nothing’s wrong with her. But her notes and therefore her thoughts end up a hodgepodge, which makes it difficult to retain or review that information or get to what is really important. Whenever we’re working on her papers, we find notes all over the place but without context, they are difficult to process.

Which leads me to the second thing that I love most about my Bullet Journal and that is the Index. Which is just what it sounds like. Read any published material and it likely has an index. So you can find what you need when you need it.

On my Bullet Journal next to me, I have today’s date listed, and some notes below. Later today, I have a doctor’s appointment and I’m going to have some notes from that in my Bullet Journal. Later still, I will run a rehearsal for my choir and I will surely add more thoughts and tasks to the page.

In a couple of weeks, if I want to refer back to what we talked about today with my doctor, I’m going to be able to check the index and flip to the page from today.

My index pages, the first 4 pages of a Bullet Journal, will have three columns for page number, dates and then topics per page. So I can readily find information again if I need it.

And – you can do this with any notebook you already have, too! (I rocked a client’s world a few weeks ago with this concept – she was so excited to add an index to existing note books to make them make sense!!)

Yes, you can take an existing notebook, number the pages and if it is too late to add an index to the front, add it to the last 4 pages instead. Three columns for page number, date and topic. Sometimes my topic is “Life”, and sometimes it is “Dr. Appt, School Board Meeting regarding Finances, blog article ideas, etc.” Let’s say, on pages 13 and 14 are notes from the special board meeting regarding finances and in a month or two, I want to go back and look at that, I can flip to the index, see pages 13 and 14, and can flip to those pages with consistency, confidence.

I usually fill up a Bullet Journal in 4-5 months, but the notes and index still exist, so I can always go back and look for things if I need to.

A real life example, I had a client who was moving cross country. She called about apartments on the west coast and she had a notebook full of notes. But when it came time to actually travel, she was worried about being able to find the specific places and people that she had talked to, to reference while she sat in the office with the people. She had a notebook full of information, but it wasn’t as useful as it could be. I suggested she go back, and number the pages of the notebook, determine what date (approximately) she spoke with people at each apartment complex, and add that info to an index at the back of the notebook. She spoke to so and so on this date regarding these apartments, and this is how much a 1 bedroom costs, or a 2 bedroom, square footage, amenities, if there is a garage, how long is the waiting list, etc. And then, when she sat in the office on the west coast in-person, she could easily flip to that page easily and say, when we spoke on this day, you mentioned x, y and z” that conversation would be that much more fruitful. It really helped with the home search to be able to find that information again.

Another real world example, inspired by a conversation with my college student son. My son is taking a philosophy class this semester and his professor does not allow electronic note taking. I wish I had known about indexing when I was still a student, because, um, it’s so helpful. So, you know, on the back page of his notebook, on the first page, if he’s thinking of it, but definitely on the last couple pages, he could absolutely, you know, again, number the bottom of the notebook pages, and then pages one and two, or pages, you know, page one was first day of class. Page three, two, three and four were second day. And we talked broadly about this and this, right. And, uh, pages five through eight, we’re studying for the first quiz, um, on such and such a date regarding, um, such and such a topic, right. So you can index anything, and it’s so helpful.

Bullet Journaling for goal setting, time management and productivity!

This is definitely an article about my love for Bullet Journaling but I suggest that you consider how you could apply the idea of one ever present notebook and the idea of indexing to your current methods of note taking, if you have them. These ideas are specific to Bullet Journals, sure, but the two ideas that I’ve mentioned today can be used independently of bullet journaling as well. Give these ideas a try, and let me know what you think!

Peace-mck

Multitasking Is A Myth, Here’s a Different Strategy

I don’t know if I’ve ever said this in a blog article, and I’m pretty sure I haven’t said it in a podcast episode, but here is a bold statement.

Are you ready?

Multitasking is a myth.

And I am saying this as a person who spends most of her days doing what looks like multitasking. The real irony is that I started writing this content while driving (I record it as a voice memo to transcribe later), and now I am editing it while hosting my Finish Line Friday productivity session. Looks like multitasking, but it isn’t.

And here is the thing: when we think we are multitasking, we are really switchtasking. This term was first introduced to me by Dave Crenshaw, just want to give credit where credit is due.

Unless we truly are just walking and talking, or watching TV and eating popcorn, or riding in a car and watching the scenery, our brain is actually switching back and forth between tasks.

So the point is, multitasking is a myth. Our brains truly are not capable of doing multiple things at a time well. We can’t do them well. At least, depending on the different tasks, right?

Perhaps I can drive and also take a call, but I’m not doing either task then as well as I could. And certainly not in a congested area where I also need to pay attention to the navigation a little bit more closely. So I absolutely end calls with people, or I just don’t answer my phone, because sometimes, yes, I recognize that my brain can’t necessarily do two high focus things at once.

It’s not that we can’t do multiple things at once, it really depends on the complexity or severity or the type of action.

I can chat with my husband while we take a walk. I can cook and listen to music. I can wash the dishes or clean the house and talk to somebody on the phone. We CAN do multiple things at once. However, with high level thinking and focus, we cannot multitask. What is occurring in your brain, again, is switch tasking. Switch tasking is what it sounds like, switching our focus. And every time we switch our focus, we have to refocus on the thing in front of us, and then when we switch back, we have to refocus again on this new thing that we’re focusing on now.

Now, I don’t know about you, but I know that there are some days that I can focus easily and switch easily, and there are some days that I cannot switch easily or refocus easily. And what that means to me is that my capacity to focus is a limited commodity and can be used up over the course of a day or week. Like energy and time and decision-making capacity. Those three things, too, are also needed to get things done and are also finite resources that can get used up, more quickly on some days than others.

My ability to switch and re-focus is finite, and may be affected on some days by external factors like my quantity and quality of sleep the night before, or how noisy my work space is, or how often my phone is chiming at me with notifications.

Switch tasking requires focus, energy, brain space or bandwidth, whatever you want to call it. And uses these up faster than just regular tasking, if that’s a word. There may come a point, some days earlier in the day than others, when we can’t switch-task successfully. We are not as productive as we want to be, or should be.

We can spend all of that focus and energy and time, and then it’s gone. We can deplete the well, we can empty the wallet, we can use all the water in the jug and it’s empty. We won’t have more until we take a break and replace it somehow. We can switch back and forth, but at what price? What’s the cost?

There is a better way. We can, at least some times, focus fully on what we’ve got going on in front of us and similar tasks so our brain doesn’t have to keep switching. Yes, lets work on that. So we can get more done and more importantly, we can get things done without completely depleting our brain!

Recently with a client, we were discussing Batch work. She has a lot of different tasks that she needs to take care of. Don’t we all? There are things that need to be done, and the sheer quantity of tasks is overwhelming to her, AND the variety of things is also overwhelming to her. And right now, she only sees them all together. She’s not seeing them prioritized, she’s not seeing them categorized, she’s not seeing them in any of those ways. And so that means it’s even more overwhelming.

And at this moment, for a couple of reasons, she is depleted of energy and bandwidth already, and she is finding it very difficult to get things done. We worked on papers together, and recognized, too, that her papers are a representation of the tasks that need to be completed. Papers are also time management, in this case, especially. She might have a medical bill that needs to be paid, but she also needs to call the doctor and ask a question. Each piece of paper represents a couple different things for her. She was seeking a way to categorize broad categories of the papers and actions because she know multitasking wasn’t working and categories made more sense, especially at this moment.

So we talked about batch work. We talked about grouping similar papers and therefore tasks together like putting all the bills to pay in one place and then putting a date on the calendar or an appointment on the calendar for a couple hours every week to get the bills paid. Or, how she has follow-up tasks for a legal challenge that she’s got going on. And so she needs to put an appointment on the calendar every week for making calls or following up until progress is made.

Batch work can occasionally offer synergies or economies of scale. Meaning, when we group the tasks together, they end up taking far less time than they would if we did each separately. For example, reviewing the legal papers and making one call to the attorney and asking multiple questions at once saves time and money.

Having these tasks, or similar tasks, is inevitable. How do we do them better? How do we do them with less stress? How do we do it so we’re not depleted at the end? How do we set ourselves up to succeed?

Because, let’s face it, it’s possible that we switch tasks so often in a work session that we never actually accomplish or complete anything! We feel like we’re working like crazy, but nothing ever actually gets done.

Done. Done! Yeah for Done! If we are working towards Done, or Accomplished or Completed, let’s think in batches. We can do things so they’re actually all the way to done.

Conversely, we can also do batches of work in an assigned time and say, that’s good enough. We can get as done as we can for today and then move on to a different type of task. For example, I don’t get to sit and do 12 hours of money and bill paying in a day. It doesn’t usually work that way.

What is more useful to me instead is doing a batch of home maintenance tasks in the morning, like starting laundry and the dishwasher, after a batch of personal hygiene tasks like taking a shower and brushing my teeth.

I may remember, while showering, that I need to pay a bill but I will not be writing checks while I’m in the shower. We can see that is silly, but we absolutely try to do those kinds of things at the same time. So let’s not do that. Let’s do one thing, or one type of batch of things until they are done right.

The personal hygiene tasks, then I am done and ready to move on.

Then house tasks and then I am done. Then a handful of kitchen tasks like make my coffee, take my vitamins and pack my lunch. Those are all batches, and they’re obvious, so lets look at the rest of our tasks in batches as well.

Instead of switch tasking and asking more of my brain than I need to, than you need to, we can put those different tasks that we need to accomplish together in batches and just think bill paying tasks or money tasks or house management tasks.

In my company, I have four different focus areas or income streams. I will batch all my speaking engagement tasks together – following up on upcoming presentations, printing copies of my handouts, sending invoices. Then, with my calendar on my screen, I’ll batch client scheduling tasks and emails. Then I might shift to writing and content creation tasks, whatever those look like. But instead of having to switch back and forth and manage my focus like that, I can do all of those different things in a batch. I don’t have to keep switching my focus and my energy. I can save that for other things later in the day, or I can just do them with more ease. That works both ways. And I’m more likely to actually get things done with a lot less stress. And isn’t that what we’re working towards? I know it’s what I’m working towards.

Let’s recap:

Multitasking is a myth. Sorry.

Switch tasking is real and doable and can be useful, but may also use up our focus and energy and other resources faster than regular work.

If you’re tired of switch tasking and / or want to give another strategy a try, experiment with Batch work to work with your brain and help you get more done with less hassle.

Give it a try!

Take Your Accountant’s Advice (or mine)

I’m writing this on Tax Day, April 15, 2024.

Did you know? I have two accountants in my life, my husband and now my oldest son.

We all have our strengths, and these two are very organized about a lot of things and especially around helping people with their taxes.  It’s funny to me, neither my husband nor my son are in tax accounting for their job, but they both help friends and family members this time of year.

And, in keeping with last week’s topic of deadlines, I will be very happy for them both when the tax deadline has passed and they can get back to a more regular schedule!

At dinner last night, I asked Greg that if he was on this week’s podcast,  what would he want you all to know? So here we go: a collaboration between my accountant, the most organized person I know when it comes to money, and me, your certified professional organizer.  Maybe some day I will get him on the podcast!

  • First up, he and I both recommend that you create a couple of file folders this week.
    • Name one 2024 Taxes, or 2024 Supporting Tax Documents or something like that.
    • Start another one called 2024 Paid Bills.
    • The 2024 Supporting Tax Documents is a waiting receptacle for anything that comes along that you need to keep for next year’s tax time.  During the year, we might receive, for example, thank you letters or receipts for charitable donations, and you can just drop those in the waiting file. In addition, you now will have a safe place to keep your 2024 tax documents when they start to arrive the end of January, 2025.
    • The 2024 Paid Bills file is for for just that – Paid Bills in 2024.  If you still receive paper bills and if you keep them after they are paid, drop them in there as the year progresses.  We don’t really need to keep them in separate folders. I mean – how often do you go back and look at them anyway?
    • These first two files need to be kept close at hand.
  • Next up, make a folder for your filed 2023 taxes, if you have them in paper form.  This file does not need to kept so close at hand, but it certainly needs to be kept.  In the safe? Bottom file drawer?  Or digitally, save them on your computer and back them up on your external hard drive or the cloud.
  • If you really want to do next year’s you a a solid, make a note of what documentation you required for your 2023 tax filing – W2s, 1099’s, interest statements from investments, etc..
    • Let’s face it, our financial life – at least the accounts, not necessarily the amounts – don’t vary too much from year to year.
    • So, 2023’s filed tax return is going to be a great place to get ready for your 2024 filing in 2025.
  • Ok, now here is the real tax advice:
    • Here is the other thing I want you to do for future you.
      • Go to your calendar on your phone, on your to-do list, in your paper calendar for 2024 on the last page that is for planning for 2025.
        • On February 1, 2025, make yourself an appointment on your calendar to check out your 2024 Supporting Tax Documents file. Look at whatever information has accumulated in there from this current year. Look at the list in there that you made for what end of year statements, wage information, etc. that you’re waiting for and start keeping an eye out for it.
        • Also on February 1, 2025, put a date on the calendar to do your taxes or to go and meet with your accountant.
  • Finally, learn from your 2023 tax experience.
    • Are you getting a tax refund?
      • Cool. That works.
      • Some people intentionally use their taxes and tax refund as a savings account.
    • Do you owe taxes?
      • Less cool, I know. But it means you brought home more pay during the year.
      • And some people just expect that they will owe taxes and plan accordingly.
    • If you would like to adjust the taxes that get taken out of your pay during the year, to also then adjust your tax refund or your tax bill, you can do that.  Adjust your withholdings with your HR department, if you have one, or send in quarterly tax payments.
    • And here is a public service announcement: if your accountant gives you suggestions on how to make the tax process go easier next time, please listen to them and take action. They are our experts and we need to heed their advice.
      • For example, I have some homework to do. I need to make changes about how I note things in Quicken, because apparently my accountant and I have vastly different definitions about what constitutes as “Owners Equity”. My accountant is honest and patient, even when I was confused. But we’ll get there.

Don’t scramble, don’t procrastinate.  Give yourself the gift of calm competence in 2025.

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?

(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!

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!

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!