The Super Special Secret to Organizing Success (Ok, it’s not a secret)

starting-line-running-trackYou’re busy.   You’ve got a home and life, work or volunteering or family, or any combination of those.  I would guess that you’re not sitting around, doing nothing.  Our days are filled.

But we know we want to make a change.   We want to get more organized, get a better grip on our home or finances or work life or time.  We want to make a change.  We NEED to make a change.

But that feels scary.  We know we have to carve out time, space and energy to do something different, something extra, to make progress.  We have to get a little uncomfortable, push ourselves a bit.  But where?  How?  If I’m going to get uncomfortable and push myself, I want to KNOW it’s right, KNOW that I’m doing the exactly right thing.

And there, friend, is the rub.  We need to do SOMETHING, but we may never know that we are doing the exactly right thing.   But here are strategies to start your Whole-Life or Just-One-Little-Corner-Organizing Project. Multiple strategies, because different strategies work on different days or with different projects.

1.  Start with a clipboard.  Grab a clipboard, paper and pen, and walk around your house, noting all potential organizing projects, big or small, realistic or ridiculous.   I often start client sessions with this step; asking questions, opening every door, challenging my client to think about what their space will look like when it’s “organized”.  Don’t edit this list yet, and don’t get overwhelmed.  This is just the list.

2. Look at the complete list, and start to pare down and strategize how to get these projects done.  The list is a great place to start, as it will show some commonalities, like how “Shelves in linen closet”  and “container under the kitchen sink to hold cleaning supplies” can both be satisfied with a trip to Home Depot or Menards.

Now, getting down to business…

3. Start with the easiest project.  Some projects are pretty straightforward. Maybe your home office just needs better lighting and a good printer stand with paper storage.  Again, one quick trip to Office Max, or perhaps a walk around your home or office to see if you already own furniture or a lamp that would solve your problem.  Start with easy, if that gets you moving.  Or…

4. Start with the toughest project.  Paper?  That is a tough project.  Toy Room?  Yes, that could be scary, too. I know, decision making is difficult.  But delaying those tough decisions is what created clutter in the first place.  Get tough, maybe even a little angry, and get to it.  Or…

5.  Start with a small project.  The day after Christmas, I tidied a kitchen drawer while I waited for my tea pot to boil. I continued drawer by drawer by cabinet over the next few days,  in 5 or 10 minutes increments.  Every drawer and cabinet has been tidied and purged, in little pieces.  Small projects keep us motivated but not overwhelmed. Or…

6.  Start with a large project.   Bite off the BIG BITE, the BIG PROJECT that will reap really big rewards once it’s complete. For example:  Garage?  It’s estimated that over half of the garages in the US hold clutter instead of cars.  Garages are big projects, but spending a day or two of really big work and effort will pay off with parking your cars in the garage instead of clutter.  Yes, this is a big project, and sometimes we need BIG results.

Ok, friend, let me share a secret.  Each of these strategies started with “Start”.  Yes, just one simple word, “Start”.  There is not secret to organizing or getting things done.  Each of those words is an action word.  Progress requires Action, and Action requires a START! So, the determinant of your success is not which strategy you use, it’s just that you use one and START.

National Clean Off Your Desk Day and The 80/20 Rule

Now The Real Work Begins!  Now it’s time to get down to business, and what better way than with National Clean off Your pile of mailDesk Day, the second Monday of January!  Think about it – Cleaning Off Your Desk makes room for motivation, clarity and focus.  What are your Goals for this year:  Clear the clutter; get a handle on your money and finances; read more; stress less; do / get a better job?  It all starts with cleaning your desk!

Let me (re)-introduce you to the Pareto Principle, a.k.a. the 80/20 Rule.  The Pareto Principle says 80% of what you need is in 20% of what you have. Say it a couple times out loud until it sinks in.  The 80/20 rule applied to Paper management says we need about 20% of our papers, and we can probably get rid of the rest.  As an example, a client returning from a trip mentioned collecting 2 inches of mail from her mail box, and keeping… 4 items.  That’s it.

Let’s clear that cluttered 80%, so we can work on the 20% we need to act on and keep.

Here’s What To Do:

Grab a recycling bin and shredder, a letter opener, and pen and paper.

Grab the first pile of papers on your desk, and get started. With the most recent pile of mail, open it all.  Yes, really, Standing at your work space (standing is better), open it all.

  • Recycle immediately the ads.
  • Start piles for Common Categories, like these:
    • Bills to pay
    • Action Items (notes to send, reminders of phone calls to make, forms to complete and submit, etc)
    • Items to Read Later: magazines, articles
    • Errands to Run (coupons, receipts for returns, etc)
    • Papers To File
    • Tax Related Papers 2 years ago
    • Receipts
  • Recycle all the catalogs, but first tear off the back page off and set them aside.
  • Open every envelope, and toss / recycle / shred anything you don’t need for action or filing.  Recycle outside envelopes and inside inserts for your bills, etc.,
  • Set the bills-to-pay in their own pile, and the action items (same pile for me)
  • Grab a magazine holder and start a reading pile for your magazines and articles you plan to read later

Make some magic, and STOP MORE MAIL FROM COMING!

  • Low Tech: Call the 800 #s on the back page of the catalogs, and request to be removed from their mailing list.
  • Go To http://www.catalogchoice.org/, create an account and “Unsubscribe” from catalogs
  • Using your catalogchoice.org account, Get the Mail Stop app for your smart phone and get rid of unwanted mail in your mail box, too
  • Contact and create an account with the Direct Marketing Association,  http://www.dmachoice.org/, to get off of mailing lists and stop unsolicited mail
  • Another option is the Paper Karma app for your smart phone, to unsubscribe from mailing lists.
  • Unsubscribe from Magazines you no longer need or want, and digitize your subscriptions, so they come via email or on your IPad or Tablet.
  • Make a regular appointment to get to your reading pile (mine is early on Saturday morning for an hour or 2)

I’ve blogged extensively on setting up the actual Paper Management structure, the files and things, so please check out those, too, as you proceed to the next step:  http://colleencpo.wordpress.com/?s=paper+management

Here are related blogs, too, from past National Clean Off Your Desk Days:

You Can DO This!  Now get to work!

Little Pieces, Friends. Little Pieces.

I must have been really good this year, because my wonderful husband bought me a new laptop for Christmas.  Seems to me he is the Good One!  Especially considering he also is the one who will switch everything over to the new one and make sure everything is running just right.  He really is the best.

He started working on it first thing this morning, so I did not do my typical get up early / have coffee / plow through emails routine like I usually do.  And after a weekend of travel and yesterday’s oral surgery for my son, let me admit – my email inboxes were full to overflowing.  Now they are mostly cleared out, after 20 minutes of ruthless purging.  Whew.

But I realized the myriad of email subject lines about the New Year / lose weight / work more / donate money / get organized / etc. can be overwhelming.  And I looked at my own to-do list, which is also a bit overwhelming.  And the words that were echoing my head through all of that were “Little Pieces”.

Image

 Little pieces, my friends, make up the greater big picture.  Take heart.  We can make progress in leaps and bounds.  Today, tomorrow, this week, this month, this year.  Absolutely!   There Are No Limits To Our Greatness!  But it all starts with little pieces.  Changing the world can seem overwhelming, but changing one little thing, one little piece – yes, I can do that.  And so can you.

In 2014, I will post lots of articles, I’m sure, but this week’s article is the first of many focusing on little projects that have big results.  Happy New Year, friends!

Little Pieces: Paper Management to Fix My Dinner Dilemma

To sum up the article you are about to read:Image

  1. Create paper management systems that work for you, and look at them critically once in a while to make sure they are still working;
  2. Regular maintenance is key to the success of any system;
  3. Binders are a great way to store papers that you plan to use again;
  4. Look critically at your practices regularly, and be open and willing to change; and
  5. Imagine different ways that new technology can make your life easier or solve a problem

Some of you may stop there, and that’s fine.  But read on for the rest of the story….

It’s almost 2014.  And my personal resolutions revolve around healthier eating for my family, and getting fit.  So I admit to you, instead of writing my blog, I really want to clean up / clear out my recipe binder. My recipe binder project is a study in good paper management

There are a few motivators working here:

  • I just placed a 3 month order for my awesome nutritional supplements (Reliv, ask me about them!)
  • I also just signed up for a “Figure Friendly Freezer Meal Party” in January
  • I need to menu plan for the next two weeks now that we’re done traveling and hosting parties
    I plowed through my reading pile over the weekend while traveling, and have a pile of new recipes
  • I have a backlog of recipes to try

I read a couple of magazines regularly, pulling out the recipes to use later.  There seems to be so much promise, so much hope and happiness in those shiny pictures in a magazine.  Years ago, I created a binder to keep my favorite recipes close at hand.  My binder is separated into categories that work for me and my family – favorites, appetizers, main dishes, baking, sides and salads.  When I collect recipes from my magazines, I tuck them in the front pocket of the binder.  When I feel like trying something new, I pick one out and we try it.  If my family likes it, I’ll file it in the right category area.  If they don’t, I’ll toss it.  I have purged the occasional cook book, too, when I go back to it for only one recipe repeatedly.  I’ll tear the page out or make a copy in my printer, and purge the cookbook.

So here are the problems I am facing:

  • The front pocket has gotten very full, and I have more to add.
  • There are recipes that have been in the pocket for months and even years, and I have yet to try them.  Which means they no longer appeal to me, and probably never will.
  • I am turning over a new, healthier leaf and many of the backlog recipes don’t fit that vision.
  • I sometimes collect recipes on-line now.

So, this evening or tomorrow, I will spend an hour and

  1. Re-file all the favorites that we’ve pulled out over the holidays (recipes for our favorite holiday cookie recipes, sugared walnuts, and a lovely sauce for our Christmas roast
  2. Grab a sheet protector, put two new soup recipes we’ve tried and loved into it, and add it to the binder.
  3. Look very critically at this weekend’s new pile and the handful of recipes in the front pocket, and ask myself some questions.  Such as:  Is it just too complicated?  Does it contain ingredients I can not pronounce or easily find at my regular grocery stores?  Will my family turn up their collective noses?  Is it healthy?  Do I already have a recipe that is very similar?  Can I find the recipe again on-line?
  4. Start “collecting” more recipes on-line, bookmarking the pages and adding a link to my menu plan spreadsheet so I can find the recipe again when I need it.  An article I read suggested using Evernote (which I love!!) to catalog and organize recipes, too.

What can you spend an hour on this week, a small project, that will reap big rewards?  Imagine, and get to it!  Happy New Year!

Monday, January 14th is National Clean Off Your Desk Day!

Monday, January 14th, 2013 is National Clean off your Desk Day!  Spend an hour and make your Desk work for you!  Focus on visual results, and save acting on ideas for another day. Corral your papers into meaningful places, so you can see what you have and start getting things done.

Most folks are capable of sorting and piling papers into categories of their own choosing. But mid-sort, they find they need to reclaim their work space, and the papers get piled together again and set aside, instead of finding a new home. So the desk stays a mess, and they never feel “done”.

Another challenge with papers is that they typically represent something else, like a memory, an event, a task to complete or an idea we want to keep. Acknowledging that, you need a physical storage system for your papers and ideas, and the motivation and perseverance to finish and maintain your system. Here is what you need to do:

  1. Remove non work related items from your desk.
  2. Set up a physical system for Passive Papers (Idea from Freedom Filer, and tweaked for my clients!).
    1. Passive Papers have been acted upon, and now wait for a pre-determined time until they are no longer needed for reference (e.g., receipts, paid bills, balanced bank statements, etc.).
    2. The storage system consists of 24 hanging folders in an open top vertical holder on your desktop (preferred) or a very near desk drawer. Label the folders 2 for each month, with a “- Even Year” or “- Odd Year” tacked on the end. You will end up with two full years of folders, one set for this year, 2013 (ending in “- Odd Year”), and one for last year (“ – Even Year”).  “January – Odd, Februrary – Odd” etc.  The Even Year folders will hold last year’s papers from your desktop, and the Odd Year folders are for adding to during 2013. Few papers need to be kept longer than one calendar year.
  3. Set up a physical system for Active Papers, also in an open vertical folder holder on your desk top, with folder names based on What Actions To Take or By Project, or sometimes, both! For Example:
    1. What Actions To Take: Receipts for Reimbursement; Calls to Make; Bills to Pay; Forms to complete and return; or Coupons, gift cards and shopping ideas.
    2. By Project (examples from my desk): Past clients to check in with; Proposal for Home Office and Productivity Class Series; LLC Research and Paperwork; Event Folder, May Communion Party.
    3. Strategic Management, product development ideas
  4. Set up a box for Archival Papers / Treasures. Archival Papers are long-term record keeping papers, like home purchase papers, filed taxes, appliance manuals and warranties, wills, etc. Treasures are school project, travel papers, received greeting cards, photos, etc. These are all projects for another day, get them off your desk.
    1. Grab two bags, one each for papers to shred later and recycling, and start distributing your desk papers to their new homes. Grab a notebook and jot ideas down as they occur to you, do not get distracted and lose focus.
  5. Now, Get Up and Put Your Stuff Away. You have distributed your papers to your new folders, but you may have other items that need to go elsewhere in your home or office. Get up and Put Them Away in their final homes. Even if this 10 minutes is in the middle of your project, Get Up and Put them away. Then bask in the glow of your clean desk top, and keep going. A fellow organizer calls this the Stand And Deliver step, but I can’t find out who that was, and I would happily give her credit. The point is…. Embrace “Done”! And feel good about your efforts!

This Is Your Chance To Choose Your Changes

Last year, I learned that less than 50% of us make New Year’s Resolutions.  So in January, I gently nudged my dear readers to try a little to make simple painless changes, maybe, if they felt like it.  Well, you are all still dear to me, but I’m not being gentle with the topic of Resolutions this year. 

     The celebration of the New Year is not our only opportunity to make positive changes.  We can wake up any morning and say “today is the day”.  The New Year is the most publicized opportunity, though, and there are lots of available resources to help us make and keep our resolutions.  Health club memberships are discounted, as is exercise equipment to purchase.  Programs abound for weight loss and smoking cessation, healthy recipes populate the media and grocery stores run specials on the foods we are supposed to be eating.  Professional organizers send you information about goal-setting, paper management or National GO (Get Organized) Month. 🙂

      I think you are fabulous just the way you are, don’t get me wrong.  You are wonderful and fully evolved, and I do not think you need to be different.  However, we all need to realize is that Change is going to happen, no matter what.  Things change every day, every minute of our life.  And we can either be carried along with a wave, or we can start swimming.  Change happens, no matter what, but we can guide the change if we are willing to make the effort. 

Many years ago (original posting 2012!) I watched a great motivational video of Matt Cutts, previously a bigwig at Google, https://www.mattcutts.com/blog/about-me/ .  He spent 2011 completing 30-day challenges, trying new things for 30 days.  Turns out, “30 days is just the right time to start a new good habit or get rid of an old, bad habit”.  His last line really resonated most with me, “The next 30 days are going to pass, whether you like it or not”.   We might as well do something great with them!

So, two words for you:  Change and Choice.  I encourage you to think make and keep Resolutions this year.  If you don’t want to get rid of any habits, think about 12 habits you wish you had.  Change is inevitable, but we can choose our focus, and make this a positive experience.  You get to choose.

So what is it going to be?  Knowing that change will happen anyway, how will you choose to guide your change and your life in the new year? Here are some tips:

  • If you are new to the Resolution idea, try choosing one good habit from each of these areas:  personal, family, home, spiritual and financial.
  • Keep language is positive.  I am taking on new things instead of focusing on the negative. 
  • Make choices for yourself, not for others.
  • Make it public.  Letting others in on your resolutions makes you more accountable for keeping them.  I will publish mine next week, after I have added action points for myself. 
  • Throw in a couple of “gimmes”. Some easy goals that will take maybe an hour or 2, and then you can feel good crossing them off your list.  Organizing your desk drawers, cleaning out the pantry, making a long delayed doctor’s appointment, etc. 

      You can do this, friend, I know you can!  And you will be so happy when you do!  Happy New Year!