Tag: Paper Management

Swap 60 Minutes With Your Mail for 167 Worry-Free Hours! 

Does this sound familiar? mailbox-clip-art_436249

Piles of new / old / opened / mystery mail are scattered on flat surfaces all over your home.  Somewhere there’s a utility bill that might be due, and that reimbursement check from work is missing.  You are always vaguely worried about business falling through the cracks.

You’re not alone.  I worked with a client just last week with a similar challenge, and here’s how we cleaned up her surfaces, took care of this week’s mail and took care of business, in no time at all. Try it for yourself!

First, we collected the mail from the hall table, kitchen counter, dresser, mail box and desk top.  We wiped off a counter top, and made some space to get to work.

As we worked, I shared these truths with my client:

  1. The Pareto Principle (a.k.a. The 80/20 Rule)
    1. 80% of what we use in 20% of what we have.
    2. In business, the 80/20 rule says that 80% of our business comes from 20% of our clients.
    3. In a closet, the 80/20 rule says that if we own 10 pairs of pants, we wear the same 2 or 3 all the time.  In the kitchen, if we have 10 appliances, we use the same 2 or 3 every day.
    4. And if we get 10 pieces of mail today, we actually need to keep and act on 2 or 3.
  2. You will receive mail you don’t need and didn’t ask for.  Just because someone sent you something doesn’t mean you need it.
  3. Your daily mail is unlikely to contain anything truly urgent.
  4. Once you’re organized, maintenance takes no time at all.
  5. Sometimes a conscious effort once a week to work on mail all the way to completion is better than halfhearted dealings every day.

With these truths in mind, we tackled this week’s mail (and you can, too!):

  1. We pulled out ads and old newspapers, and recycled them.
  2. We pulled out magazines, confirmed my client actually wanted to read them, and created a reading pile.
  3. Next we opened up every envelope.  Why?
    1. Just like the book and cover analogy, you can’t judge your mail by the envelope.  For example, health insurance reimbursement checks look just like Explanation of Benefit envelopes.  In addition, credit card solicitations don’t always look personalized on the outside envelope, but can contain personal information inside and therefore require shredding.
    2. We can recycle parts of every mail item. For example, my client’s ComEd envelope contained a bill page, a return envelope, a “customer privacy info” sheet and an advertisement.  We kept only the bill page, as she pays her bill on-line and didn’t need the return envelope,
  4. Next, we put the “bills to pay” and the follow-up items in a small pile, for my client to complete when our session was over.  Since we had purged 80% of the papers, there were only 3 or 4 action items, which will take maybe 15 minutes to complete.
  5. We took out the recycling, shred a few papers containing personal info and filed the rest (just a few).
  6. Total elapsed time – 15 minutes. Done and Done.

For many of us, tackling the mail once a week is enough.  And by “tackling”, I mean taking our daily mail all the way from the mailbox to complete and filed.  This approach requires up to an our once a week, uninterrupted, but surely an hour of hard work and focus is worth the freedom from paper management tasks for the other 167 hours!  Give it a try!

Spring Cleaning For Your Financial House!

It is Spring!  This time of year, we all want to make changes and put things in order for this new season.  In addition, the tax deadline is next week, so let me recommend putting your Financial House in Order, too.    Here are 6 steps to get you started:

 

Shred your discarded personal papers.  Why Shred?  For safety sake.  You want to make it as difficult as possible for someone to commit a crime like identity theft against you.

If you don’t have a shredder, get one.  If (and when) you have a shredder, create the daily or weekly habit of shredding any un-needed paper with personal information on it.  If you tackle this job in little pieces regularly, you won’t amass big piles of papers to shred.  (Note – this is a great job for a helpful child!)

If you already have big piles of papers needing shred, keep an eye out in your community for free Shred Events.  If you just want to catch up and get it all shred at once, you have a couple of options.  The three big office supply stores, Office Max, Office Depot and Staples, all offer shredding services on a per pound basis.  In addition, you could contact ProShred or Shark Shredding , and make an make an appointment to shred all your papers at once.

 

Go on-line and request your Credit Report.  Why get your credit report?  Your credit report is a snap-shot of your financial identity.  Reviewing your credit report may uncover unresolved issues that are harming your credit score, or long-neglected credit cards or accounts that are still active.  Take time to review your report, and follow-up with any issues you notice.  And make a note in your calendar to do it again next year, too.

There are three reporting agencies, Equifax (www.equifax.com), Experian (www.experian.com) and Transunion (www.transunion.com).  I don’t know about other states, but I know that as an Illinois resident, I am entitled to a free credit report from each agency every year.

 

Buy a fireproof Safe.  If you don’t have a safe, invest in one.  Make sure it is fireproof and portable, and that you, your spouse, and one other person that doesn’t live in your house knows where the key is kept.  Store your irreplaceable vital records in there, like birth / sacramental / marriage and death certificates, insurance policies, passwords, Wills, car titles, etc.

 

If temptation to spend is great, physically “Freeze” your credit cards.   I heard this tip years ago, about a woman struggling with credit card debt actually freezing her credit cards in a large block of ice.  The idea was to make it complicated to use credit, so she would have a chance to consider and re-consider any purchase made with credit.  I don’t know if you want to really freeze your credit cards, but you could remove all but one from your wallet and put the rest away somewhere safe, like in the safe mentioned above or, well, a well-disguised block of ice.

 

Make sure your Beneficiary allocations are up-to-date.  Check your retirement accounts, insurance policies, etc., and make sure that the stated beneficiaries are who you want them to be.  Too often we forget this step, and our loved ones could lose out.

 

Add a “2014 Income Tax information” file to the front of your top file drawer, and make a habit of tossing charitable donation receipts and other pertinent tax info in there.  It will make tax time go more smoothly next year.

 

Add these steps to your Spring Cleaning plan this week, and get your Financial House in order, too.

Paper Management Suggestions for the Lady at the Gas Station.

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A woman noticed the magnets on my van, and asked me about my business.

She said “I always say, I need someone to help me with my files.  I always think that it’s just me, and there is something wrong with me”.

No, there is nothing wrong with you, and you are not alone in struggling with your papers. Here’s why:

Image

  • Most of us keep too many papers, and / or keep papers for too long.
  • Most of us name our files the wrong thing, if we even have files.
  • Some of us have barriers to filing, either real or imagined.
  • Most of us don’t maintain our papers often enough.

We keep too many papers, and we keep them for too long:

We keep receipts / business cards / post-it notes / grocery lists far longer than they are useful.

We keep newspapers / children’s daily school work / magazines long after they’ve been read.

We keep papers out of habit, because they started out as “important”, but now they are just old news.

We want to hold on to our papers for “just-in-case”.  HOWEVER, You can purge your papers if:

  • The information exists somewhere else (medical records or on-line banking information);
  • The information is not pertinent to you (flyers for activities that don’t interest you or past events)
  • Purging the paper will have minimal consequences (who reads the privacy notices from credit card companies?)
  • You can’t imagine when or why anyone would ask for that information (utility bills or grocery bills from more than a few months ago, account information from long closed accounts, etc).

We name our files the wrong things, if we even name them at all:

Never name a file Miscellaneous.  Ever.  Either a paper is necessary enough to warrant a file named for it, or it isn’t important and it needs to go.  If you have a “Misc.” file, perhaps it could be more aptly named….:

  • marketing ideas
  • Action Papers
  • general credit / banking information
  • Work To Do
  • You choose…. But make it meaningful.  Name your files, name your papers and get to work.

We have barriers to filing, either real or imagined.  They may include:

  1. Non-existent filing systems (your important papers don’t have a final “Away” in your home or office).
  2. Antiquated filing system (what worked 20 years ago doesn’t anymore).
  3. Physically inconvenient filing: perhaps the file cabinets are under other things, or in a remote corner of your home or office, so papers never get put away, reviewed or purged.
  4. Too-Full file drawers – you have files from 2007, but no room to file the papers from last week.

The solutions are simple: purge the clutter, move the file cabinets, purge or shred the unneeded content.

Most of us don’t maintain our papers often enough.

I know that sounds scary.  As though I am telling you that you have to find more time to work on your papers – ahhhhh!!

But remember, I just told you how to keep a lot less.  Really, we just need to perform maintenance more often but for less time total.  Five to 10 minutes a day to:

  •          Open today’s mail;
  •          Shred today’s shredding (a few pages);
  •          Toss the recycling (a few pages);
  •          Pay this week’s bills (once a week);
  •          Enter a few items into your calendar; and
  •          File the few papers that you actually need to keep.

So, to the lady at the gas station and to you, try one of these ideas this week, and you are not alone in your struggles with paper management!

Command Center Part 2: Your Paper & Scheduling Challenges (& Solutions)!

A few weeks ago, I asked my FB friends to tell me their most and least favorite things about their Command Centers.  And because I know absolutely awesome people, I received great input and ideas!

The biggest challenges for my contributors were Paper Management and Scheduling.  There was a third area, Technology, but I will address that in a separate blog article!

So, Command Center Paper Management and Scheduling ideas – here we go!!!!

Paper:

  • Did you know?  There are three main types of paper: Active, Passive and Archival.  And each requires slightly different handling.
  • Active (requires an action):
    • If a paper needs returned to school, sign it immediately, note any necessary info on your calendar of choice, attach a check or cash if necessary, then send it back to school.  Right away!
    • Tuck Bills-to-Pay in their own folder, so everything’s together when the weekly bill-paying time comes.
    • If the action required is to jot down a date or details in your planner, make time to do this everyday.  Maintaining our active papers daily keeps them from building up.
  • Passive (keep for a predetermined amount of time, then purge):
    • If you keep schedules or notices for upcoming events on hand, keep them all on one single clip, with the soonest event on top.  Keeping too many notices or reminders causes visual clutter, and we stop really seeing what’s in front of us.
    • Kid papers – admire-then-purge daily papers, if possible.  If papers need to be kept for a few weeks, tuck them in hanging folders per person, and purge monthly.
    • Display kid art on the fridge, and purge old items as new ones come along.
    • Purge passive papers ruthlessly!  Once a week is preferred, once a month is a Must.
  • Archival (papers we expect to make a permanent record)
    • Keep a binder per person for long term papers, or papers you want to keep.  Each of my sons has a binder for their academic records, award certificates, team photos, etc., organized by academic year.
  • With each piece of paper in hand, ask yourself a few questions:
    • What is the next action to take on this paper?  (Act, File, toss)
    • If I choose to keep this paper, why am I choosing to keep this paper?  For example:
      • Academic records?  someone may ask for it some day.
      • Today’s completed and graded spelling test?  No one needs it anymore.  And no, your child will not want to look at it again in 20 years.

Scheduling:

Many of you have scheduling challenges, and I absolutely understand.  My sons, while awesome!!, are often a little light on calendar and event details.

Good scheduling requires regular effort, strategic planning, cooperation from all participants, and communication!  Communication is key.

We have planning sessions with both parents and two teenagers, typically on Sunday night after dinner. The 9 year old gets the highlights and then is dismissed.  I keep everyone’s calendar in MS Outlook, so our planning sessions consist of making sure everyone has the same information in front of them.  We had one a few weeks ago, we probably need to have another one this week since we just added another sports team and schedule.  My husband and the teenagers use Google Calendars, so they can synchronize their own pertinent info, and invite me via email to important events.  I have not yet made the switch.

A few of you asked about scheduling “consequences / rewards”, but I don’t give parenting advice!  However, we have a few guidelines:

  • If you want to add an event to the calendar, tell me in writing / text/ email so I won’t forget it
  • You are one person in a 5 person household.  Keep that in mind when making time and event requests.
  • If you didn’t inform me of an event with adequate warning, it’s possible you may not be able to attend.  You know I will always try, but the answer may be “no”.
  • At any time, the answer may be “No”. And school, family time and church can trump anything else.

If your challenges are also paper and scheduling, try one of these solutions today!

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!

“Cleanse Your Power Center”: I organized my office, not my chakras.

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work shelf photoI received an email last week entitled “Cleanse Your Power Center”.

I thought “Great idea!  My ‘power center’ sounds like my office, and it does need cleansing.”  Upon actually reading the article, I realized the writer had a more spiritual intention, and I was supposed to be cleansing my chakras.  I organized my office instead. My chakras will have to wait.  And for the record, I did the deep breathing recommended while reviewing papers!

A few years ago, I had a work space custom-built, including a flat work space, a shelf above my work space and closed cabinets above the shelf, and 3 drawers for supplies and things.  I also have a file cabinet, though after this weekend only ¾ of one drawer contains files.

So how to get started?  Set aside a few hours and focus on your space.  As with any project, focus your efforts on small spaces to start.  Attacking the office all at once can feel overwhelming!  And imagine if I tear apart my office and then have to stop organizing to go somewhere or do Work – I’m left with a torn-up mess and no place to work.

1.  Start with the Easy Stuff.  I removed a small table because it just collects stuff.  I took out the trash and recycling, emptied the shredder and took some old electronics to the car to be recycled this week.  Whew, better already!

2.  Organize Your Horizontal Work Space.  Your office will look better immediately!  I intentionally built a not-too-big work space.  I don’t store papers on it, and I am dedicated to putting stuff away at the end of every day.  The work space is  comfortable, well-lit, welcoming (to me), and typically clear.  This is actually the easiest place for me to start, requiring 5 minutes to clean out pens, clear off my bulletin board, and wipe everything down.  My Power Center is looking cleansed!

3.  Tackle Valuable and Visible Storage Space.  This is where you should store really important, active papers.  Perhaps this is on your desk top.  In my office, it’s the shelf above my desk.  The items on it are physical reminders of projects and responsibilities I need to tend to.  It is literally and figuratively Work hanging over my work space and head.  If it starts to look overcrowded, I start to feel stress!  So maintaining a clean and streamlined appearance on the shelf helps me feel positive and motivated about work!  In addition, this shelf is visible to everyone walking by, so it’s important that it looks nice.  This shelf, too, needed just a little work.  I cleared out my reading pile, re-labeled some items, and set aside a few binders that hold in-active materials.

4.  Tackle Valuable but Closed Storage Space next, like the cabinets above my desk. I cleared out old books (donate pile), obsolete organizing and tech products and manuals (recycle!), and Cub Scout resources that I can store in our scout storage room at our program location.  Clearing out just these three types of materials opened up space for the binders of in-active materials from the open shelf.

5. Drawers:  I took a quick glance through my drawers next, but they, too, are pretty tidy.  Mostly, I dumped some old marketing materials and more dead electronics, and cleared some space.   It’s easy to waste lots of energy organizing these little spaces, so don’t fall into that trap.  Spend just a little time on the desk drawers and supplies, then move on.

6. Files:  My last stop was my File Cabinet.  I am slowly moving towards a paperless      office, but I am not there yet!  And my challenge, just like everyone else, is finding the time for maintenance.  I file papers in my files, expecting to refer back to them some day.  But I rarely do go back to them, and there they sit.  I cleared out almost every paper that was more than 2 years old, and re-titled files to find important stuff more quickly.  I even went the extra step, grabbed my label maker and made all the tabs consistent and snazzy.

For a couple of hours of work, my “Power Center” is “cleansed”, my office runs more smoothly and feels better, and the ideas are flowing freely.  I feel better, and I’m pretty sure the “power center” article writer would approve.  What one or two ideas can you take from this article to work on your office this week? Let me know!

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!

Ready or Not, Here Comes Tax Time!

      Whether you prepare your taxes or take them to an accountant or professional preparer, there are steps you can take to make the process easy and painless, or at least easier, for all involved.  I am a truly lucky woman.  The really great man I married is a CPA, so I have not had to worry about the paperwork of filing taxes since we got married.  That same great guy also agreed to answer my questions this week about organizing tax papers for my blog (he is a giver like that!).

     If you’ve filed your 2011 taxes already, pat yourself on the back, then skip to #4 and #5 to see how completing your tax return next year can be even easier.

1.  Start with last year’s return.  Look at the order of last year’s return, then collect and organize your information in the same order. This is not a complete list, but it should get you started.

  • W-2s, 1099s  and K-1s
  • Cost basis information for investments sold
  • Student loan info
  • Real Estate Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Union Dues
  • Unreimbursed Work Expenses
  • Childcare Expenses
  • Last pay stub of the year
  • Receipts for items if you plan to itemize
  • Also, bring information for any new life situation, like birth certificates and social security numbers for children born in the tax year. 
  • If you have made any major purchases or sales this year, like buying or selling a home, major investment or business, collect the pertinent paper work for your use or to take to your accountant appointment. 
  • You are responsible for this process.  If your taxes are professionally prepared, your preparer is responsible for asking thorough questions, but you supply the answers and the information.
  1. Get ready, Get set, Go!  You can start your forms even if you are still missing one or two pieces of information.  Start with the information you have, even if you are waiting for a final number or detail, and then complete your return when you receive that last detail.  This avoids panic mode at April 15th looms closer, and it also gives you at least an estimate of what your taxes may be, and if you will owe money or receive a refund.  An incomplete picture is better than no picture at all.  
  2. Don’t delay, period.  Perfectionism and Procrastination are not your friends.  Do yourself and your preparer (and their family) a favor.  Delaying the process makes it more difficult, just Do It. 
  3. Give your papers a home, to make next year even easier:
    1. Have a hanging folder called “Relevant Tax Info, 2011” or 2012, etc).  Keep it close at hand.  I prefer hanging folders because they are easy to drop information into.  
    2. Within the larger hanging folder, have 3 or more manila file folders.  Title them something like:
      1. Items I Know Are for Taxes for charitable donation receipts, sale and purchase information, taxable transaction information, etc.
      2. Items I Need to Ask About for items you want to ask your accountant or preparer about that may impact your taxes
      3. Receipts for Purchases you can claim, like business expenses.
    3. Add relevant tax information to this holder throughout the year, as it occurs. 
  4. Buy A Shredder.  Once your taxes are filed for 2011, you can go back (with your preparer’s blessing) and shred tax returns that are more than 4-7 years old (again, ask your professional for suggestions).  Shredding is the only safe way to dispose of those old, unnecessary tax returns.

You can do this, friends, and you’ll feel great when your taxes are filed!  A big breath of relief, then move on to something else!

Workflow: “Initiation to Completion”

     Last week, I offered suggestions for cleaning off and setting up your workspace for National Clean Off Your Desk Day.  The next logical step is to look at your workflow, and make it work better for you.  Wikipedia defines “Workflow” as “The sequence of industrial, administrative, or other processes through which a piece of work passes from initiation to completion.”

      “Workflow” sounds rather business-y, but refers to anything any of us need to complete, professional, personal or other.  The term “workflow” suggests water to me.  Sometimes water pools and sometimes it moves along, just like work.  Water is necessary to survival, plentiful and refreshing, but can also overflow and escape.  Just like work.  Our work needs to flow into our life, through our processes, reaching completion and leaving our workspace.  The whole point of workflow is movement and action. Here are 4 tips to keep your work flowing!

  1. National Clean off Your Desk Day reminded us that a clean desk can enhance workflow. 
    • Your workspace is sacred, only today’s active work should be there.
    • To decrease interruptions, keep your work and necessary resources to do complete it close at hand.  If you repeatedly have to get up to retrieve a resource, move it closer. 
    • Get non-work stuff out of your workflow, with recycling / shredding / trash close at hand.
  2. Consider your work, and know the path your work should take, from start to finish. 
    • Large companies industries define workflows for different types of jobs, like “idea for article / writer / editor / production”.    
    • Molly’s Example:  I set up a work space for a new bookkeeper last week for a client.  The first thing we did was discuss Molly’s responsibilities and workflow.  Her workflow demands efficient use of her office time, since she’ll be there only a few hours a week.  It includes, in order, reviewing all mail and sorting it into three piles, per the three different business entities she will manage.  From there, the bookkeeping process is the same, regardless of which entity she is working on.  Open mail; sort into Payables, Receivables, Other work, Paper to go to someone else, shred, recycle, etc; do actual bookkeeping; write checks; send those to the manager for clearance and signatures; then mail payments and file the rest.  Done!
    • Kate’s example:  Another client needed to pay her January bills.  First she needed to balance her check book, though, and before she could do that, she needed a print-out from her bank.  For her, the workflow was: call the bank; pick up the printout; balance the check book; pay the bills; and mail the bills.  Until she really thought about the process, she couldn’t see the logical steps to take.
  3. Eliminate or delegate what you can. 
    • What is waiting for someone else’s input?  Send that work on its’ way right away, so that other person can get on with their work, too. 
    • What work can flow to someone else, or be deleted from the stream all together? 
    • Eliminate repetitive and redundant steps.  Years ago, I paid our personal bills and then my husband the CPA would take all the information and enter it into Quicken.  He now does it all, cutting the work in half (and he is really good at it!). 
    • Most definitions of workflow look at processes, not actual work items, but let’s face it – paper and work are usually synonymous.  In my paper management classes, my first suggestion is to get rid of as much new paper as possible.  Cancel catalogs, take your name off of mailing lists, receive bank statements, subscriptions and newsletters electronically or via email.
  4. The definition ends with “Completion.”.  Roll that word around your brain and really think about what it means.  Completion (satisfied sigh).  The work is done.  Now stand up, put away what needs put away, and for a moment, appreciate that feeling of satisfaction that comes from Completion.  Then get back to work!

Six Essential Steps to An Organized Desk

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Spend an hour on your desk for National Clean off your Desk Day!   

     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 (see last year’s blog for a list).
    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 last year (2011, ending in “- Odd Year”), and one for this year (“ –  Even Year”).  The Odd Year folders will hold last year’s papers from your desktop, and the Even Year folders are for adding to during 2012.  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.
    5. 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.
    6. 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!

Next Week I will offer some insight on work-flow and productivity, to get things done now that your desk is looking better!