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Author: Darla DeMorrowDocument Management Filing Home Office Organizing Paper Tips Uncategorized

17 Ways to Go Paperless without Scanning

Photo by ron dyar on Unsplash

I’ve been reading articles about the promise of a paperless office my entire life, and for the most part, those articles have just created more paper.

For the first time in modern history, we now have the tools to go completely paperless. But before you go invest in a new gadget and hunker down to scan all of your paper, you can probably do a lot to reduce the amount of paper in your life.

Turn Off Paper Statements

  • The first thing is to turn off any statements for accounts, especially if you aren’t opening them. Bank statements are usually the prime offender. Call your bank or go online to shut off those statements. Check to be sure the bank’s retention practices will meet your needs, and that you can access statements online if you need to.
  • Then turn off any billing statements, especially if you have them on auto-payment arrangements and can check your account online.
  • Check with your medical offices to see if they can eliminate or reduce your paperwork there, too. Most medical offices have PHRs (personal health records) and can email you copies of office visits, tests and prescriptions.

Turn On Auto-Pay

  • If you have some but not all of your bills on auto-payments, turn those on, too. Many institutions will allow you to set a minimum payment amount each month. You can always pay more, if you choose, by making additional online payments.
  • If you are concerned that you’ll either miss a payment or somehow be out of the loop on your accounts, write up a simple list of accounts being paid automatically (either by hand or using a spreadsheet), and check these online the same day you get your paycheck. This adds one piece of paper to your life, but might be exactly what you need to keep it all straight. 
  • Set up folders in your email program to file e-statements. Folders allow you to organize emails into groups for long-term storage, out of your inbox. Rules allow you to automate routine statements to be filed without you having to be the one to do it. If you need help with learning to use folders (or tags in gmail) and rules, search the internet for “how to set up folders on {my email} service.”

Get Off Mailing Lists

  • Contact https://dmachoice.thedma.org/ and https://www.catalogchoice.org/ to opt in or out of paper mailings. They won’t stop all of the mail, but it will stop much of it.
  • Be generous, but be selective, too. Stay off the “sucker lists,” which are lists of people who are likely to respond and donate to charitable appeals. Charity fund raising is big business. The more organizations you donate to, the higher the chance that data mining companies will identify you as an easy target, selling your information to even more charities. Honor your nature to be generous by donating to fewer causes that are important to you, and that have good ratings from  https://www.guidestar.org/. Be selective to stay off the lists that generate even more charity mail in your mailbox.
  • Opt out of unsolicited credit card offers. Many of these are generated by companies data-mining your credit reports. Reduce these unsolicited offers by contacting each of the three main credit bureaus (Equifax, TransUnion and Experian), and requesting that they not allow your data to be accessed for the preapproved offers. The toll-free number for all the national credit reporting agencies is 1 888 5OPTOUT (1 888 567 8688).
  • Under the Fair Credit Reporting Act (FCRA), the Consumer Credit Reporting Companies are permitted to include your name on lists used by creditors or insurers to make firm offers of credit or insurance that are not initiated by you (“Firm Offers”). The FCRA also provides consumers with the right to opt-out of these offers. If you choose to opt-in or opt-out, you can visit www.optoutprescreen.com to make your request online.” (excerpted from Experian.com)
  • Reduce the amount of credit accounts you have. Stick with one main all-purpose credit card and another one for backup. Reduce the urge to sign up for store credit accounts just to get short term offers. Cancel promotional cards as soon as you fulfill the promotion. The more cards and credit accounts you have, the more mail they will generate. 

Utilize Online Information Sources

  • Recycle most manuals for household items. Chances are you don’t need the manual for small items like toasters and coffee makers. You can access manuals you do need online at https://www.manualslib.com/ and http://www.manualsonline.com/. If you can’t find it there, which is rare, you can usually find a manual for an older product at the manufacturer’s website.
  • Support your school’s, church’s and community’s efforts to go paperless. Learn how to use online forms and payment options like e-checks and Paypal. 

Say No to Paper Offered to You

  • Don’t bring home fliers, brochures and free magazines. These rarely get read, and they rarely have information that you can’t find online.
  • Instead of collecting business cards, scan a card on your phone and enable your settings to send information right into your phone’s Contacts app. ScaBizCards and Evernote both can upload details directly to your contacts app.

Reset your Reading Habits

  • Cancel your newspaper and magazines if you never read them. Continue to get your local news by purchasing a digital subscription, and request a daily email of headlines and topics that interest you.
  • Are you really serious about having less paper in your life? Get an e-reader and learn to use it instead of buying and storing books you’ll need briefly. Sure, you love the feel and smell of actual books, but you can have HUNDREDS of great books and magazines in less space than your unread piles are taking on your cluttered nightstand right now.

If you really want to go paperless, start with these steps to have less paper in your life. You’ll find more space in your home. 

Author: Bobbie BurkhartClutter Hoarding Home Organizing

Fear of Clutter

Halloween is my favorite holiday. I especially love to get dressed up for an all-out costume party. My best costume, of all time, was Ms. Bald America. I wore my Senior Prom gown, elbow length blue suede gloves, a tiara, a Ms. Bald America sash and of course a bald wig. I blacked out a couple of teeth for an even more glamorous effect.

My other favorite part of Halloween is going to a truly scary haunted house. The very best one is Terror Behind the Walls at the Eastern State Penitentiary in Philadelphia. https://easternstate.org/

How does this topic tie into home organizing? Some of the scenes we walk into are scary; especially in situations involving hoarders! My worst fear is seeing something move. So far, so good. Our clients are scared too. Before we start to work with them, they are fearful and anxious about tackling cluttered spaces in their present home or office. They often become immobilized by their feeling of being overwhelmed. If they are moving, they are often scared of discarding something they “might” need or scared of the many unknowns associated with moving and selling their home.

As a professional Home Organizer I tell every client the same thing during our initial conversation; “My goal as your Home Organizer is to take as much stress out of your situation as possible.” When we are finished, I ask them “How did you feel before we worked together?” They invariably respond “I felt stressed and overwhelmed.” Then I ask them “How do you feel now?” You know the answer, “I feel like a weight has been lifted off my shoulders. I feel less stressed and more in control.”

What a wonderful role we play in our clients’ lives. What a rewarding career and sense of purpose. We restore order from chaos while eliminate fear and anxiety. We keep seniors safe and give their families peace of mind.

It’s fun to be scared in a haunted house at Halloween, but no one should be scared of their clutter.

Author: Annie Amoon RichardChallenging Disorganization Clutter Document Management Emergencies Filing Paper Receipts Tips

EZ File Your Paper Piles

Everyone hates to file papers and we all have piles of them on our desks, tables, and any other flat surface around. No one likes to deal with all the papers that we still have even in our modern “paperless” society. Today I offer an easy, simple system that is not overwhelming and will have you binging Netflix in no time. The best part of this solution is that it’s only two steps!!

Even as a professional organizer, my ADHD gets in the way of keeping my attention on sorting papers for any significant length of time.  As everyone knows, dealing with papers is boring. It becomes overwhelming so we give up and give in to the piles. So, out of necessity, I created this quick and easy system for dealing with the paper piles.

Are you ready to change your paper filing system forever?  Here goes. Two steps. Two easy steps.

Step 1: Get 2 containers – boxes, plastic bins, baskets etc. to hold your papers.  They can be pretty or they can be from the liquor store. The look of the container is up to you.

Step 2: Answer one yes or no question for each paper: “Does this paper have anything to do with my money, property, legal identification, or taxes?” If the answer is yes, it goes in box #1. If the answer if no, then it goes into box #2.

That’s it, you’re done filing! Even if you never do anything else with either box, you will be able to find any important paper that you need, when you need it. Most papers that we think we need to keep are rarely, if ever, referenced again. 

If you need to find an important legal document, receipt or tax info you only have to look in Box #1. You don’t need to be distracted by all the non-legal or non-financial papers to find what you need. Your stress level is greatly reduced or even eliminated. If there is ever an emergency, storm, fire, or other need to evacuate quickly, you just have to grab Box #1.

Now, a lot of people would just not feel completely comfortable with this simple system. If you fall into this category, then take the next step. Get a 3-ring binder and some sheet protectors. Place all of the most critical documents – your birth certificates, passports, Social Security cards, marriage and divorce documents, property deeds, college transcripts, etc. and put them into the page protectors in the binder. Keep this binder in or near Box #1 and let all household members know about it and where it is. Believe me, this will save you so much time and stress when you need to locate these documents.

I know that this system works well as I just completed the process of getting both my Real ID and my passport. It was so much easier knowing where all of the documents were and that they were all together.

Now that you paper piles are tackled, grab some ice cream and enjoy your favorite show or activity. Guilt free.  Now you are organized…at least with your papers!

Author: Adriane WeinbergDocument Management Organizing Paper Time Management Tips

The Truth About OHIO

While helping clients organize their papers, they express concern that they’re doing something wrong when handling them more than once. What they’re unknowingly asking about is the OHIO (Only Handle it Once) rule. 

Keep in mind, though, that OHIO is a guideline, not meant to always be applied. The intent is to Only Handle It Once, or as few times as necessary to completion.

Scenario 1 

  • While scanning the mail, you open an invitation with an RSVP to a neighborhood block party. You put the mail pile on the counter to deal with later. One touch.
  • A couple of days later, you notice the invitation in the growing pile of mail and move it to the to-do pile. Second touch.
  • Later, you think your spouse may want to go. You pick it up and put it on his desk. Third touch.
  • After work, he hands it back to RSVP. You put it back on the to-do pile. Fourth touch.
  • Your son is busy at college but maybe he’d like to see his friends. You pick it up to have the details ready, call him but get voicemail. It goes back on the to-do pile. Fifth touch.
  • He calls back. You pick it up again and give him the details. He’ll think about it. The paper goes back on the to-do pile. Sixth touch.
  • He texts back that he’d like to go. You pick up the invitation, RSVP for your family, then recycle it. Seventh touch.

Scenario 2: 

  • You get the invitation, text your husband and son with the details to see if they’d want to go. You put the invitation on the counter. One touch.
  • They both reply, you pick up the invitation, RSVP, note the date and time in the calendar, then recycle the paper. Second touch—and done.

We don’t stop to think about how many times we handle the same papers — and how much time we waste. A lot!

Here’s a favorite productivity tip from David Allen’s book, Getting Things Done. His Two-Minute Rule states that if it takes less than two minutes, do it now. That doesn’t mean two minutes exactly, but just a few minutes to complete quick tasks. Brilliant!

Contact a pro organizer if you want to learn how to get more done in less time.

© 2019 Adriane Weinberg. All rights reserved.

Author: Barb BermanClutter Downsizing Organizing Productivity Project Management Time Management

Do You Have an Extra 15 Minutes? It is Amazing What You Can Do!

There are times, I am sure, when you have an extra 15 minutes where you just want to sit, relax, and take a few deep breaths. There is certainly nothing wrong with self-care. However, self-care can also take on another form where you want to use those extra 15 minutes to get something done in your home or office. 

In my world, of course, it has to do with de-cluttering and organizing. There have been a couple of times recently where I took that 15 minutes with a client and myself to do just that.

A client of mine moved into assisted living several months ago. During one of our sessions, as I was helping her unpack and organize, I had some extra time. I went through one of her end table drawers in the living room and was able to recycle and trash 95% of what was in the drawer – old catalogs, old address labels, etc. Now, I could make room for other items that were important for her to have nearby in her new life.

In my own life, I love to travel. I always have travel articles and catalogues that I keep in an antique rice holder box (pictured above). When I started going through my collection, I was amazed at what I could recycle – articles and catalogs that went back to 2016. Since the box never looked like it was totally overflowing, I just kept putting more articles and catalogs in it. As with my client, I was able to recycle 95% of what I had stored.

This led me to think what we can all do in 15 minutes to maintain our organizational systems. Maintenance and persistence always seem to be a huge challenge in the organizing world. Developing a system or process is 1 part of the project. Another part is maintaining or tweaking what you’ve already developed.

Consider what you can do in 15 minutes. You never know what you’ll find unless you go through these areas:

  • Go through a junk drawer in your kitchen, bathroom, and/or bedroom and recycle, trash, shred, or donate.
  • Go through a section of your closet or a dresser drawer when you buy something new and recycle, trash, shred, or donate something old.
  • Go through a section of your closet or a dresser drawer when you haven’t bought something new and recycle, trash, shred, or donate.
  • Go through a file drawer, if you have paper files, and recycle or shred things you no longer need to keep.
  • Go through some bookshelves and box up books you’ve already read or have no intention of reading and donate to a local library.
  • Go through your medicine cabinet and dispose of medicines properly – do not flush down the toilet.
  • Go through your makeup and discard what is old.
  • Go through your spices and discard what is old.

On any given day, we all make choices in our lives as to what to do with our time. With those extra 15 minutes that you have, you could sit back and relax or go through an area of your home or office to see what you no longer need. What is your choice today?

Author: Adriane WeinbergLists Productivity Time Management

Too Much to do? How to Get More Done in Less Time.

Why are some people able to get more done in less time? What’s their secret?

No secret. They’ve mastered how to manage their time.

What is Time Management?

Simply put, it means to effectively manage your time to do what needs to be done on time. Most people feel overscheduled, do not plan their time well, spend too much time on unimportant tasks and so on. It’s not a time issue; it’s an organizing issue. In most cases, proper time management is lacking.

“I definitely am going to take a course on time management…just as soon as I can work it into my schedule.”  ~ Louis Boone

To maximize productivity, you must know and apply effective time-management systems and tools that work for you. Here are some proven ways:

Organization

If you’re disorganized, you cannot maximize your productivity. Your first step is to get organized.

Eat That Frog

“The first thing you do each morning is to eat a live frog.”  ~ Mark Twain

The “frog” is your toughest, most important task. Twain’s point was to get it done first each morning and the rest of the day should be easier.

Task Batching

This means scheduling time to do similar tasks. For example, reply to emails from 2:00-3:00. 

Active v. Productive

There’s a huge difference between busy and productive.

“Do not confuse motion and progress. A rocking horse keeps moving but does not make any progress.”  ~ Alfred Montapert

I recommend watching this three-minute video, which nails it. It’s meant for older folks with ADHD but everybody can relate.

Multitasking

Forget it. According to Forbes.com, 98% of us don’t multitask well. We’re actually just shifting between tasks which takes our brain time to constantly refocus. Studies show multitasking can reduce productivity by as much as 40%. However, I say it works when one task is mindless and your focus is on the other one.

Procrastination

Delaying inhibits productivity. Be intentional, positive and focused on your objective.

To-Do List

Use one! It’s critical to note tasks in one place, on paper or your device, so you don’t forget.

To begin, implement one or two tips. Practice until they’re routine. Repeat. There’s no shortcut but, over time, you’ll accomplish more in less time. That means more time to spend at work, with family, to read a book, do yoga or on whatever you want! 

 © 2019 Adriane Weinberg. All rights reserved.