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Author: Vali HeistClutter Digital Apps Electronic Organizing Filing General Goal Setting Home Organizing Project Management Time Management

Happy National Get Organized Month!

clip0001Happy New Year and Happy National Get Organized Month! I always set a few goals for myself and my business each New Year and organizing certainly plays a key role in accomplishing those goals. Over the years clients have asked for my assistance for many different reasons including New Year’s resolutions.

On the other hand, those resolutions are often derailed because “life happens.” Whether you are ready or not, you could lose your job, suffer through an illness, or deal with a divorce. You can’t always be prepared for the ups and downs of life, but being organized can help. Here are my ten organization basics to help you handle the uncertainties of life and achieve those pesky resolutions you are so adamant in keeping. Let’s break it down:

If it takes less than 60 seconds, do it! Whether it’s putting bills away, making a quick phone call, adding a number to your phone, sending a quick email, do it! Take seconds now or hours later.

A home for everything. Finding a home means you know where to put it when it gets misplaced and when you need it — it’s there!

Choose a time management tool. Use a day planner or smartphone to keep track of appointments, tasks lists, self-appointments, and vacation plans.

Keep lists. Use your time management tool for all lists: clothing, household items, food, gifts, etc. Keep sizes and dimensions on the list. Lists save time and money and no more buying things twice (you aren’t the only one).  

Consolidate contact information. Gather mailing addresses, emails, and phone numbers and place them in your time management tool. No more little pieces of paper and sticky notes all over the place.

Convenience is the key. No digging and no searching. Place things where you use them; keep most-used items front and center — no pushing other things aside to get to what you need.

Focus! Small and large task completion requires focus. Break down any large task into smaller, manageable pieces and stay focused: one bite at a time.

Know what to eliminate. Surround yourself with tasks, events, and people who support your goals. Eliminate the rest and learn to say “no” (I have a handout on my website).

Consult the experts. Don’t reinvent the wheel; ask friends for recommendations and referrals; consult the Internet (but don’t believe everything you read); and then trust your judgment.

Maintenance! Things will get out of order (even in my home), so do a little each evening or once a week in order to keep it that way. Have respect for yourself, your time, and your home. Every time you put something away, it’s a gift to yourself.

Whether you are making resolutions are just trying to smooth out life’s bumps in the road, get organized! You’ll be glad you did.

Clutter Quote: “God takes care of the breath of your life; it is your responsibility to take care of the depth of your life.” Unknown

 

 

Author: Darla DeMorrowElectronic Organizing Filing Home Office Productivity

Eliminating email

 ©amasterpics123/www.123RF.com

©amasterpics123/www.123RF.com

Eliminating all email isn’t really an option for most of us, but if it feels like you are drowning in your inbox,  there are a few very simple ways to overcome email overload.

The first step is to control what’s coming in and where it goes. No matter what email system you use, whether it is through your company, Yahoo, Gmail, Verizon, Comcast, or some other platform, you have these tools available.

1. Unsubscribe from almost everything. The best, easiest, and quickest way to do this is clicking the “unsubscribe” button on the bottom of any newsletters or form letters you receive. These are legitimate automated unsubscribe functions, and you should use them liberally. (Do not click on any attachment with a .zip ending, since these are usually viruses.) Unsubscribe on a month’s worth of old emails all at one time, or do it on new emails you receive each day for the next month. (But stay subscribed to this one!)

2. Filter email into folders. Filters may work a little differently on each email service, but they are all roughly the same. You set up a “rule” that causes incoming email to automagically get sent to one of your email folders instead of your inbox. This is great for newsletters that you want to receive, but you can’t typically read during your regular day. They get batched together into a folder, and you can visit that folder when you have the time. Almost every email system has folders, rules, and filters. If you aren’t familiar with how to use them, click on your email’s help button and search for “how to use filters.”

3. Ruthlessly delete. Do you recognize this scenario? When you receive an incoming email that you aren’t sure if you need to keep, you just leave it in your inbox, just in case. But it’s just as easy to start defaulting to hit the delete button, and fish things out of the Trash folder if needed. Just be sure that your Trash folder doesn’t empty immediately. Set it to empty for somewhere between a day and a month, whatever you are comfortable with. You can usually change this setting.

If you do these three things, what’s left in your actual inbox will be much more manageable. Start today to reduce email overload. This is the first set of steps to take to eliminating unwanted email so you can focus on the email you do want.

 

Author: Suzanne KuhnDocument Management Filing General Home Office Paper Productivity Project Management Receipts Tax Prep

Getting Your Affairs in Order—Making Lists Can Get You Started

filing-system“Get your affairs in order.”

What reaction comes up in you when you hear that phrase?  “I’ll think about that someday–in the distant future.” “I’m too young to bother with that stuff.”  “That’s for people with problems I don’t have yet—thank God.” “I wouldn’t know where to begin.”  “I don’t have any affairs to get in order!”

Do you have children under your care?  Are you responsible for an aging relative, in whole or in part? Is there someone with disabilities in your life? Do you feel uneasy when you hear of a catastrophic event happening to someone younger than you? Do you treasure your independence? Do you own a home and/or things that are special to you?  Do you do everything legally within your power to minimize your annual income taxes?

If you answered “yes” to even one of these questions, then starting now to get your affairs in order might make sense for you.

We usually associate getting our affairs in order with legal documents and professional experts such as wills, powers of attorney and advance directives, lawyers, accountants and financial planners.  While these documents and experts certainly play important roles in your well-ordered affairs, just making a few basic lists yourself can be a useful start:

  1. A list of all your bank and investment accounts, with their user IDs and passwords, account numbers, current balances, and phone numbers for the institutions themselves.
  2. A list of all your insurance policies, their policy numbers, what they cover, claims contact numbers, and where the full policy is filed.
  3. A medical list of all your diagnoses, prescriptions you take and their doses, and all your doctors with their specialties and contact numbers.  This list could also be for a child, a senior, or a person with disabilities under your care.
  4. A two-column list of the special people in your life and the special things you own, with individual lines connecting the people to the things.
  5. A list of the things you’ve hidden for safe keeping and where they are, for example, love letters from your spouse/partner; historic family photos; stock certificates; your mother’s wedding ring; the gold coins you bought as an investment.

Still feeling daunted? You might consider enlisting the help of a professional organizer to get your affairs in order.  Professional organizers are experts at helping people sort through quantities of papers and objects, separate the important from the inessential, and arrange useful objects and information in systems that are easily accessed and used.  Getting your affairs in order is just a process for capturing the essential information about you as a person and what you own, in a form that can be used readily by others if you become unable to communicate, along with legal documents that clearly express how you want yourself and your possessions to be handled.  You can do this, and an organizer just might provide you the support you need to get started!

Author: Barb BermanClutter Document Management Filing General Home Office Paper Productivity Project Management Tax Prep Time Management

Tax Season is Over – Now, What Should I Do With All My Papers?

filing-systemFor most of us, tax season is over, and we can now breathe a sigh of relief for another year. If you plan to shred or recycle large quantities of paper, now is the perfect time to do so.

With a little bit of planning, you can get your paperwork in order without too much angst.

Here are 4 tips to help you:

1.  Make room for new materials by going through your filing cabinets (or wherever you keep your files).  Shred taxes and the back-up documentation older than 7 years, old bills, old insurance policies, old bank statements, or anything old that has personal identifiable information on it.  Recycle old newspaper and magazine articles, defunct travel brochures, etc.

2.  Review your filing system to determine if the way you have your files set up works well for you.  If not, for example, change the names of the files, or change the placement of the files.

3.  Set up new files for the New Year if you have not done so yet, labeling them with meaningful names, so they are easily retrievable.

4.  Check to see if your township is holding a free shred event.  Many towns do so right after tax season to help their residents dispose of their paperwork that has personal identifiable information on it.

Since organizing is an ongoing process, files will have to be tweaked and paperwork will have to be shredded or recycled periodically.  Remember, you can also get a lot of information on-line.  However, if you follow these few steps, your system will be in order for the rest of 2013, and paperwork that has to be filed will have a home.

 Now is the time to Go from Bedlam to Brilliance!

Author: Sue FrostDocument Management Filing General Goal Setting Procrastination Productivity Time Management

Do you plan your your time or let life happen? : 7 Questions to help you get back on track

Have you ever made it through the week with the same To Do list you started with?
If the answer is yes, and you’d like to change that, the time has come to ask yourself some honest questions.
Emergencies happen.  People get sick.  The unexpected occurs, but not every week.  If your week ends this way more often than not, you may need a new approach.
Try asking yourself the following questions:
1) Do you keep a running list of “To Do” items?
The number one reason things don’t get done, is that people forget to do them.  Well, maybe that’s just my house.  However, I promise this will help you too.  Notice I say one list, not many lists.
If you’re tech savvy, great.  There are more application than I can shake a stick at.  I love my iPhone Reminder List.
If that’s not for you, a good old binder will do the trick.  From that list, move weekly and daily tasks to your calendar.
2) Are your goals broken down into easily understood tasks that can carried out a few at a time?
This will ensure things get done.  Often we just stall out when we don’t know what to do next.
3) Is saying yes to everything your Kryptonite?
Remember the emergency airplane evacuation analogy.  In order to be of use to others, you must first save yourself.  Depending on propriety, learn to say, “No,” “Not right now,” or “I’m trying to meet a deadline.  Can this wait?”
4) Are you a procrastinator?
Most of us are, some are just better than others. There’s a fun book on the subject called Eat That Frog! by Brian Tracy.  The book includes lots of suggestions to get moving.  As the title suggests, sometimes it’s best to get those icky tasks done first.  It makes the rest of the day so much brighter.
5) How much time do you spend reading and responding to phone calls and e-mail?
Try limiting e-mail to two times per day.  Turn the audible alert off too.  Limit calls to what you feel is realistic without impacting your business.  If you’re in the middle of reading or analyzing a project that requires critical thinking and you stop to respond to something else, it takes eight to twelve minutes to achieve critical thought again.  It’s more efficient for you to finish what you started.  Then, return the call when you are able to focus on the caller’s needs.  This also minimizes mistakes.
6) Do you spend a lot of time looking for things?
An inefficient filing system (whether electronic or paper) can be a productivity killer.  Investing just a few hours of time in a simple system will pay you back may times over.  You should be able to put your hands on information in minutes.
7) Have you ever been called a perfectionist?  (I have and I was quite pleased until realizing it wasn’t a compliment.)
It has pros and cons.  Here are some examples of it backfiring:  Wanting things perfect can cause a backlog of filing. A perfectionist may only file when he or she has time for the whole project.  A perfectionist can cause projects to stall out while they gather all the information to make the best decision.  Perfectionism can also cause missed deadlines due to overworking details.  At a certain point efficiency is lost.  My motto for the true perfectionist is, done is better than perfect.
I’ve heard it said that no one gets to the end of their life and wishes they worked more.  So, use your time wisely and mindfully.  Save it for friends and family.  If anything gets in your way, consider hiring a Professional Organizer.