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Author: Geri Chark FrankelDigital Apps Document Management Electronic Organizing Home Office Lists Organizing Productivity Project Management Receipts Tips

Quick and Easy Ways to Let Tech Help You

Photo by Oleg Magni on Unsplash

First, let me confess:  I am NOT what you might call an “Early Adopter” when it comes to technology. 

I need to know that an app/program has been around a long time, is secure and is fast and easy to learn and use.

Here are 5 tech tools that meet those requirements. Use them daily to free up mental clutter, to run on time with appointments and projects, and to help you access information quickly.

  1. Alarms on your smartphone: In the morning, as you review your plan/to do list for the day, set an alarm to ring at the point you need to gather yourself in order to leave on time NOT for an appointment time itself. You can add an additional alarm for when you need to be heading out your door.
  2. Calendar app on your smartphone: As you enter an appointment, meeting, occasion, etc., in your calendar, remember to use both alert options as reminders and set them at appropriate intervals.  For example, if the event is a party or birthday, you may want to set the first alert a week before, to allow yourself time to purchase a card and/or gift. The second alert can be for the morning of the event. 
  3. Evernote: Use it to do a brain dump of your things to do; record receipt; store your vital documents, medications list and other medical records, prepare for tax time, file client/business information, tame recipes, organize your clippings from magazines, and journal.  The possibilities are endless. You can keep photos, video, and audio files in it. This program synchs beautifully across your devices so you have this information at your fingertips.
  4. CamScanner (or Scannable): Snap photos of documents, receipts, clippings and other paperwork/labels et. al.  that you can then save as PDF files. You can send these directly into Google Docs, Dropbox, Evernote, a text message and/or an email etc. 
  5. Contacts:  The minute you get a new person’s details, take a moment and set up a contact!  Add key descriptions to help you locate that newbie at a later date. For example, if a friend tells you about the BEST landscaper in the area, after you enter the person’s name and company,  and mobile number and email address, add “Landscaper Recommended by (friend’s name) in the area where you recorded the company’s name. That way you will still be able to get that information should you forget the company’s actual name.  Use Contacts to enter usernames and passwords for accounts. (NOTE: make sure you have a 6-digit lock on your phone, as 4-digit locks are not secure enough.)

You will enjoy the benefits of a calmer daily routine and the ability to access information speedily if you take a little effort to use one or more of these tech tools!

Author: Annette ReymanHome Staging Lists Move Management Organizing Productivity Project Management Time Management Time Management Uncategorized

Creating A Timeline to Manage Your Move

Part of being organized is organizing your time and schedule.

That can look like many things: maintaining a written planner, using and sharing an online calendar, time blocking, scheduling appointments as well as daily tasks, or creating a timeline for big events. And, while creating a timeline is a great way to keep track of any project or event that you are planning, it is a most valuable asset in managing a move. 

Why is a timeline so vital to the relocation process?

Moving is uncomfortable and inconvenient at best, and downright exasperating and stressful at its worst. This is due to the infrequency and unpredictability of the process.

This isn’t an undertaking the average person practices over and over again throughout the year. We don’t move to a new home every week! Therefore, we don’t get the opportunity to hone and streamline each step of the process. And, even if we do sharpen our skills, there are some factors that just cannot be foreseen. Housing deals fall through, moving trucks get delayed, people in our lives have emergencies that need to be handled. Making a timeline cannot change these unexpected delays but it can put us in control of how to manage them and that’s what being organized is all about – being prepared.

Whether you are moving next year or this summer, it is never too late to create a timeline for your move.

Here are three simple steps to get you started:

  1. Make a List. Write down everything you can think of that you will need to get done before moving day. For example: 
    • Interview and hire professionals for assistance: a realtor, organizer, stager, movers, pack/unpack team (do this early – moving seasons get hectic and you won’t have many choices if you wait for the last minute)
    • Declutter and stage the house 
    • Pack  (if you plan on doing this yourself)
    • Give notice to landscapers, schools, clubs, jobs
    • Change address with the Post Office
    • Notify utility companies
    • Plan for travel (don’t forget your pets!)
    • Plan for child and pet care
    • Take a day or two to keep adding tasks to your list as you think of them.
  2. Pull out a Calendar. You may want to have a calendar or planner devoted just to this. If you use a digital calendar, make your moving agenda a separate color so that it stands out. Check it weekly, and daily as your move date gets closer.
    • Begin by filling in all fixed dates. Fill in your timeline with things that are certain. Do you have to close on your new or current house by a specific deadline? Are you starting a new job on a specific date?
    • Add in the rest. Once your fixed dates are filled in, go to your list (see step 1) and add in ALL the items. If you have more time, you can simply assign them to a certain week on your timeline. If you’re on a time-crunch, be more date-specific so that you can insure that nothing slips through the cracks.
    • Details. Add details such as contact names, phone numbers and email addresses to your timeline. Include contacts for schools, movers, realtors, stagers and organizers. Adding these details to your timeline will help by keeping all your essential move details in one convenient location.
  3. Overestimate. If you haven’t moved in a while, estimate the amount of time you will need to pack and double it. This is a time-consuming process.
    • If you are packing yourself make sure you order your supplies at least one week in advance of starting.
    • Allow several weeks for packing.
    • Packing paper is something that you can overestimate with as well. It is frustrating to keep running out for more supplies once you’ve hit your packing groove.

A moving timeline may seem like extra work for your move right now, but the small bit of time taken to set up this management tool will support you throughout the process and keep you in the driver’s seat.



Author: Cindy EddyFamily General healthy living Holistic Home Organizing Project Management Time Management Tips

Helping our Kids

 

I am a parent of two older teens, one in the first year of college and one in the later years of high school. As an organizer, my kids grew up with structure and routine, in hopes of them learning to be organized as adults. Our home was organized, our mornings ran fairly smoothly, and homework was completed without any issues. There were a few sticky points, such as screen time and bed time, but for the most part, our daily lives ran smoothly overall.

Now that they are older, the organizer mom in me still wants to help them be the most efficient they can be. But the cognitive side of my brain knows that now is the time to let go, and let them make their own decisions. I should only help them when they ask me for it. However, it is very difficult for me to sit back and watch them make mistakes such as scheduling two events for the same time, or running late for something. But I know the only way they will learn is by my stepping back and giving them the control to manage their own time, schedules, and things. They will make mistakes, and learn from them.

As hard as this is for me to let things go, I am getting better at it. I still sometimes find myself jumping in when I shouldn’t, and they both let me know when I am intervening where I shouldn’t be. I just take note of this, and try to not make that mistake again in the future.

I am sure I am not alone, being a parent during this transitional time. I wish all of you the inner strength and patience to step back, and let your teens develop into the wonderful young adults we all want them to be!

Author: Anna SicalidesClutter Donating Holidays Home Office Organizing Productivity Project Management Storage Time Management Time Management Tips

Post Holiday Thoughts

In between holidays, most of us aren’t working…a great use of some of that free time is to get a little organizational housekeeping out of the way. Here are some great, easy steps you can do to start 2019 off on the right foot!

December 31 is the deadline for getting all of your donations together, whether it be financial or stuff. With the new tax laws in place, try tracking donations using It’s Deductible to easily track what has been donated. If it is stuff you want to donate don’t wait until the 31st. I have seen donation centers unable to accept items toward the very end of the year.

Do you look at your holiday cards every season and have no idea who you need to send them to?

This is the time to update your 2019 Holiday Card List! Document who you sent cards to and who you received them from. Keep a record so that you can just pull out your list next year and start addressing. You can do that on a spreadsheet or if you really want to be ahead of the game, you can make a document for your labels so that all you have to do next year is “edit” and ‘print”, easy peasy.

Do you find old gift cards all over your house? Gather your gift cards together in one place so that you can easily find them. If you have a lot, put them in an envelope and label it with the cards you have.  This will help save you from letting them expire. Use them before the restaurants that you have them for go out of business (this happened to me this year). I made a reservation and the next day they closed, annoying.

Put your Christmas decorations away properly.

Give away any decorations that you haven’t used in a while. Decorating time will be more pleasant next year if you are only dealing with pieces you really love.
Store the things you love in nice containers that reflect their value to you, There are great containers for wrapping paper, ribbons, wreaths, ornaments, dishware, glassware. Check out The Container Store, Amazon and Frontgate for a wide selection, but don’t wait too long they sell out.

Paper Clear Out
One thing my clients do (actually I do it for them) is to pull all of this year’s bills, receipts and other documents out of their files, we separate the tax documents for the accountant and the most of others get tossed/shredded/filed. The result: clean files ready for the New year to begin and all your papers are gathered for your accountant…yes!

Thoughts for the New Year
Take some time for yourself to review this year’s events (use the photos on your phone to quickly do this).
What was great about this year?
What would have made it a better year?
How can you make the New Year better?

And finally….For ribbons, bow, cards and other miscellaneous items try the Organize It All Christmas.
For your special ornaments try Snapware Snap ‘N Stack Square Layer Seasonal Ornament Storage Container
For your LED lights these are great and they stack very well Christmas Light Storage Wheels with Bag
For your Christmas china and wine glasses we suggest Household Essentials Dinner Plate Holiday Storage Chest
Wine Glasses
Saucers
Dessert Plates and Small Bowls

Author: Geri Chark FrankelClutter Goal Setting Home Organizing Productivity Project Management Time Management Time Management Tips

TOP TIPS for Productivity and Organizing

As the year closes, I am inspired to note some of the TOP Productivity and Organizing Tips that I personally used throughout the year that made the most positive difference in my daily life:
1. Do the hardest task first thing in the morning, before opening emails.
2. Completely clear off your desk area at the end of the day, so that the work space is clean and clear for the start of a new day.
3. Be clear on priorities so that when you feel “pulled in many directions” you can quickly and methodically generate a numbered “to do” list that sets the mind at ease.
4. Compartmentalize: accept that time and energy is limited; define how many hours each category of your life gets and make peace with that.
5. Use a small zip pouch in your purse into which you put receipts and other scraps of paper.
6. Listen, don’t interrupt: so much can happen when you hold a silent space while speaking with a friend, relative, client, co-worker. Getting to understand more deeply can lead to better success/solutions.
7. Set aside tasks that don’t require huge amounts of brain activity (e.g. laundry, opening mail, putting stuff away) to those times of day when good quality mental prowess is at a minimum,
8. Plan the week the Thursday before.
9. Pad your schedule: things take longer than anticipated and the Unexpected always happens. Wiggle room is imperative.
10. And most important: schedule in, as an event in my calendar, time out for self-care! Yup, even purely FUN STUFF!
I’ve made this list, I’ll be checking it twice… and every week to make sure I stay on a productive and healthy path in 2019. Wishing the same and A Happy New Year to All!

Author: Janet BernsteinClutter Document Management Filing General Home Office Medical Move Management Organizing Paper Productivity Project Management Receipts Shopping Tax Prep

How Evernote Changed My Life (And How It Can Change Yours)

My Evernote conversion occurred about five years ago. Stuffed in the back of my junk drawer (yes, I also have one) for several years, lay a handwritten recipe for the best maple balsamic salad dressing obtained from a restaurant in Vermont. Frustrated with my lack of organization for something so valuable, I downloaded Evernote and my life was forever changed.

I created a notebook in the Evernote app and titled it “Recipes,” took a photo of the recipe within the Evernote app et voila! Wherever I am, on my phone, tablet or laptop I have a screenshot of the recipe. I quickly saw how transformational this would be in both my personal and professional life. When a friend recommends a great restaurant, it goes into the notebook I created titled “Recommended Restaurants”. I also do this for movies, books, wine, travel destinations, decorating ideas. All those great details we scribble on the back of napkins never to find again.

If I’m surfing the web, I can use Evernote webclipper to clip an article or page and put it into the notebook of my choice. I can also dictate notes into Evernote and draw using the Skitch app.

I also have a notebook for each of my kids. I have a screenshot of their health insurance cards, health records, photos of their artwork from Kindergarten so I could get rid of those large poster-size monstrosities, er, I mean works of art. The list goes on.

For my business, I’m able to share notebooks with my team and with our clients. We often take notes during an organizing session and share these with our clients. Evernote also eliminates the need to email documents back and forth. Instead, the whole team can collaborate and has access whether they are working remotely or in the office to notes, documents, photos, etc.

I’m barely scratching the surface of Evernote’s endless possibilities. For more information and to create your free online account check out www.evernote.com